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SD Retirement Plan Solutions

SD Retirement Plan Solutions was created to meet the needs of our retirement plan clients. With more than 100 years of collective experience in the retirement plan, investment, financial planning, audit and tax fields, our team brings unique perspectives to the development of comprehensive and integrated retirement plans that fit the needs of our clients.
 
The ideal retirement plan creates and maintains a balance of cost, performance, service and communications. Through our experience and insights, SD Retirement Plan Solutions provides its clients with the balance that best fits the needs of their employees.
 
Our group utilizes a process based on extensive experience in the design and implementation of 401(k), 403(b), 457(b), 457(f), ESOP, pension and profit sharing retirement plans, as well as executive compensation and incentive plans. All plans are structured and designed to achieve the growth objectives of management and shareholders. We realize the importance of providing the best options possible to your employees.  This is all done, however, with a watchful eye toward current government regulations and reporting requirements. 
SDWMA in the News: 

Retirement Plan Advisors becomes SD RETIREMENT PLAN SOLUTIONS Press Release
 
Jeff Acheson discusses 401(k) fees in the Pittsburgh Post Gazette - New Rules Order Thorough Disclosures...
 
Retirement Anxiety Ratchets Up for Young Workers - Jeff Acheson quoted in the Chicago Tribune

SDWMA is also ranked in the top 20% of CPA affiliated Wealth Managers as seen in the current issue of Accounting Today


We did it again!  SDWMA ranked among the 2010 Top Wealth Managers

Schneider Downs Wealth Management Advisors ranked in the top third of financial advisors nationally as seen in Financial Advisor Magazine

Jeff Acheson featured in HR.BLR whitepaper "12 Points to Consider with Retirement Plan Options"

Jeff Acheson provides perspective in the Columbus Business First article "Market Wreckage may give Insurers Entree to 401(k)s"  (subscription required)

Karl Kunkle's byline appears in the Pittsburgh Post Gazette "Common 401(k) Mistakes"

Pittsburgh Post Gazette Business Workshop features Jeff Acheson "ETFs OK in 401(k)s?"

Jeff  Acheson quoted "Does your 401(k) have an ETF in its Future"
 
 
Jeff Acheson promoted to Partner, Schneider Downs Wealth Management Advisors, LP 
 
Jeff discusses fee transparency  in the Pittsburgh Business Times (subscription required)... more 
 
Jeff Acheson provides insight in "Outsourcing of Asset Management Soars" - Marketsmedia Online (subscription required)
 
 
WHAT DO WE MAKE OF THIS ECONOMY? - Article by Jeff Acheson
 
Jeffery Acheson, Director of Retirement Planning & Employee Benefit Services was quoted in Bloomberg.com...more 
 
Insights Archive - timely articles and commentary by the SDWMA team
 
Discover the new Schneider Downs & Co. website for insights and relevant information