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Articles 51 - 55 of 55

| 3.1.2019

Wealth Management Newsletter - March 2019

Spring, we thought it would never arrive! And as of this writing, it really still hasn't, except on the calendar. Watching the change of seasons is one way to mark the passage of time. Watching the changes in the markets is another. In this letter, David Brinkman talks about the last 10 years in the U.S. large company market, along with a few examples of the importance of tax-efficient investing.
Audit, ERISA
Todd Lucas | 1.15.2019

Long-Awaited Employee Benefit Plan Audit Standard Final Balloted

In April 2017, the Audit Standards Board (ASB) issued an exposure draft of the Proposed Statement on Auditing Standards (SAS), Forming an Opinion and Reporting

Making Your Benefit Plan Audit Easier

Generally, any plan with 100 or more participants requires a plan audit. Whether your plan has already reached this threshold or you anticipate the plan
ERISA
Lindzee Nicholson | 1.11.2019

Mortality Scale 2018 Update

In October 2018, the Society of Actuaries released its annually updated mortality improvement scale for pension plans, MP-2018, based on the same methodology

| 1.1.2019

Plan Sponsor Newsletter - Winter 2019

This e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.

| 12.31.2018

4Q18 Market Commentary

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

| 12.10.2018

Nancy Skeans offers thoughtful financial counsel to the rising number of couples choosing cohabitation without marriage.

As more couples choose to live together, they need to “have the finance talk first” as Nancy reminds us in the Forbes Magazine article “The

| 12.1.2018

Wealth Management Newsletter - December 2018

As we all celebrate the holidays at this time of year, it often involves gifts. When we struggle to find that one perfect gift for someone, it's always

| 12.1.2018

Participant Newsletter - December 2018

You have big dreams for your children. Maybe they will grow to be an astronaut or a doctor—their potential has no limit. Have you considered how

Revenue Procedure 2018-52 Released by IRS: VCP Modifications

On September 28, 2018, the IRS released Revenue Procedure 2018-52, which will be effective as of January 1, 2019 and supersedes Revenue Procedure 2016-51.

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