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Private Client Services, Wealth Management
David Brinkman | 9.17.2020

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, Coronavirus, ERISA, Wealth Management
Alexander Papson | 9.9.2020

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

Wealth Management
Nancy Skeans | 8.18.2020

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?

Continuity, Coronavirus, Wealth Management
Schneider Downs Professional | 8.13.2020

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

Private Client Services, Wealth Management
David Brinkman | 7.21.2020

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

Wealth Management
Tyler Brose | 7.15.2020

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.

Coronavirus, Personal Finance, Wealth Management
Jason Staley | 6.24.2020

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.

Coronavirus, ERISA, Wealth Management
Alexander Papson | 6.24.2020

COVID-19 Economic Impact Data

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

Wealth Management
Schneider Downs Professional | 6.18.2020

Can Budgeting Really Lead to A Happier Life

Learn how to better achieve financial awareness and better monthly budgeting leading to increased levels of happiness.

ERISA, Wealth Management
Alexander Papson | 6.16.2020

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

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