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.