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Volatility is Back … and It is Here to Stay

By Jason Staley, CFA, CAIA® Investment Relationship Manager/Director of Research and Due Diligence Schneider Downs Wealth Management Advisors, LP One

ERISA Plans Going Remote

There have been many changes to life as we know it during the COVID-19 pandemic. Many people have found themselves using technology more than ever before

IRS Provides Temporary Signature Relief For Retirement Plan Elections

By Donna Wolfson, Schneider Downs Retirement Solutions Recognizing the difficulty of meeting a “physical presence” requirement during the COVID-19

ADDITIONAL COVID-19 DISASTER RELIEF FOR RETIREMENT PLANS

In response to the COVID-19 pandemic, the U.S. Department of Labor (DOL) has announced emergency relief from certain deadlines and enforcement actions

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Manage Your Emotions During Volatile Times

The history of the stock market has always had a consistent message; volatility is a normal part of investing. Another consistent message is that the U.S.

Employee Benefit Deadlines Postponed Through July 15, 2020

By Shad Fagerland Senior Manager of Retirement Solutions Schneider Downs Retirement Solutions IRS Notice 2020-23 extends certain tax-related deadlines

IRS EXTENDS DEADLINES FOR SELECT RETIREMENT PLANS

With all the attention focused on the stimulus bill, paid leave, and sick leave by Congress, it’s easy to overlook the IRS’s role in assisting

The Cares Act and Its Effect on Retirement Plans

The Coronavirus, Aid, Relief, and Economic Security (CARES) Act includes several provisions pertaining to qualified retirement plans and individual retirement

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Impact of Current Market Conditions on Valuations for Estate Planning

Schneider Downs has recently written about general estate planning strategies in this volatile market, but this article will focus more on the impact on

Estate Planning in a Volatile Market

Our country now faces unprecedented challenges. As your trusted advisors, we wish you and your family health and comfort as we weather this storm together.

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