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Audit, ERISA
Patti Giudici | 8.15.2022

IRS Notice 2022-33 – Extensions for Certain Provisions of the SECURE Act, CARES Act, and Miners Act

Learn more about the extended Retirement Plan deadline and other amendments included in the IRS Notice 2022-33.

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.

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.

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

Learn how the Russia/Ukraine conflict may impact the economy and investors.
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Audit, ERISA
Patti Giudici | 2.28.2022

Are You Ready to Implement SAS 136?

Learn more about how employee benefit plans subject to ERISA can comply with new requirements established by SAS 136.

457(b) Plans – What You Should Know

Learn about 457(b) retirement plans, including eligibility and participation requirements.

2022 Retirement Plan Limitations

Learn about the 2022 retirement plan limitations announced by the IRS, effective January 1, 2022.
Audit, ERISA
Patti Giudici | 9.14.2021

Employee Benefit Plan Audit Requirement FAQs

Learn about the most common questions related to employee benefit plan audits.
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More Potential Changes to the U.S. Retirement System Are on the Horizon. Here’s What’s in Store…

Read about two new bipartisan bills and how they will modify the 2019 Setting Every Community Up for Retirement Enhancement Act.

Employee Benefits Security Administration Cybersecurity Guidance

Learn more about the three tips plan sponsors, fiduciaries and participants should take in protecting their data from cybercrime this ERISA season.
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