Big Thinking. Personal Focus.

Why Schneider Downs Wealth Management Advisors?

Individual Investors, Trusts, and Estates

Investment management tailored to your goals.

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Retirement Solutions

Employee benefits solutions for your organization's needs.

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Institutions and Non-Profits

Investment strategies to further your mission.

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Schneider Downs Wealth Management has been providing investment and retirement services since 2000. Although our service platforms continue to evolve, the commitment to our clients remains our first priority.

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SECURE Act: Increase in Age for Required Minimum Distributions (Section 114)

The SECURE (Setting Every Community Up for Retirement Enhancement) Act institutes a number of changes for retirement plan sponsors and participants, including ...

SECURE Act: Increase in Age for Required Minimum Distributions (Section 114)

SECURE Act: Expansion of Section 529 Plans (Section 302)

Well established and evolved over the years, 529 plans are tax-advantaged strategies designed to encourage saving for future education costs. Withdrawals

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SECURE Act: Expansion of Section 529 Plans (Section 302)

Well established and evolved over the years, 529 plans are tax-advantaged strategies designed to encourage saving for future education costs. Withdrawals

read more >

SECURE Act: Plan Adopted by Filing Due Date for Year May Be Treated as In Effect as of Close of Year (Section 201)

The SECURE Act contains a provision that grants employers additional time to adopt a qualified retirement plan. Under current law, in order to make tax-deductible

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SECURE Act: Plan Adopted by Filing Due Date for Year May Be Treated as In Effect as of Close of Year (Section 201)

The SECURE Act contains a provision that grants employers additional time to adopt a qualified retirement plan. Under current law, in order to make tax-deductible

read more >

SECURE Act: Modification of Required Minimum Distribution Rules for Designated Beneficiaries (Section 401)

Based on the new provisions of the SECURE Act, there are now much more restrictive rules surrounding a required minimum distribution (RMD) to designated

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SECURE Act: Modification of Required Minimum Distribution Rules for Designated Beneficiaries (Section 401)

Based on the new provisions of the SECURE Act, there are now much more restrictive rules surrounding a required minimum distribution (RMD) to designated

read more >

SECURE Act: Modification of PBGC Premiums for Cooperative and Small Employer Charity Plans (Section 206)

Many charities and cooperative associations provide their employees with retirement benefits through defined benefit multi-employer pension arrangements

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SECURE Act: Modification of PBGC Premiums for Cooperative and Small Employer Charity Plans (Section 206)

Many charities and cooperative associations provide their employees with retirement benefits through defined benefit multi-employer pension arrangements

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contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876