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Our Thoughts On...
Common Fiduciary Errors
An ounce of prevention is worth a pound of cure. This saying is universal and certainly applies to fiduciary responsibility. Beginning the year with an eye towards avoiding some of the most common errors makes sense. Read more.
Should You Adopt a Plan Committee Charter?
The primary purpose of a committee charter is to
document overall plan governance. Even small plans with a single fiduciary who makes all plan management decisions can benefit from having a plan governance document. Read more.
U.S. Department of Labor Issues Missing Participant Guidance
On January 12, 2021, the US Department of Labor’s Employee Benefits Security Administration (EBSA) announced guidance to plan fiduciaries regarding their obligation to locate and distribute retirement benefits to missing or non-responsive participants.  Read more.
Where Cybersecurity and Fiduciary Responsibility Meet
It’s rare to go a day without seeing a headline
about a data breach, fraud, ID theft, or some other
cybersecurity issue occurring. It’s a constant battle
that businesses and organizations have to wage to
stay ahead of hackers and fraudsters who want to
steal their data and take control of their systems. 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.