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Schneider Downs Retirement Solutions

Advisory Services

ERISA 3(21) and 3(38) fiduciary services.

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Retirement Solutions Consulting

Simplifying the complexities of regulatory compliance.

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ESOP Services

Helping privately-held businesses perpetuate success.

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Recordkeeping

Open architecture investment platform with extensive tools and resources.

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Third-Party Administration

Comprehensive and customized retirement plan design and administration.

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Executive Compensation

Services designed to attract, retain, and reward key employees.

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Retirement Solutions Resource Center

Take advantage of our library of retirement resources.

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Retirement Plan Fiduciary Risk Assessment

Evaluate how effective and compliant your retirement plan process is.

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Plan Sponsor Newsletter

Get the latest industry commentary and analysis from our team.

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Reference Charts

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limits for benefits and contributions
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types of
retirement plans

Helpful Links

Schneider Downs Retirement Solutions Video Overview

SECURE 2.0 Act eBook 

Department of Labor — Retirement Plans

Department of Labor Voluntary Fiduciary Correction Program

IRS Retirement Plan FAQ 

Internal Revenue Service – Retirement Plans

IRS Employee Plans Compliance Resolution System (EPCRS) Overview

IRS 401(k) Plan Fix-It Guide

FAQ’s about the Delinquent Filer Voluntary Compliance Program (DFVCP)

Delinquent Filer Voluntary Compliance Program Penalty (DFVCP) Calculator

Pension Benefit Guaranty Corporation

American Retirement Association

National Center for Employee Ownership

Evaluate how effective and compliant your retirement plan process is.

Take Our Free Fiduciary Risk Assessment Quiz

* Advisory services and consulting are provided through
Schneider Downs Wealth Management Advisors, an SEC Registered Investment Advisor.

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Email us: sdwealthmanagement@schneiderdowns.com

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Office Locations

Pittsburgh

One PPG Place,
Suite 1700
Pittsburgh, PA 15222

p:
412.697.5200
f:
412.261.4876
Columbus

65 East State Street,
Suite 2000
Columbus, OH 43215

p:
614.621.4060
f:
614.621.4062

Links

Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.

© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.

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