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 [email protected].
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.
