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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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| 4.3.2023

April 2023 Newsletter: SDRS Newsletter – Advantage of Saving Early

The early bird really could get the worm! In the chart provided you will find no secret tips or tricks to investing that cite prior market events: just plain old math.
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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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| 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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