Big Thinking. Personal Focus.

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

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?

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

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

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.

COVID-19 Economic Impact Data

COVID-19 has had a tremendous impact on global economies and it is still unclear when and in what form economies will return to normalcy. It’s the

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

Can Budgeting Really Lead to A Happier Life

“Put your money in the bank” - this sentence was like nails on a chalkboard to me as a child growing up. After receiving my first paycheck