News & Events

NEWS

News

Retirement Readiness: A Profound Challenge for Employers, Financial Advisors, Government, Society and Individual Retirees

Jim Modelski, CFS, Principal & Senior Consultant, participated in the M&I Institutional Trust Services Roundtable – Click here to download the transcript.

403(b) Help

The SPARK Institute issued the "Best Practices for Multiple Vendor 403(b) Plans Form 5500 Data Aggregation" to assist plans that use multiple vendors and must gather and aggregate data from their vendors. It is available at http://www.sparkinstitute.org/comments-and-materials.php

Matt Rice talks with Stacy Schaus about how custom target retirement date funds can protect DC plan assets from various risks
DiMeo Schneider & Associates, L.L.C. was named

to Pensions & Investments Top 50 Worldwide Consultants 2010. Click here to see all of our awards.

Economic and Investment Update 1Q12

UPCOMING EVENTS Events

Notre Dame College Prep- Commencement
May 26, 2012

Managing Director, Bob DiMeo, will be giving the commencement speech for the 2012 graduating class at his alma matter, Notre Dame College Prep.

2012 Chicago Mid-Sized Retirement & Healthcare Plan Management Conference
June 6, 2012

Senior Consultant, Brian Carlson, will be speaking at The 2012 Chicago Mid-Sized Retirement & Healthcare Plan Management Conference at The Westin Chicago River North on June 6, 2012

International Foundation of Employee Benefit Plans Symposium
August 8, 2012

Principal & Director of Communication and Education, Jim Modelski, will be presenting 401(k) Plan Fee Analysis – Fiduciary Oversight at the International Foundation of Employee Benefit Plans Symposium in San Francisco on August 8th.

Investor Conference
September 13th, 2012

Save the date, September 13th, for our annual Investor Conference!

2012 RCRI National Conference
October 18th, 2012

Jim Modelski, Principal & Director of Communication & Education, and Jim Jensen, Senior Consultant, will be presenting The Investment Managment Selection Process at the 2012 RCRI National Conference. 

NEWSLETTERS

THE ADVISOR – Preserving and Growing Private Wealth

January 2012 View Current Issue | View Archive

PLAN SPONSOR NEWS – Retirement Plan Solutions

April 2012 View Current Issue | View Archive

THE STEADY PULSE – Healthcare Investment Solutions

April 2012 View Current Issue | View Archive

THE STEWARD – Nonprofit Investment Solutions

March 2012 View Current Issue | View Archive

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BOOKS

For more information on the books by authors at DiMeo Schneider & Associates, L.L.C., use these links:

Designing a 401(k) Plan (Probus Publishing)
Asset Management for Endowments & Foundations (McGraw Hill)
The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons)