Recordkeeping

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.

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Interactive Website

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 Enrollment Process and Contribution Rate 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.

Toll-free solutions center

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).

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdretirement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdretirement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdretirement@schneiderdowns.com
p:412.697.5200     f:412.261.4876