Our Thoughts On

IRS Extends Roth Catch-Up Contribution Effective Date

Learn more about IRS Notice 2023-62 and the new Roth catch-up contribution effective date.

How Safe Are Your 401(k) Assets?

Learn how the Employment Retirement Income Security Act provides protection for employer retirement plan participants.

SDWMA Thoughts on the Banking Industry and the Economy

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

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.

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.

SDWMA Thoughts on Silicon Valley Bank

Learn more about the Silicon Valley Bank collapse and why SDWMA embraces diversification.

Holiday Spending and Budgeting

Read more on Wealth Management's top tips to stay ahead of seasonal spending this year.

2023 Cost-of-Living Adjustments for Retirement Plans and IRAs

Review the Internal Revenue Service's 2023 Cost of Living Adjustments for retirement plans and IRAs.

A Sigh of Relief for Beneficiary IRA Owners

Read the latest updates regarding relief for beneficiary IRA owners due to Notice 2022-53 released in early October by the IRS.

2022 Down Markets: Costly Investor Mistake and The Powerful Growth Opportunity

Learn about the costly impact emotional selling can have on retirement accounts and the upside of "buying the dip".

IRS Extends Roth Catch-Up Contribution Effective Date

Learn more about IRS Notice 2023-62 and the new Roth catch-up contribution effective date.

IRS Extends Roth Catch-Up Contribution Effective Date

Learn more about IRS Notice 2023-62 and the new Roth catch-up contribution effective date.

How Safe Are Your 401(k) Assets?

Learn how the Employment Retirement Income Security Act provides protection for employer retirement plan participants.

SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

Learn more about – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions of the SECURE 2.0 Act.

SECURE 2.0 Act – Section 348.Cash Balance

Learn more about Section 348. Cash Balance of the SECURE 2.0 Act.

SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met

Learn more about Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met of the SECURE 2.0 Act.

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.

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

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.

SECURE 2.0 Act – Section 333. Elimination of Additional Tax on Corrective Distributions of Excess Contributions

Learn more about Section 333. Elimination of Additional Tax on Corrective Distributions of Excess Contributions of the SECURE 2.0 Act.