Our Thoughts On

The Impact of COVID-19 on Your 401(k)

For most people, the largest asset they own is their qualified retirement plan. For some, this account may be in the “accumulation” phase for ...

The Impact of COVID-19 on Your 401(k)

The Impact of COVID-19 on Your 401(k)

For most people, the largest asset they own is their qualified retirement plan. For some, this account may be in the “accumulation” phase for

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Behavioral Investing Challenges

Human emotion has been shown to be the Achilles Heel of most investors as Charles Munger, long-time partner of Warren Buffet, once said, “A lot of

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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

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SECURE Act: Increase in Cap for Automatic Enrollment for Safe Harbor Plans

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes a provision that impacts 401(k) plans that utilize the automatic

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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

read more >

SECURE Act: Increase in Cap for Automatic Enrollment for Safe Harbor Plans

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes a provision that impacts 401(k) plans that utilize the automatic

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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

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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

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Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

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Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
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McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876