Schneider Downs Retirement Solutions

 

 

Helpful Links


Evaluate how effective and compliant your retirement plan process is.

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

Erroneous IRS Form 8955-SSA Penalty Notices

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

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.

read more >

IRS Extends Roth Catch-Up Contribution Effective Date

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

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 >

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.

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 >

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 >

contact us