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DiMeo Schneider & Associates

Investment Manager Research | Quarterly Considerations

2019 Fourth Quarter Considerations

January 16, 2020

Quarterly Considerations

Retirement Plans

The most significant retirement plan legislation in over a dozen years was just signed into law! The SECURE Act has many moving parts that address:
-Auto enrollment safe harbor deferral cap
-Safe harbor guidance for lifetime income
-Required Minimum Distributions (RMD) age

ESG (Environmental, Social, Governance) continues to gather attention, but effective and appropriate implementation remains a tricky task

Nonprofit Organizations

Roughly half of donors have changed giving strategy since tax reform, according to Fidelity Charitable survey. However, few have reduced overall giving in wake of tax law changes.

Outsourced CIO managers saw 67% growth in U.S. endowment assets last year, according to Pensions & Investments annual survey. Ask us if Discretionary Services could be a good fit for your nonprofit.

The Wealth Office™

When to start receiving Social Security retirement benefits is an important decision, especially when you consider retirement could span 20 years or more.  For more tips, please see: Solving the Social Security Puzzle

Hot off the press for the individual investor: DiMeo Schneider’s 2020 Financial Planning Guide – ask your consultant for more details.

Financial Institutions

Did you know DiMeo Schneider supports over 30 financial institutions providing asset allocation, investment research, marketing/communication, and general practice management support? Learn more about this specialized practice.

In a recent survey of 650 individual investors, nearly half of the high AUM respondents said they hear from their advisor “infrequently”, and more than 25% felt they hear from their advisor “very infrequently.”¹

Click here to read more on our quarterly considerations. 

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