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.

UPCOMING EVENTS Events

PSCA Midwest Regional Conference
March 16th

Doug Balsam, Principal & Director of Institutional Consulting, and Brian Carlson, Senior Consultant, will be speaking at the PSCA Midwest Regional Conference at Hyatt Regency O’Hare in Rosement.

Freezing Your Pension?:  How to Sell the 401(k) as a great alternative
 
As more companies freeze their pensions, plan sponsors need to understand what are the best practices in communicating the change.  How do you approach unions when you make a change.   What are the  some of  step-by-step communication strategies you should follow?  What are the first things you should do?  This informative session will help every plan sponsor considering freezing their pension and help them better understand what to do, when to do it and how to make it a positive experience for the Company and employees.

American Association of Orthodontists Annual Session
May 8th, 2012

Chad Tischer, Principal and Director of Consulting, The Wealth Office, will be speaking at the American Association of Orthodontists Annual Session on May 8th.

THE ADVISOR – Preserving and Growing Private Wealth

January 2012 View Current Issue | View Archive

PLAN SPONSOR NEWS – Retirement Plan Solutions

November Plan Sponsor News View Current Issue | View Archive

THE STEADY PULSE – Healthcare Investment Solutions

January 2012 View Current Issue | View Archive

THE STEWARD – Nonprofit Investment Solutions

November 2011 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)