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Statement changes coming

Learn how the U.S. Department of Labor (DOL) published interim final rule impacts lifetime income disclosures.

Sign Me Up for Insurance

Learn about basic risk management strategies and the need for life insurance and property and casualty insurance. Pittsburgh

Financial Factors in Selecting Plan Investments-Final Rule

Learn more about the final rule, published October 30, 2020, to better understand the financial factors in selecting plan investments.

2021 Retirement Plan Limitations

Review the recently released cost-of-living adjustments (COLA) as released by the Internal Revenue Service, taking effect January 1, 2021.
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Financial Boot Camp Series: Focus on What You Can Control to Increase After-Tax Performance

Learn how you can better control your portfolio's by increasing after-tax performance and the steps needed to increase your investment performance.

Financial Boot Camp Series: Maximizing Gifting and Charitable Impacts

Better understand financial planning as it relates to gifting and charitable aspirations while utilizing tax-deferred assets for gifting intentions.

CARES Act Summary of Key Provisions Impacting 401(k) Retirement Plans

On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) and the President

Financial Boot Camp Series: Getting your Digital Ducks in Order

Getting your Digital Ducks in Order Nancy L. Skeans, CPA, CFP® CEO, Schneider Downs Wealth Management Advisors What are your digital ducks, you ask?
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IRS Notice 2020-52 Makes Midyear Change To Safe Harbor Plans

On June 29, the IRS issued Notice 2020-52, offering welcome relief for plan sponsors that find themselves in a difficult financial situation as a result

Financial Boot Camp Series: Is Your Estate in Proper Order?

Estate planning is the process of identifying one’s assets and providing clear instruction for who receives what assets, when they receive it, and
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