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Plan Sponsor News
April 2017
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Expect a Market Downturn
By: Bob DiMeo, Managing Director
https://vimeo.com/213525572
Plan Design Trends from 2016 DC Survey
By: Steve Dufault, CIMA®, Defined Contribution Practice Leader, Senior Consultant
Stewardship. What does this mean for a Plan Sponsor? The careful and responsible management of something entrusted to one’s care. As a Plan Sponsor, you aim to make rational and advantageous decisions to offer a...
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Student Loans and the Savings Effect
By: Jacqueline Wilhelm, CFA, Institutional Consultant
It’s increasingly difficult to ignore the growing burden student loans have placed on employees these days. Debt is not only stressful, but surveys indicate individuals with substantial student loans aren’t saving as much for...
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March 2017 Market Commentary
Domestic and developed international fixed income were little changed as
investors continued to focus on policy and central bank action. The yield on the 10-Year U.S. Treasury remained flat in March despite an increase in the federal funds rate. Shrugging off a stronger dollar, emerging markets debt was...
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We congratulate the following Associates on their firm anniversaries:
Jim Modelski, CFS, Principal and Director of Communication & Education - 19 years
Aimee O'Connor, Senior Consultant, The Wealth Office™ - 10 years
Jenna Antonelli, Marketing Associate - 2 years
Brad Johnson, Performance Analyst - 2 years
Megan Keithley, Service Associate, Team Lead, The Wealth Office™ - 2 years
Priscilla Tang, Staff Accountant - 2 years
Ricardo Vieira, Consultant, The Wealth Office™ - 2 years
Ryan Walter, Consultant - 2 years
DiMeo Schneider Fiduciary Institute - Thursday, May 4th, 8-10 am
Click here to register
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. Any forecasts represent median expectations and actual returns, volatilities and correlations will differ from forecasts. Past performance does not indicate future performance.
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