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.

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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:

  • Controlled Group Analysis for Programs Associated with Multiple or Unrelated Organizations
  • Plan Corrections in Accordance with Available Correction Programs, such as the IRS’ Self Correction Program (SCP) and Voluntary Correction Program (VCP)
  • Plan Sponsor Advocacy with IRS and DOL Examinations
  • Due Diligence Analysis and Consulting for Mergers and Acquisitions

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:

  • Fiduciary Education Ensuring that plan fiduciaries remain informed and knowledgeable about their specific responsibilities, and facilitating ongoing compliance with the ever-changing regulatory landscape.
  • Comprehensive Retirement Plan Reviews Including fee and service benchmarking and determining how your organization’s retirement plan compares to others with similar demographics.
  • Request for Proposal (RFP) Assistance Soliciting, compiling, and evaluating submitted proposals to help employers make the best decision for the organization and its employees.
  • Plan Governance and Oversight Assessments Providing recommendations for best practices, structure, documentation and retention, and adherence to a formal Investment Policy Statement.

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876