Big Thinking. Personal Focus.

Why Schneider Downs Wealth Management Advisors?

Schneider Downs Wealth Management has been providing investment and retirement services since 2000. Although our service platforms continue to evolve, the commitment to our clients remains our first priority.

High Net Worth Clients Served

231

Retirement Plans Managed

103

Assets Under Management

$2,471,843,350

States Where We Serve Clients

29

Statistical data regarding number of high net worth clients served, retirement plans managed, and states where we serve clients is as of September 30, 2022. The approximate assets under management figure presented above is as of December 31, 2021, and is inclusive of discretionary and non-discretionary assets managed by SDWMA Personal Financial Services and SD Retirement Solutions.

major indexes

SECURE 2.0 Act – Section 101. Expanding Automatic Enrollment in Retirement Plans

Learn more about Section 101. Expanding Automatic Enrollment in Retirement Plans of the SECURE 2.0 Act. ...

SECURE 2.0 Act – Section 101. Expanding Automatic Enrollment in Retirement Plans

SECURE 2.0 Act – Section 111. Application for Credit for Small Employer Pension Plan Startup Costs to Employers Which Join an Existing Plan

Learn more about Section 111. Application for Credit for Small Employer Pension Plan Startup Costs to Employers Which Join an Existing Plan of the SECURE 2.0 Act.

read more >

SECURE 2.0 Act – Section 126. Special Rules for Certain Distributions from Long-term Qualified Tuition Programs to Roth IRAs

Learn more about Section 126. Special Rules for Certain Distributions from Long-term Qualified Tuition Programs to Roth IRAs of the SECURE 2.0 Act.

read more >

SECURE 2.0 Act – Section 102. Modification of Credit for Small Employer Pension Start-Up Costs

Learn more about Section 102. Modification of Credit for Small Employer Pension Start-Up Costs of the SECURE 2.0 Act.

read more >

SECURE 2.0 Act –Section 317. Retroactive First-year Elective Deferrals for Sole Proprietors

Learn more about Section 317. Retroactive First-year Elective Deferrals for Sole Proprietors of the SECURE 2.0 Act.

read more >

SECURE 2.0 Act – Section 307. One-time Election for Qualified Charitable Distribution to Split-interest Entity; Increase in Qualified Charitable Distribution Limitation

Learn more about Section 307. One-time Election for Qualified Charitable Distribution to Split-interest Entity; Increase in Qualified Charitable Distribution Limitation of the SECURE 2.0 Act.

read more >

SECURE 2.0 Act – Section 107. Increase in Age for Required Beginning Date for Mandatory Distributions from Retirement Accounts

Learn more about Section 107. Increase in Age for Required Beginning Date for Mandatory Distributions from Retirement Accounts of the SECURE 2.0 Act.

read more >

SECURE 2.0 Act – Section 115. Withdrawals for Certain Emergency Expenses

Learn more about Section 115. Withdrawals for Certain Emergency Expenses of the SECURE 2.0 Act.

read more >

SECURE 2.0 Act – Section 103. Saver’s Match

Learn more about Section 103. Saver’s Match of the SECURE 2.0 Act.

read more >

contact us