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Articles 11 - 20 of 137
401(k) Plans, ERISA, SECURE Act 2
Jason Lumpkin | 4.13.2023

SECURE 2.0 Act – Sections 340 and 341. Defined Contribution Plan Fee Disclosure Improvements and Consolidation of Defined Contribution Plan Notices

Learn more about Sections 340 and 341. Defined Contribution Plan Fee Disclosure Improvements and Consolidation of Defined Contribution Plan Notices of the SECURE 2.0 Act
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401(k) Plans, ERISA, SECURE Act 2
Alexander Papson | 4.13.2023

SECURE 2.0 Act – Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants

Learn more about Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants of the SECURE 2.0 Act.
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401(k) Plans, ERISA, SECURE Act 2
Caleb Anderson | 4.13.2023

SECURE 2.0 Act – Section 332. Employers Allowed to Replace SIMPLE IRA Plan with Certain 401(k) Plans

Learn more about Section 332. Employers Allowed to Replace SIMPLE IRA Plan with Certain 401(k) Plans of the Secure 2.0 Act.
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401(k) Plans, ERISA, SECURE Act 2
Tyler Brose | 4.13.2023

SECURE 2.0 Act – Section 326. Exception to Penalty on Early Distribution From Qualified Plans for Individuals With a Terminal Illness

Learn more about Section 326. Exception to Penalty on Early Distribution From Qualified Plans for Individuals With a Terminal Illness of the SECURE 2.0 Act.
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| 4.12.2023

Q1-23 - No Peaks, No Valleys: Sage Advice From My Father

Yields on short-term instruments are the highest they have been since 2005-2007, when you regularly saw your checking account yielding around 5%.
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401(k) Plans, ERISA, SECURE Act 2
Alexander Papson | 4.7.2023

SECURE 2.0 Act – Section 318. Performance Benchmarks for Asset Allocation Funds

Learn more about Section 318. Performance Benchmarks for Asset Allocation Funds of the SECURE 2.0 Act.
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401(k) Plans, ERISA, SECURE Act 2
Kirk Mitchell | 4.7.2023

SECURE 2.0 Act – Section 304. Small Balance Force-Out Limit Increase

Learn more about Section 304. Small Balance Force-Out Limit Increase of the SECURE 2.0 Act.
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Wealth Management
Michael Divens | 3.28.2023

SDWMA Thoughts on the Banking Industry and the Economy

Learn more on the SVB collapse and how it is affecting current regional bank environments.
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| 3.27.2023

The CEO of a $2 billion Pittsburgh firm began her groundbreaking career in the Air Force

Learn how Nancy Skeans advanced from career in the Air Force CEO of Schneider Downs Wealth Management Advisors, a $2 billion firm.
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Benefits, ERISA, Wealth Management
Alexander Papson | 3.24.2023

SDWMA Named One of the Nation’s Top DC Advisor Firms in 2022 by NAPA

Learn more about Schneider Downs Wealth Management Advisors, LP being named as one of the Nation’s Top DC Advisor Teams in 2022 by the National Association of Plan Advisors for the third consecutive year.
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