The firm, an independent investment advisory firm serving both individuals and retirement plan sponsors, says that its retirement plan division will be called SD Retirement Plan Solutions (SD-RPS), effective July 1. The firm has offices in both Pittsburgh, Pennsylvania and Columbus, Ohio.
SD-RPS provides plan design guidance, investment advice, retirement income planning, plan administration and concierge type access to financial products and services, and provides service to more than 10,000 retirement plan participants and individual clients in 26 states.
“The name change better reflects the independent, unbiased and fiduciary-based solutions for retirement plan and planning issues upon which our division and firm is built,” explains Karl Kunkle, co-managing partner of Schneider Downs Wealth Management Advisors, LP. “When coupled with the expertise and resources of our SD Personal Financial Services (PFS) division, we believe we have a value proposition worthy of consideration by anyone serious about improving their retirement planning outcomes.”
“We are committed to providing plan sponsors turn-key, cutting-edge and cost-effective retirement plan solutions that help attract, retain and reward key employees while working to provide retirement plan security for all plan participants,” says Jeff Acheson, partner, SDWMA. “Our goal is to steadily advance our presence not only in Pennsylvania, Ohio and West Virginia, but continue to be recognized as an industry leader on the national level as well.”
SD-RPS is integrated with Schneider Downs & Co., Inc., a regional accounting, tax and business advisory services firm. Combined, the companies host more than 330 employees, 34 of which are shareholders and partners.