PLAN SPONSOR NEWS
July 2019
ABOUT US
SERVICES
Females Dealt Unfair Hand in Raising Capital
Investors might profit from an open mind 
By: Bob DiMeo, Managing Partner
Dollars have rushed into private investments at a red hot pace but an important segment is largely being left out of the party: Female run firms and that might be...
Read More
A Look Back at a Decade of 401(k) Lawsuits
By: Brian Samuels, CFA, Consultant
In March 2019, Tussey v. ABB marked the end of the longest-running 401(k) fee lawsuit in the United States. After 12 years of litigation, court ordered non-monetary remedies and multiple appellate court rulings, the suit ended in...
Read More
Non-Discrimination Testing
By: Ryan Walter, Consultant
The IRS tasks Plan Sponsors with ensuring traditional 401(k) plan contributions, by and for non-highly compensated employees (NHCEs), are proportional to contributions made by and for...
Read More
June 2019 Market Commentary

Read More
We congratulate the following Associates on their firm anniversaries:

Matt Porter, CIMA®, Partner, Executive Research Director - 21 years
Ryan O'Connor, Performance Analyst - 4 years
Michael Sustarsic, CFA, Senior Research Analyst - Global Private Markets - 4 years
Andrew Krcatovich, Investment Operations Specialist - Discretionary Practice - 3 years
Matt Holland, Research Associate - Global Public Markets - 1 year

This report is intended for the exclusive use of clients or prospective clients of DiMeo Schneider & Associates, L.L.C. Content is privileged and confidential. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. The content of this distribution does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance.
Schedule an Appointment
Or Call 800.392.9998
Learn More About Us
Or View our Research
Chicago | Austin | Washington, DC | Boston
800.392.9998 | 312.853.1000
www.dimeoschneider.com
Subscribe to our email list.