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.

SDWMA Thoughts on the Banking Industry and the Economy
Wealth Management
By Michael Divens | 3.28.2023

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

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SDWMA Thoughts on the Banking Industry and the Economy

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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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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SDWMA Thoughts on Silicon Valley Bank

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

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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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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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SECURE 2.0 Act – Section 303. Retirement Savings Lost and Found

Learn more about Section 303. Retirement Savings Lost and Found of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 338. Requirement to Provide Paper Statements in Certain Cases

Learn more about Section 338. Requirement to Provide Paper Statements in Certain Cases of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 121. Starter 401(K) Plans for Employers with No Retirement Plan

Learn more about Section 121. Starter 401(K) Plans for Employers with No Retirement Plan of the SECURE 2.0 Act.

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