PLAN SPONSOR NEWS
October 2019
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How Badly Will a Recession Impact Your Portfolio?
By: Bob DiMeo, Managing Partner
Regardless of what type of portfolio you oversee, I imagine you’re a bit anxious about how the next recession will affect your investments. Global growth has waned for some time and now many U.S. economic metrics are decelerating. Kick in a trend toward negative interest rates along with widespread geopolitical uncertainty and it becomes perfectly logical for investors to anticipate a recession. But, is it logical to conclude that a recession will ravage your investment portfolio? History suggests...
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Are Missing Participants Jeopardizing the Qualified Status of Your Plan?
By: Brian White, Senior Consultant
There has been a shift in thinking regarding defined contribution plans (401(k), 403(b), etc.) in the last several years. Since their inception, in the late 1970’s, the focus has been on the accumulation of assets. Participants have been encouraged to... 
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Crisis Averted? Plan Sponsors Aid with Student Loan Debt
By: Jonathan Joseph, Consultant
As many as 44.7 million Americans carry student loan debt, according to a 2018 report by the Federal Reserve Bank of New York. And, that year, student loan debt in the United States totaled $1.47 trillion - more than... 
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September 2019 Market Commentary
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We congratulate the following Associates on their firm anniversaries:

Jackie Rondini, CFP®, Senior Consultant - 22 years
Bill Fisher, AIF®, Senior Consultant - 19 years​
Jim Jensen, CIMA®, Partner, Senior Consultant - 15 years
Tina Zemba, Client Service Associate - 12 years
Brad Daniels, CFA, Chief Compliance Officer - 7 years
Shreya Canakapalli, CFA, Senior Consultant - 7 years
Ryan Schultz, CFA, Research Analyst - Global Public Markets - 5 years​
Jonathan Joseph, Consultant - 3 years 
Peter Mazzaferro, Performance Analyst - 2 years
Stephen Proffer, CFA, Consultant - 2 years
Brian Samuels, CFA, Consultant - 2 years
Jacob Anderson, Performance Analyst - 1 year
Mark Baker, CFA, Regional Director, Senior Consultant - 1 year 
Ivette Marquez, Client Service Associate - 1 year
Michael Migut, Performance Analyst - 1 year
Ryan Murphy, Senior Consultant - 1 year
Kevin Ziesemer, Director, Financial Operations and Administrative Services - 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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