SERVICES INDUSTRIES RESOURCES ABOUT US CAREERS CLIENT PORTAL MAKE A PAYMENT OUR THOUGHTS ON Sort by Most Recent Most Viewed Categories Authors Donna Wolfson ARTICLES 1 - 10 OF 20 401(K) PLANS, PRIVATE CLIENT SERVICES, WEALTH MANAGEMENT DONNA WOLFSON | 11.3.2020 2021 Retirement Plan Limitations Review the recently released cost-of-living adjustments (COLA) as released by the Internal Revenue Service, taking effect January 1, 2021. READ MORE 401(K) PLANS, CORONAVIRUS, PERSONAL FINANCE, WEALTH MANAGEMENT DONNA WOLFSON | 6.10.2020 IRS Provides Temporary Signature Relief For Retirement Plan Elections By Donna Wolfson, Schneider Downs Retirement Solutions Recognizing the difficulty of meeting a “physical presence” requirement during the COVID-19 READ MORE BENEFITS, ERISA, WEALTH MANAGEMENT DONNA WOLFSON | 6.4.2020 Department of Labor Finalizes Electronic Disclosure Rules Following up on their proposed regulations from October 2019, the Department of Labor (“DOL”) on May 21, 2020 issued final regulations regarding the READ MORE 401(K) PLANS, CORONAVIRUS, PERSONAL FINANCE DONNA WOLFSON | 5.4.2020 ADDITIONAL COVID-19 DISASTER RELIEF FOR RETIREMENT PLANS Learn more about the Disaster Relief Notice 2020-01 released by the U.S. Department of Labor in response to to the COVID-19 pandemic. READ MORE Register to receive our weekly newsletter with our most recent columns and insights. SUBSCRIBE FOR UPDATES CARES ACT, CORONAVIRUS, LOANS, WEALTH MANAGEMENT DONNA WOLFSON | 4.2.2020 STUDENT LOAN DEBT RELIEF UNDER THE CARES ACT Learn more about the federal student loan debt relief opportunities under the CARES Act. READ MORE CORONAVIRUS, INTERNAL REVENUE SERVICE, PERSONAL FINANCE, WEALTH MANAGEMENT DONNA WOLFSON | 4.2.2020 IRS EXTENDS DEADLINES FOR SELECT RETIREMENT PLANS Learn more about the IRS's extension of deadlines for select retirement plans due to the COVID-19 pandemic. READ MORE 401(K) PLANS, SECURE ACT DONNA WOLFSON | 1.28.2020 SECURE Act: Church-Controlled Organizations: Clarification of Retirement Income Account Rules Under the Secure Act Learn about the changes to the Church controlled organization retirement plans from the SECURE Act. READ MORE SECURE ACT, WEALTH MANAGEMENT DONNA WOLFSON | 1.28.2020 SECURE Act: Stipends Treated as Compensation Several provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) pertain to IRAs. One of these affects stipends READ MORE Register to receive our weekly newsletter with our most recent columns and insights. SUBSCRIBE FOR UPDATES 401(K) PLANS, SECURE ACT DONNA WOLFSON | 1.28.2020 SECURE Act: Benefits for Volunteer Firefighters and Emergency Medical Responders Back in 2007, the Volunteer Responder Incentive Protection Act (VRIPA) was enacted, exempting property tax benefits and up to $600 per year of other incentives READ MORE 401(K) PLANS, SECURE ACT DONNA WOLFSON | 1.28.2020 SECURE Act: Treating Excluded Difficulty of Care Payments as Compensation for Determining Retirement Contribution Limitations Highlights of 2020 SECURE Act Section provided by Schneider Downs Retirement Solutions. READ MORE « 1 2 » Register to receive our weekly newsletter with our most recent columns and insights. SUBSCRIBE FOR UPDATES See Schneider Downs ratings and testimonials on ClearlyRated. PRIVACY POLICY|LEGAL INFORMATION|SITE MAP Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA. © 2021 Schneider Downs & Co., Inc. Maryland license number 35239