Retirement Solutions Consulting

Employers face many complex decisions when designing and implementing compensation, retirement, and benefits programs. We provide employers with the knowledge and insight to ensure that their benefits programs are customized to meet their goals and objectives, and operate in compliance with all the rules and regulations.

Retirement Plan Design Consulting

Our team of retirement plan consultants are well-versed in plan design options, administrative operations, industry best practice standards, and regulatory requirements for both qualified and non-qualified retirement plans. We leverage our expertise to ensure your plan is designed to meet the needs of the organization and its employees.

Corrections & Regulatory Consulting

Given the complexity of the various rules and regulations applicable to employer-sponsored benefit programs, mistakes can happen and oversights may occur. Whether they originate internally or externally, we assist with many of these issues, including:

Fiduciary Consulting

The Department of Labor may enforce significant professional and personal liabilities against retirement plan fiduciaries who do not satisfy the responsibilities imposed under ERISA. We assist retirement plan officials in meeting those obligations through:

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Fiduciary Education

Ensuring that plan fiduciaries remain informed and knowledgeable about their specific responsibilities, and facilitating ongoing compliance with the ever-changing regulatory landscape.

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Comprehensive Retirement Plan Reviews

Including fee and service benchmarking and determining how your organization’s retirement plan compares to others with similar demographics.

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Request for Proposal (RFP) Assistance

Soliciting, compiling, and evaluating submitted proposals to help employers make the best decision for the organization and its employees.

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Plan Governance and Oversight Assessments

Providing recommendations for best practices, structure, documentation and retention, and adherence to a formal Investment Policy Statement.

How effective is your retirment plan management process?

* Advisory services and consulting are provided through
Schneider Downs Wealth Management Advisors, an SEC Registered Investment Advisor.

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