At Schneider Downs Wealth Management Advisors (SDWMA), we help organizations build and manage retirement plans that work—for both the business and its employees. Our dedicated Retirement Solutions team provides fiduciary-focused guidance, integrated plan services, and personalized support to simplify plan administration, reduce risk, and improve retirement outcomes. Backed by the extensive resources of the Schneider Downs organization, we serve as a strategic partner to help you offer high-performing, compliant retirement plans that align with your goals and support your workforce.
We partner with organizations to design and manage retirement plans that reduce risk, drive better outcomes, and reflect the unique goals of your business and workforce.
Our team brings specialized knowledge in ERISA, DOL, and IRS requirements, delivering retirement plan governance that aligns with current regulations and evolving best practices.
As a fiduciary, we provide independent investment guidance with full-fee transparency—always acting in the best interest of you and your employees.
We take a high-touch approach, getting to know your organization so we can deliver personalized strategies and proactive support that evolve with your needs.
We offer a suite of services that work together—or independently—to meet your goals, ease administrative burden, and ensure your plan remains competitive, compliant, and effective.
As an independent advisor, we offer objective guidance rooted in your best interest—not tied to any fund family or sales incentives. We design investment options to meet the diverse needs of your workforce, and we go a step further by engaging directly with your employees—educating them on their plan, helping them develop personalized savings strategies, and guiding them toward sound, long-term financial decisions.
Managing a retirement plan shouldn't feel like a burden. Our consultative TPA services are designed to lift the weight of day-to-day compliance and administration off your shoulders. From plan design to annual reviews, we work in conjunction with our institutional partner to make it easy to ensure your plan aligns with your goals, adapts to regulatory changes, and runs smoothly behind the scenes—so you can stay focused on your business.
Our recordkeeping solutions are built to simplify the retirement experience—for both plan sponsors and participants. With a user-friendly platform, mobile access, and real-time data, we make it easy to oversee your plan while empowering your employees to take control of their financial futures. Behind it all, we work with our institutional partner to ensure your plan operates effectively, transparently, and in alignment with your long-term objectives.
Whether you’re looking to improve plan performance, reduce administrative complexity, or offer more meaningful support to your employees, Schneider Downs Wealth Management Advisors is here to help. Our team brings deep expertise, a high-touch service model, and a fiduciary-first mindset to every partnership.
We don’t offer one-size-fits-all solutions—we work with you to understand your goals and design a retirement plan that reflects the unique needs of your organization and your people.
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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