About Us
The Center for Due Diligence (CFDD) is an independent information and strategic services firm serving retirement plan advisors. Formerly the premier provider of 401(k) program competitive analysis, the CFDD is now focused on providing unbiased resources, industry leading conferences and ERISA Advisor Evaluation services.
Since its inception in 1993, the CFDD has been 100% focused on retirement plan advisors. Our services are exclusive to the trade and we do not compete with our customers. As a bottom up, advisor-centric, content rich and networking organization, we are widely viewed as the unbiased King of Content.
The CFDD's Advisor Conference is recognized as the most content rich conference targeting the retirement plans industry. More accomplished retirement plan advisors attend the CFDD's Advisor Conference than any other industry event and our ratio of advisors to registrants is unmatched.
Profitable growth is the only solution to the challenges facing a mature and economically challenged financial services industry. Consistent with that need, we are committed to helping expert retirement plan advisors adapt to changing conditions, stay relevant, participate in broker of record consolidation and grow their retirement plans business.
The CFDD's upcoming ERISA Advisor Evaluator (EAE), an online RFP service for plan sponsors, will change the way retirement plans business is consummated and professionalize the advisor selection process. More than any other tool or resource, the EAE program will facilitate the consolidation of retirement plan advisory services, drive business to expert advisors in the network and provide plan sponsors with the support needed to fulfill their fiduciary duties.
Additionally, the CFDD is viewed as a top industry marketing talent and our online marketing services include: online advertising opportunities (website & electronic newsletter), banner ad development services, graphical email creation, web development and web audit services for the financial services industry.
Consistent with our unbiased approach, the CFDD operates with a non-conflicted business model. We are not a trade organization, a news wire, a roll-up consolidator or a proposal exchange and we do not bestow awards or editorialize. Additionally, we do not offer designations or certifications. As a non-political and non-committee driven organization, we can also move quickly to meet the needs of our clients.
