Big Thinking. Personal Focus.

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

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.

Wealth Management Concerns When Selling Your Business

While there are a multitude of issues facing a business owner when they decide to sell their business, one of the most important areas that often gets

ESOPs as a Business Succession Planning Solution

Schneider Downs Retirement Solutions Business owners approaching retirement face a complex set of succession planning decisions, such as how to find a

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

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

Asset Location

Successful investors are always looking for opportunities to improve their investment performance, reduce taxes, and increase their net worth. Asset allocation

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