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401(k) Plans

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David Brinkman provides recommendations on what to do with your tax refund.

Have you ever wondered how you should spend your tax refund? David Brinkman, investment relationship manager with Schneider Downs Wealth Management Advisors

SECURE Act: Increase in Penalty for Failure to File (Section 402)

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) contains a provision that increases penalties for failure to file federal

SECURE Act: Increase in Penalty for Failure to File (Section 402)

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) contains a provision that increases penalties for failure to file federal

SECURE Act: Lifetime Income Options (Sections 109, 203 and 204)

Employer-based retirement systems have moved away from traditional pension plans that provide a lifetime stream of annual or monthly payments, which has

SECURE Act – Treatment of Custodial Accounts on Termination Of Section 403(b) Plans

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes a provision that makes it easier for plan sponsors to terminate

SECURE ACT - Modification of Nondiscrimination Rules to Protect Older, Longer-Service Participation

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes provisions that grant nondiscrimination testing relief for

SECURE Act – Multiple Employer Plans and Pooled Employer Plans

Among the more significant retirement plan-related changes in the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) are new

SECURE Act - Part-Time Employee Participation

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes a provision that would require 401(k) plans to cover certain

SECURE Act: Treating Excluded Difficulty of Care Payments as Compensation for Determining Retirement Contribution Limitations

Many home healthcare workers do not have taxable income because their only compensation comes from “difficulty of care” payments that are exempt

SECURE Act: Benefits for Volunteer Firefighters and Emergency Medical Responders

Back in 2007, the Volunteer Responder Incentive Protection Act (VRIPA) was enacted, exempting property tax benefits and up to $600 per year of other incentives

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