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401(k) Plans, ERISA, Wealth Management
Alexander Papson | 11.3.2023

2024 Cost-of-Living Adjustments for Retirement Plans and IRAs

Learn more about the 2024 cost-of-living-adjustments for retirement plans and IRAs.

Third Party Risk Management, Wealth Management
Sean McCann | 10.12.2023

Dumb Money: An Honest Review of the Film Adaptation of the GameStop Short Squeeze

Read more about the lessons to be found in the Dumb Money film.

401(k) Plans, Construction, Wealth Management
Shad Fagerland | 10.4.2023

Incentive Compensation for Construction Industry Employers

Discover how a nonqualified deferred compensation plan (“NQDC plan”) offers features and advantages to construction industry employers struggling to retain talent.

Wealth Management
Shad Fagerland | 9.8.2023

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.

SECURE Act 2, Wealth Management
Shad Fagerland | 9.6.2023

IRS Extends Roth Catch-Up Contribution Effective Date

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

401(k) Plans, ERISA, Wealth Management
Kyle Zeller | 5.10.2023

How Safe Are Your 401(k) Assets?

Learn how the Employment Retirement Income Security Act provides protection for employer retirement plan participants.

Wealth Management
Michael Divens | 3.28.2023

SDWMA Thoughts on the Banking Industry and the Economy

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

Benefits, ERISA, Wealth Management
Alexander Papson | 3.24.2023

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.

Wealth Management
Michael Divens | 3.19.2023

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.

Wealth Management
Jason Staley | 3.13.2023

SDWMA Thoughts on Silicon Valley Bank

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

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