Pensions

Our pension services include:

 
  • CIOutsource
  • Investment Policy Statements
  • Plan Design & Benchmarking
  • Fiduciary Report Cards
  • Asset Allocation
  • Asset Liability Analysis
  • Manager / Fund Search
  • On-going Performance Evaluation
  • Committee Education
  • Electronic Retention of Meeting Notes
  • Vendor / Trustee Search
  • Fee Analysis

Responsibility and oversight for your organization’s retirement plan can be overwhelming. In addition to all your deadlines and commitments, you must act as a responsible fiduciary. ERISA laws require you to act prudently and skillfully. Fines and litigation are ever-present, and without the appropriate tools at your fingertips, you can face penalties that can impact both your professional and personal life. Additionally, you are beset by bewildering and ever-changing regulations, the challenge in finding and overseeing superior money managers, and the difficulty of unravelling and negotiating vendor pricing.

At DiMeo Schneider & Associates, L.L.C., we help clients prosper by placing their interests first and providing straightforward advice built on practical research and actionable insights. We add continuity to your staff and/or committees in addition to arming committee members with knowledge and practical information they need to make good decisions. We also offer resources necessary to manage fiduciary compliance, improve plan performance and reduce expenses.

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Contact Bob DiMeo, Principal, for more information.