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ERISA

Articles 11 - 20 of 55

Jason Lumpkin and Alexander Papson Featured in Us Chamber Article

Jason Lumpkin and Alexander Papson of Schneider Downs Wealth Management Advisors provides insight on small business considerations and the SECURE Act.

Alexander Papson Featured in Plan Sponsor Magazine Secure Act Article

Schneider Downs’ Alexander Papson provides insight on plan sponsor considerations related to the SECURE Act.

Tips and Tricks to Ensure You’re Ready for Your Employee Benefit Plan Audit

Many benefit plans subject to ERISA that have a December 31 year-end file an extension, and delay issuing financial statements and filing the Form 5500
ERISA
Jeanne Barrett | 4.13.2020

Form 5500 Filing Relief for Filings Due Before July 15, 2020

The IRS issued Notice 2020-23 which includes Form 5500, Annual Return/Report of Employee Benefit Plan due to be filed between the period April 1, 2020

| 4.13.2020

1Q20 Market Commentary

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

Extensions for Form 11-K Filings as a Result of COVID-19

In response to the pandemic caused by COVID-19, on March 4 the Securities and Exchange Commission (SEC) enacted reporting relief from certain provisions

Market dive puts advisers on the offensive

Derek Eichelberger, director of investment strategy at Schneider Downs Wealth Management Advisors, provides insight into maintaining composure in a poor

| 3.1.2020

Participant Newsletter March 2020

The big question when it comes to retirement is, “How much money am I going to need?” With all of the advanced education and strategy tools available, it is still often difficult to understand the difference between what you can save for retirement and what is needed to retire.

| 3.1.2020

SDWMA Newsletter March 2020

President Donald Trump signed into law the Coronavirus Stimulus Bill on March 27, 2020. At over eight hundred pages long, the bill offers much-needed support

David Brinkman provides insight 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

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