Introducing the Schneider Downs Retirement Solutions Resource Center

As the Schneider Downs Retirement Solutions practice has continued to grow in service offerings and expertise, so has our depth of resources for plan sponsors and participants. In an effort to make our retirement resources easily accessible, we are excited to introduce the Schneider Downs Retirement Solutions Resource Center, now live at www.sdwealthmanagement.com/retirement-solutions-resource.

The Resource Center houses original thought leadership and educational content pertaining to retirement plan topics such as fiduciary best practices, the difference between an ERISA 3(21) and 3(38) advisor, cash balance plans, and summaries of legislation like the SECURE Act and CARES Act.

In addition to written content, the resource center is home to a suite of short educational videos covering a number of relevant topics including: 

  • Active Versus Passive Investing
  • Alternative Profit Sharing Contribution Allocations
  • Asset Allocation
  • Employer Sponsored Retirement Plans
  • ERISA Bonding Requirements
  • Governance For Retirement Plan Sponsors
  • Increasing Retirement Plan Contribution Rates
  • Options for Retirement Accounts When Moving Jobs
  • Pre-Tax vs Roth Contributions
  • Qualified Default Investment Alternatives
  • Revenue Sharing Arrangements
  • Self-Directed Brokerage Accounts
  • Service Provider Fee Reasonableness
  • Target Date Funds 

Our team of advisors and consultants look forward to continuing to build out the Resource Center with the addition of new and timely content and welcome feedback on additional resources that you would find valuable.

Learn more at www.sdretirementsolutions.com or contact us at sdretirement@schneiderdowns.com.

About Schneider Downs Retirement Solutions

At the highest level, we strive to simplify the complexities of sponsoring and participating in a retirement plan. To that end, we offer a definable, measurable and repeatable process for governing a retirement plan that meets industry best practice standards and the requirements set forth under ERISA and IRC. Our team of advisors provide objective advice to help plan sponsors govern their retirement plans appropriately, mitigate risk, improve participant outcomes, and support efficient and compliant plan operations.

Schneider Downs Wealth Management Advisors, LP (SDWMA) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.

You’ve heard our thoughts… We’d like to hear yours

The Schneider Downs Our Thoughts On blog exists to create a dialogue on issues that are important to organizations and individuals. While we enjoy sharing our ideas and insights, we’re especially interested in what you may have to say. If you have a question or a comment about this article – or any article from the Our Thoughts On blog – we hope you’ll share it with us. After all, a dialogue is an exchange of ideas, and we’d like to hear from you. Email us at contactSD@schneiderdowns.com.

Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax, or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

© 2020 Schneider Downs. All rights-reserved. All content on this site is property of Schneider Downs unless otherwise noted and should not be used without written permission.

our thoughts on

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IRS Notice 2020-52 Makes Midyear Change To Safe Harbor Plans
Financial Boot Camp Series: Is Your Estate in Proper Order?
Fiduciaries and Excessive Fee Litigation

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Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

contactsd@schneiderdowns.com
p:412.261.3644     f:412.261.4876

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Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

contactsd@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102