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| 3.24.2023

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

We are pleased to announce that Schneider Downs Wealth Management Advisors, LP (SDWMA) has been named as one of the Nation’s Top DC Advisor Teams in 2022 by the National Association of Plan Advisors (NAPA) for the third consecutive year.
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Wealth Management
Michael Divens | 3.19.2023

Questions Regarding Cash Management in the Current Market Environment

Learn more about the recent takeover of two regional banks by the FDIC and how regional banks are addressing Cash Management in the current market environment.
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Wealth Management
Jason Staley | 3.13.2023

SDWMA Thoughts on Silicon Valley Bank

Learn more about the Silicon Valley Bank collapse and why SDWMA embraces diversification.
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401(k) Plans, ERISA, SECURE Act 2
Noelle Harrold | 2.28.2023

SECURE 2.0 Act – Section 350. Safe Harbor for Corrections of Employee Elective Deferral Failures

Learn more about Section 350. Safe Harbor for Corrections of Employee Elective Deferral Failures of the SECURE 2.0 Act.
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401(k) Plans, ERISA, SECURE Act 2
Noelle Harrold | 2.28.2023

SECURE 2.0 Act – Section 110. Treatment of Student Loan Payments as Elective Deferrals for Purposes of Matching Contributions

Learn more about Section 110. Treatment of Student Loan Payments as Elective Deferrals for Purposes of Matching Contributions of the SECURE 2.0 Act.
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401(k) Plans, ERISA, SECURE Act 2
Miles Gibson | 2.10.2023

SECURE 2.0 Act – Section 303. Retirement Savings Lost and Found

Learn more about Section 303. Retirement Savings Lost and Found of the SECURE 2.0 Act.
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401(k) Plans, ERISA, SECURE Act 2
Miles Gibson | 2.10.2023

SECURE 2.0 Act – Section 338. Requirement to Provide Paper Statements in Certain Cases

Learn more about Section 338. Requirement to Provide Paper Statements in Certain Cases of the SECURE 2.0 Act.
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401(k) Plans, ERISA, SECURE Act 2
Miles Gibson | 2.10.2023

SECURE 2.0 Act – Section 121. Starter 401(K) Plans for Employers with No Retirement Plan

Learn more about Section 121. Starter 401(K) Plans for Employers with No Retirement Plan of the SECURE 2.0 Act.
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401(k) Plans, ERISA, SECURE Act 2
Kyle Zeller | 2.9.2023

SECURE 2.0 Act – Section 109. Higher Catch-Up Limit to Apply at Age 60, 61, 62 and 63

Learn more about Section 109. Higher Catch-Up Limit to Apply at Age 60, 61, 62 and 63 of the SECURE 2.0 Act.
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401(k) Plans, ERISA, SECURE Act 2, Tax
Kirk Mitchell | 2.9.2023

SECURE 2.0 Act – Section 114. Deferral of Tax for Certain Sales of Employee Stock to Employee Stock Ownership Plan Sponsored by S Corporation

Learn more about Section 114. Deferral of Tax for Certain Sales of Employee Stock to ESOP Sponsored by S Corporation of the SECURE 2.0 Act.
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