My goal is to make sure our clients are provided solid information regarding their employee benefit plan in an effective and timely manner.
Caleb began his career with Schneider Downs in the Retirement Solutions practice in 2016. Over the years he has helped administer many of the day-to-day aspects of employee retirement plans. His responsibilities include ensuring plan compliance with the IRS non-discrimination requirements, preparing annual returns and reports required by IRS and DOL, calculating employer contributions, preparing retirement plan documents, and making plan corrections.
Caleb lives in Oakmont, PA. He enjoys spending time with friends and family, going to the gym, fishing, and traveling.
B.S. in Management Information Systems, Pennsylvania State University (Erie)
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Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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