DiMeo Schneider and Associates
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JUNE 2020
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Is Your Retirement Plan Diversified for a Crisis?
By: Bob DiMeo, Chief Executive Officer
If you oversee a pension, cash balance or even a 401(k) plan, my bet is that until around mid-March you felt investment returns, while positive, were somewhat disappointing. While you acted as a good fiduciary...
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The Retirement Tier:
The Natural Evolution of the Defined Contribution Plan
By: Steve Dufault, CIMA®, Defined Contribution Practice Leader, Senior Consultant
Defined contribution plans, more specifically, 401(k) plans, have become one of the primary savings options for Americans. The employers who sponsor these retirement plans are now trusted partners for employees. Such trust developed over many years... 
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Stable Value Once Again Proves Its Stability
By: Paula Romanchuk, CFA, Consultant 
Despite the volatility and extreme market pullback investors experienced at the start of 2020, defined contribution plan participants mostly stayed the course in terms of their plan investments. One asset class where we have seen a slight uptick in flows is stable value. This is not surprising given...
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The Evolution of the “Super Saver” Strategy
How to help participants contribute up to $57,000 per year in their retirement plan and receive attractive tax benefits
By: Peter Nadeau, ARPC, Partner and Senior Consultant
In an ever-improving retirement plan industry, guided by both regulatory and recordkeeper evolution, plan participants are now able to contribute up to $57,000 in a 401(k) or 403(b) plan within a calendar year. For those who would benefit from... 
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May 2020 Market Recap
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We congratulate the following Associates on their firm anniversaries:

Ahmed Farruk, CIMA®, AIF®, Senior Consultant - 24 Years
Chad Tischer, CFP®, Partner - 17 Years
Jessica Ludwig, Partner, Associate Director of Institutional Consulting - 14 Years
Jason Smith, Manager of Information Technology - 8 Years
Matthew Marwitz, CFA, Manager of Performance Analytics - 6 Years
Bill Natsis, Head of OCIO Services Business Development - 4 Years
Chet Achterberg, Consultant - 3 Years
Matthew Babiash, CPA, Senior Research Analyst - Operational Risk - 3 Years
Ryan Haskamp, Client Service Associate, Institutional - 1 Year
Robert Englert, Client Service Associate, Discretionary Practice - 1 Year 
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Peter Nadeau is Partner and Senior Consultant of Fiduciary Investment Advisors, LLC which is a wholly owned subsidiary of DiMeo Schneider & Associates, L.L.C.
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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