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Donna Wolfson

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401(k) Plans, Private Client Services, Wealth Management
Donna Wolfson | 11.3.2020

2021 Retirement Plan Limitations

Review the recently released cost-of-living adjustments (COLA) as released by the Internal Revenue Service, taking effect January 1, 2021.

401(k) Plans, Coronavirus, Personal Finance, Wealth Management
Donna Wolfson | 6.10.2020

IRS Provides Temporary Signature Relief For Retirement Plan Elections

By Donna Wolfson, Schneider Downs Retirement Solutions Recognizing the difficulty of meeting a “physical presence” requirement during the COVID-19

Benefits, ERISA, Wealth Management
Donna Wolfson | 6.4.2020

Department of Labor Finalizes Electronic Disclosure Rules

Following up on their proposed regulations from October 2019, the Department of Labor (“DOL”) on May 21, 2020 issued final regulations regarding the

401(k) Plans, Coronavirus, Personal Finance
Donna Wolfson | 5.4.2020

ADDITIONAL COVID-19 DISASTER RELIEF FOR RETIREMENT PLANS

Learn more about the Disaster Relief Notice 2020-01 released by the U.S. Department of Labor in response to to the COVID-19 pandemic.

CARES Act, Coronavirus, Loans, Wealth Management
Donna Wolfson | 4.2.2020

STUDENT LOAN DEBT RELIEF UNDER THE CARES ACT

Learn more about the federal student loan debt relief opportunities under the CARES Act.

Coronavirus, Internal Revenue Service, Personal Finance, Wealth Management
Donna Wolfson | 4.2.2020

IRS EXTENDS DEADLINES FOR SELECT RETIREMENT PLANS

Learn more about the IRS's extension of deadlines for select retirement plans due to the COVID-19 pandemic.

401(k) Plans, SECURE Act
Donna Wolfson | 1.28.2020

SECURE Act: Treating Excluded Difficulty of Care Payments as Compensation for Determining Retirement Contribution Limitations

Highlights of 2020 SECURE Act Section provided by Schneider Downs Retirement Solutions.

401(k) Plans, SECURE Act
Donna Wolfson | 1.28.2020

SECURE Act: Benefits for Volunteer Firefighters and Emergency Medical Responders

Back in 2007, the Volunteer Responder Incentive Protection Act (VRIPA) was enacted, exempting property tax benefits and up to $600 per year of other incentives

401(k) Plans, SECURE Act
Donna Wolfson | 1.28.2020

SECURE Act: Church-Controlled Organizations: Clarification of Retirement Income Account Rules Under the Secure Act

Learn about the changes to the Church controlled organization retirement plans from the SECURE Act.

SECURE Act, Wealth Management
Donna Wolfson | 1.28.2020

SECURE Act: Stipends Treated as Compensation

Several provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) pertain to IRAs. One of these affects stipends

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