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401(k) Plans, Wealth Management
Shad Fagerland | 5.12.2022

401(k) Plan Strategies: Options for Addressing Failed ADP Tests

Learn about the different options available to 401(k) plans to address failed ADP tests.

Benefits, ERISA, Wealth Management
Alexander Papson | 3.29.2022

SDWMA Named One of the Nation’s Top DC Advisor Teams in 2021 by NAPA

Learn about Schneider Downs Wealth Management Advisors, LP being named as one of the Nation’s Top DC Advisor Teams in 2021 by the National Association of Plan Advisors for the second consecutive year.

401(k) Plans, ERISA, Wealth Management
Alexander Papson | 3.14.2022

DOL Releases Cautionary Guidance on Crypto in Retirement Plans

Learn more about the Department of Labor's recent cautionary guidance on adding cryptocurrency to a 401(k) plan's investment menu for plan participants.

401(k) Plans, ERISA, Wealth Management
Miles Gibson | 3.3.2022

The Russia/Ukraine Conflict: What Happened and What it Means for Investors

Learn how the Russia/Ukraine conflict may impact the economy and investors.

401(k) Plans, Wealth Management
Schneider Downs Professional | 1.25.2022

What To Know About Updated Required Minimum Distribution Rules

Learn more about the updated uniform life table required minimum distribution rules (RMD) As of January 1, 2022 and when you need to take RMDs.

Wealth Management
Matt Biggs, Sean McCann | 12.15.2021

Do Millennials Value a Caddy?

Learn more about trends and indexes surrounding millennials' use of wealth management investors and the challenges they may face under long-term, self-management.

401(k) Plans, Benefits, ERISA, Wealth Management
Miles Gibson | 12.8.2021

2022 Retirement Plan Limitations

Learn about the 2022 retirement plan limitations announced by the IRS, effective January 1, 2022.

Personal Finance, Wealth Management
Alissa Garcia | 11.9.2021

SDWMA Spotlight: The Voyage Program

Join members of the Schneider Downs Wealth Management Advisors team to learn more about the Voyage Program.

Personal Finance, Wealth Management
Alissa Garcia | 11.9.2021

SDWMA Financial Planning Video Series Now Available

Explore the new financial planning video series from the Schneider Downs Wealth Management Advisors team.

Wealth Management
Sean McCann | 11.9.2021

Approaching Year End, Beware of the Lurking Ninja Tax

Learn more about the income tax on capital gains distributions and how investors can effectively manage exposure.

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