Overview

For Retirement Plan Sponsors

For Nonprofit Organizations

For Wealthy Families

For Retirement Plan Sponsors

Retirement Plan Sponsors are threatened by huge potential personal liability under ERISA, bewildering and ever-changing regulations, difficulty in finding and overseeing superior money managers, information overload, and little ability to unravel and negotiate vendor pricing.

We help clients improve all areas of plan management by providing services that include:

• Goal Setting & Investment Policy Development
• Asset/Liability Studies
• Cost/Benefit Analysis
• Asset Allocation Studies
• Investment Manager/Fund Search
• Administration/Trustee Search
• Fee Analysis & Negotiation
• Participant Education
• Performance Evaluation

Please contact Bill Schneider at wschneider@dimeoschneider.com for more information on our firm's services.