PLAN SPONSOR NEWS
July 2019
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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...
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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...
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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...
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June 2019 Market Commentary
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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.
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