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.

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:

icon-check-orangeCreated with Sketch.

Fiduciary Education

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

icon-check-orangeCreated with Sketch.

Comprehensive Retirement Plan Reviews

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

icon-check-orangeCreated with Sketch.

Request for Proposal (RFP) Assistance

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

icon-check-orangeCreated with Sketch.

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.

Want to stay informed?

Let us do the heavy lifting.

What can we help you with?

Subscribe to our Newsletters!

 

Gain access to exclusive content from our team of advisors.

Interested in receiving the latest updates from our investment team on what’s going on in the markets? Or maybe you could use some information on the fundamentals of building a successful financial plan. Sign up today to stay in the know!