Schneider Downs Retirement Solutions

Advisory Services

ERISA 3(21) and 3(38) fiduciary services.

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Retirement Solutions Consulting

Simplifying the complexities of regulatory compliance.

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ESOP Services

Helping privately-held businesses perpetuate success.

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Recordkeeping

Open architecture investment platform with extensive tools and resources.

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Third-Party Administration

Comprehensive and customized retirement plan design and administration.

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Executive Compensation

Services designed to attract, retain, and reward key employees.

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Retirement Solutions Resource Center

Take advantage of our library of retirement resources.

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Retirement Plan Fiduciary Risk Assessment

Evaluate how effective and compliant your retirement plan process is.

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Plan Sponsor Newsletter

Get the latest industry commentary and analysis from our team.

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* Advisory services and consulting are provided through
Schneider Downs Wealth Management Advisors, an SEC Registered Investment Advisor.

Erroneous IRS Form 8955-SSA Penalty Notices
Wealth Management
By Shad Fagerland | 9.8.2023

Learn more about the CP 283-C penalty notices mistakenly sent out on timely filed Forms 8955-SSA. ...

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Erroneous IRS Form 8955-SSA Penalty Notices

IRS Extends Roth Catch-Up Contribution Effective Date

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

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IRS Extends Roth Catch-Up Contribution Effective Date

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

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How Safe Are Your 401(k) Assets?

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

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How Safe Are Your 401(k) Assets?

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

read more >

How Safe Are Your 401(k) Assets?

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

read more >

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.

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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.

read more >

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.

read more >

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