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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.

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
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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?

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

Fiduciaries and Excessive Fee Litigation

As a retirement plan fiduciary, it’s your responsibility to ensure that fees associated with your plan are reasonable relative to the services rendered.
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Volatility is Back … and It is Here to Stay

Better understand the current state of equity markets including S&P 500 due to the COVID-19 shutdowns across the country.

COVID-19 Economic Impact Data

Learn more about the economic impact that COVID-19 has had on businesses across the United States.
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