The Center for Due Diligence (CFDD) is an independent information and strategic services firm serving retirement plan advisors and the providers that support them.

Formerly the premier provider of 401(k) program competitive analysis, the CFDD is now focused on providing unbiased resources, industry leading conferences, specialized training and online marketing services.

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 conference than any other industry event and our ratio of advisors to registrants is unmatched.

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.

Through our alliance with the Venture (k) Corp., we can also assist the trade with dedicated email promotions that target specific audiences, i.e., advisors, TPAs, plan sponsors, ERISA attorneys, CPAs, auditors, wealthy individuals and other groups.

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 voice of independent retirement plan advisors.”

Our goal is simple, we strive to  help the trade adapt to changing conditions, improve efficiency, identify new sources of growth and manage liability.  Our organized resources also help advisors increase professionalism, specialize and institutionalize their practice.

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 move quickly to meet the needs of our clients.  Our efficiency and flexibility also allows us to operate without debt, investors or the need for additional capital investment.