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Wealth Management
Schneider Downs Professional | 6.11.2018

Lifestages: The Final Frontier

You have a lovely retirement mapped. But after the travel, second careers and volunteerism, when you are feeling your age, what then? What does that phase

Professional Services, Tax Reform, Wealth Management
James Moyer | 5.31.2018

Time to Revisit that Roth Conversion?

Thanks to the recently enacted Tax Cuts and Jobs Act, now could be the best time to convert your traditional IRA into a Roth IRA. Roths have been in the

401(k) Plans, Wealth Management
Miles Gibson | 4.25.2018

SEC’s Proposal at a Glance

With the fate of the Department of Labor’s Fiduciary Regulation hanging in the balance following a recent ruling by the United States Court of Appeals

Higher Education, Wealth Management
Schneider Downs Professional | 3.29.2018

How Do You Measure the Success of Your Retirement Plan?

This article was co-written by Miles Gibson. There can never be enough questions for your Investment Committee to ask as it reviews your organization’s

Health Care, Wealth Management
Schneider Downs Professional | 9.19.2017

Who Has an HSA?

With the recent turmoil in Congress over health care mandates, one thing has become crystal clear: Health Savings Account (HSA) may be your best option.

Wealth Management
Schneider Downs Professional | 9.8.2017

Equifax Breach - Are You One of the 143 Million Affected?

Credit Agency Compromise On Thursday September 7th Equifax, one of the main credit reporting and monitoring services, announced their system had been breached.

Wealth Management
Kyle Zeller | 7.20.2017

Plan Sponsors: Still Think Your Retirement Plan Is Only About The Investment Menu?

While the DOL fiduciary rule now has a full compliance date of January 1st, 2018, generally, the applicability date was June 9, 2017. Regardless of this

Wealth Management
Schneider Downs Professional | 6.21.2017

Safeguard an Important Benefit

Do you review? It is a great habit to cultivate. If you are employed, you typically have an annual open enrollment for benefits. Take time to review healthcare,

Benefits, Wealth Management
Jason Lumpkin | 6.21.2017

Principal PFIO Class Action Lawsuit

If you are a retirement plan sponsor utilizing Principal as your service provider, you may have seen that Principal was recently named as defendant in

SD Medallion Services, Tax, Wealth Management
Catherine Martz | 6.14.2017

RETIREMENT ACCOUNT LOANS--Should you use them?

The list is long--kids in college, a move to a newer house or a remodel of the current one, family members to support, and vacations to be taken before

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