
We help our clients improve all areas of plan management by providing the following
services:
- CIOutsource™
- Investment Policy
- Asset Allocation Analysis
- Asset Liability Analysis
- Manager / Fund Search
- Performance Evaluation
- Vendor / Custodian Search
- Fee Analysis
- Participant Communications
- Fiduciary Report Cards
Retirement Plan Sponsors are inundated by a wide array of challenges: Prudently
overseeing investment managers, unraveling and negotiating vendor pricing, navigating
a bewildering maze of ever-changing regulation - not to mention the constant threat
of significant personal liability under ERISA. Unless you’re armed with vast knowledge,
you can feel overwhelmed and exposed.
At DiMeo Schneider & Associates, L.L.C. we meet these challenges head on. Our personal
approach allows us to build strong, committed relationships with our clients. We
do not sell investments or receive commissions, nor do we charge money managers
or vendors to be included in our database. Our research is practical. We offer innovative
strategies and help to reduce expenses, improve performance, and satisfy fiduciary
responsibilities.
Contact Doug Balsam, Principal,
for more information.