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WEALTH MANAGEMENT

Navigating 2026 Retirement Plan Challenges: Practical Insights for Plan Sponsors

ERISA, Wealth Management
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Retirement plans play an increasingly vital role in shaping the long-term well-being of organizations and their employees. A well-managed plan…

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Powering AI Data Centers: Infrastructure, Energy Demand and the Evolving Grid

Can our existing energy infrastructure scale fast enough to support AI data centers without destabilizing the grid or driving up…

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RMD Rules for 2026: Who’s Affected, Deadlines, Penalties, and Key Changes (SECURE 2.0)

Article Summary: RMD Rules for 2026 SECURE Act 2.0 updated when required minimum distributions (RMDs) begin, how deadlines work, and…

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January 2025 Investment Corner – The Importance of an Independent Fed

Why Markets Are Reassessing Fed Independence Markets at home and abroad recently found themselves reassessing the independence of the United…

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December 2025 Market Recap

Article Summary: December 2025 Market Recap This article reviews a volatile yet rewarding 2025 for investors, highlighting strong equity and…

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November 2025 Market Recap

A late-session rally on the final trading day of the month lifted the S&P 500 to a modest 0.2% gain…

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Investment Corner: Are We In A Bubble? – The Bubble Triangle

One of the dominant themes in capital markets over the past few years has been the rise of artificial intelligence…

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October 2025 Market Recap

The S&P 500 has now posted six consecutive monthly gains, while the NASDAQ has extended its winning streak to seven.…

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October Investment Corner - What is a Government Shutdown?

Every year, Congress must pass, and the President must sign, budget legislation for the next fiscal year, consisting of 12…

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September 2025 Market Recap

U.S. equity markets seemed to have forgotten about the historical context that September has brought for investors. Historically, September has…

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September Investment Corner – The Impact of Fed Rate Cuts

On September 17th, Federal Reserve Chairman Jerome Powell announced a 0.25% cut to the federal funds rate, lowering the target…

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RETIREMENT SOLUTIONS

Ready, Set, “Catch-Up!” – Unpacking Proposed Regs. Regarding Catch-Up Contributions Under SECURE 2.0

401(k) Plans, Benefits, ERISA
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On January 10, 2025, the U.S. Department of the Treasury and the Internal Revenue Service released proposed regulations to clarify…

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2025 Cost-of-Living Adjustments for Retirement Plans and IRAs

The Internal Revenue Service published 2025 Cost-of-Living Adjustments (COLA) in Notice 2024-80 on November 1, 2024. The COLA increases will…

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

The Internal Revenue Service published 2024 Cost-of-Living Adjustments (COLA) in Notice 2023-75 on November 1, 2023. The COLA increases will…

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Incentive Compensation for Construction Industry Employers

Good employees are hard to find, particularly in the construction industry. If your business has struggled to attract and retain…

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How Safe Are Your 401(k) Assets?

Recent bank failures along with continued speculation of more to come has led many Americans to question the safety of…

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SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions Under current law, retirement plans may…

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SECURE 2.0 Act – Section 314. Penalty-Free Withdrawal From Retirement Plans for Individual Case of Domestic Abuse

With the SECURE 2.0 Act (SECURE 2.0) being signed into law, there is a focus on improving the flexibility for…

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SECURE 2.0 Act – Section 127. Emergency Savings Accounts Linked to Individual Account Plans

SECURE 2.0 Act – Section 127. Emergency Savings Accounts Linked to Individual Account Plans Section 127 of the SECURE 2.0…

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SECURE 2.0 Act – Section 302. Reduction in Excise Tax on Certain Accumulations in Qualified Retirement Plans

SECURE 2.0 Act – Section 302. Reduction in Excise Tax on Certain Accumulations in Qualified Retirement Plans The SECURE 2.0…

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SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met

SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met Applicable…

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SECURE 2.0 Act – Section 316. Extended Time to Adopt Plan Amendments to Increase Benefit Accruals

SECURE 2.0 Act – Section 316. Extended Time to Adopt Plan Amendments to Increase Benefit AccrualsSection 316 of the SECURE…

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Whether you’re planning for the future, managing complex wealth, or seeking guidance for your business, our team is here to help. Connect with a Schneider Downs advisor to see how our personalized, fiduciary-first approach can make a difference in your financial journey.
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