Recent legislation has made it exceedingly complicated to administer a 403(b) retirement plan, significantly increasing the responsibilities and risks for plan sponsors. Whether you oversee the
403(b) plan at a university, charity, hospital, religious institution or another tax-exempt organization, you are required to fulfill your role with the expertise of a full-time professional. And you must do so while being held personally accountable for making sound, prudent decisions.

At DiMeo Schneider & Associates, L.L.C., we help our clients manage the morass of 403(b) plan intricacies by continually providing straightforward, unbiased advice and education specifically designed to help you satisfy your fiduciary responsibilities. Whether it is assisting to help select an appropriate vendor, optimize investment offerings to improve performance or drive down costs, we provide customized solutions to suit your needs.

Contact Doug Balsam, Principal, for more information.