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Our Thoughts On...
Three Ways to Strengthen Your Retirement Plan Committee
Retirement plan committees aren’t required by ERISA, but they can be extremely beneficial nonetheless — especially for larger plans. And if they’re constructed and operated appropriately, they can even help in the event a sponsor is sued. Read more.
2022 Retirement Plan Limitations
Click "Read more" to see the 2022 Retirement Plan Limitations from the IRS. Read more.
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Four Ways to Increase Employee Retirement Contributions
As a retirement plan sponsor, you want your employees to save the most they can in order to reach their maximum retirement potential. A significant amount of research says that you can improve both employee participation and their saving rates. Here are four ways you can help your employees start building a confident retirement. Read more.
3(38) Advisory Services - Should Fiduciaries Outsource Retirement Plan Investment Responsibility?
Fiduciaries are personally responsible for participant losses resulting from a fiduciary breach. Plan sponsor fiduciaries who handle plan investments themselves, or use advisors who do not assume fiduciary status, face potential exposure for both investment performance and all plan fees. Read more.
Schneider Downs Wealth Management Advisors, LP is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax, or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.