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IRS Notice 2020-52 Makes Midyear Change To Safe Harbor Plans

On June 29, the IRS issued Notice 2020-52, offering welcome relief for plan sponsors that find themselves in a difficult financial situation as a result

Financial Boot Camp Series: Is Your Estate in Proper Order?

Estate planning is the process of identifying one’s assets and providing clear instruction for who receives what assets, when they receive it, and

Fiduciaries and Excessive Fee Litigation

As a retirement plan fiduciary, it’s your responsibility to ensure that fees associated with your plan are reasonable relative to the services rendered.

| 7.14.2020

2Q20 Market Commentary

Prepared by Schneider Downs Wealth Management Advisors, L.P.

Volatility is Back … and It is Here to Stay

By Jason Staley, CFA, CAIA® Investment Relationship Manager/Director of Research and Due Diligence Schneider Downs Wealth Management Advisors, LP One

COVID-19 Economic Impact Data

COVID-19 has had a tremendous impact on global economies and it is still unclear when and in what form economies will return to normalcy. It’s the

Can Budgeting Really Lead to A Happier Life

“Put your money in the bank” - this sentence was like nails on a chalkboard to me as a child growing up. After receiving my first paycheck

Introducing the Schneider Downs Retirement Solutions Resource Center

As the Schneider Downs Retirement Solutions practice has continued to grow in service offerings and expertise, so has our depth of resources for plan

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

Department of Labor Finalizes Electronic Disclosure Rules

Following up on their proposed regulations from October 2019, the Department of Labor (“DOL”) on May 21, 2020 issued final regulations regarding the

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