We strive to provide an integrated suite of retirement plan services that enable efficient plan oversight for employers and simplified account management for employees. Schneider Downs Retirement Solutions has designed an open architecture, flexible, and customizable recordkeeping service model that complements and incorporates a plan’s overall goals and objectives.
As a part of our full-service retirement plan solution, we provide plan sponsors with a robust recordkeeping experience and customizable website design. Our options and services include:
Daily Valuation of Participant Accounts
Daily Processing of Plan and Participant Transactions
Preparation and Delivery of Quarterly Participant Account Statements
Summary Reporting of Participant Activity for Plan Sponsors
Participant, Sponsor, and Advisor Web Access
Online Contribution Changes
Direct Import for Payroll Contribution Processing
Enhanced Security Processes and Procedures
Automated Eligibility Reporting, Including Automatic Enrollment
Automatic Increases to Employee Contribution Elections
Customizable Account Rebalancing
Online Loan Modeling and Distribution Processing
Option for E-Statement Delivery
Our website offers a robust Resource Center that provides plan participants with easy access to documents and materials covering a wide range of topics. Additionally, every participant will have access to:
MyRetirement, which enables participants to establish overall retirement planning goals and objectives – with consideration for other savings/investment accounts – and track their progress towards a secure and comfortable retirement. Quarterly electronic Participant and Plan Sponsor newsletters addressing a wide range of topics that are meticulously chosen to further educational objectives and inform and advise of important regulatory changes.
Our customer service representatives stand ready to assist with any questions that plan sponsors or participants may have regarding the operation of their company’s retirement plan, website, or retirement planning needs. Access to the Solutions Center is available Monday through Friday, during regular business hours.
Given the importance of data security and procedures, a Type II SOC Report is obtained with respect to our recordkeeping services on an annual basis. The SOC Report can also be utilized to allow plan fiduciaries to properly ensure effective internal controls, processes, and procedures of its selected service providers, as well as allow for limited scope audit of the retirement plan program (if applicable).
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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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