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Our Thoughts On...
Introducing the Schneider Downs Retirement Solutions Resource Center
As the Schneider Downs Retirement Solutions practice has continued to grow in service offerings and expertise, so has our depth of resources for plan sponsors and participants. In an effort to make our retirement resources easily accessible, we are excited to introduce the Schneider Downs Retirement Solutions Resource Center. Read more .
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Fiduciaries and Excessive Fee Litigation
As a retirement plan fiduciary, it’s your responsibility to ensure that fees associated with your plan are reasonable relative to the services rendered. In recent years, there have been a number of lawsuits by plan participants claiming a breach of fiduciary duty for issues surrounding excessive fees, so it’s important that every employer that sponsors a retirement plan be cognizant of the liability that could be experienced through potential fiduciary breach litigation. Read more.
The Importance of Implementing Retirement Plan Best Practice Standards
The relevance of fiduciary best practice standards
for retirement plan sponsors is rather intuitive, given that legal and performance pressures endured by companies are tremendous, coming from multiple directions and for various reasons. Read more.
Scorecard System vs. Morningstar
As investors demand more usable information (along with stronger returns), companies strive to find better ways to analyze investments. The purpose of this article is to illustrate the difference between RPAG’s Scorecard System™ and Morningstar’s Rating System.  Read more.
Schneider Downs Wealth Management Advisors, LP is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax, or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.