SDAdvantage

Plan Sponsors need to effectively balance and integrate objective and independent investment advice with the complex record keeping, regulatory and reporting requirements as well as the technical aspects of designing and administering their qualified retirement plans.

With the performance of the stock market during the 2000-2002 time period coupled with the mutual fund industry scandals in 2003 and 2004, plan sponsors, trustees, and plan advisors are once again under heightened scrutiny not only by participants and consumer groups, but also by regulatory bodies such as the DOL, IRS and SEC. Because of this increased scrutiny, Plan Sponsors are looking to provide their participants with a retirement plan that is not only cost effective, but a plan with comprehensive participant level services and a completely flexible multi-manager investment menu. That is why Schneider Downs designed the SDAdvantage Retirement Plan platform.