Our Thoughts On Archive

401(k) Plans

Articles 51 - 60 of 104

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

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.

401(k) Plans, Exit and Succession Planning
Shad Fagerland | 4.17.2020

ESOPs as a Business Succession Planning Solution

Learn how ESPOs presents certain tax advantages and opportunities for tax and estate planning during business succession planning.

401(k) Plans, Coronavirus, Personal Finance, Wealth Management
Shad Fagerland | 4.17.2020

Employee Benefit Deadlines Postponed Through July 15, 2020

Review our blog and understand IRS Notice 2020-23 that extends certain benefit plan tax-related deadlines until July 15, 2020.

401(k) Plans, Coronavirus, Personal Finance, Wealth Management
Shad Fagerland | 3.30.2020

The Cares Act and Its Effect on Retirement Plans

Learn what provisions of the Coronavirus, Aid, Relief, and Economic Security (CARES) Act will have an effect on retirement plans.

401(k) Plans, Coronavirus, Personal Finance, Wealth Management
Mike Bucci | 3.23.2020

The Impact of COVID-19 on Your 401(k)

Learn more about the impact coronavirus, COVID-19, could have on your 401(k) plan.

401(k) Plans, SECURE Act, Wealth Management
Noelle Harrold | 1.28.2020

SECURE Act: Increase in Penalty for Failure to File (Section 402)

Learn about the changes to the failure to file penalties for IRS Form 5500 and related notifications.

401(k) Plans, SECURE Act
Shad Fagerland | 1.28.2020

SECURE Act – Treatment of Custodial Accounts on Termination Of Section 403(b) Plans

Learn about the changes implemented by the SECURE Act of 2019 including changes to the termination of 403b Plans.

401(k) Plans, SECURE Act, Wealth Management
Schneider Downs Professional | 1.28.2020

SECURE Act: Lifetime Income Options (Sections 109, 203 and 204)

Employer-based retirement systems have moved away from traditional pension plans that provide a lifetime stream of annual or monthly payments, which has

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