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Our advisory team safeguards your business and empowers your employees. Clarity creates confidence.

We understand first-hand the importance and the weight in responsibility it is caring for those who trust and depend on you. We also understand offering a first-class retirement plan to your employees while navigating the ever-evolving fiduciary landscape can be difficult and complicated.

That’s why you need experts dedicated to freeing you from the complexity and risks of administering a retirement plan on your own. We serve as your consultative partner by offering you a team of credentialed and dedicated top advisors. We couple our consultative approach with industry-leading technology and methodologies that provide you with, not only a top-notch plan, but a robust employee engagement experience.

How we help your company

Strategic Plan Management & Fiduciary Support

Investment Selection & Monitoring

Fee Analysis, Benchmarking & Negotiation

Vendor Management, Search & Selection

Plan Design Consulting & Implementation

How we help your employees

Coaching & Advice from a CFP®

Quantitative Risk Measurement & Alignment

Retirement Probability Analysis

Monthly Communication & Quarterly Check-Ins

Pre-Retirement Financial Planning Curriculum

Corporate Retirement Plan Management

At Greenspring we pride ourselves in working closely with companies and their fiduciaries to develop corporate retirement plans that are simple to understand and easy to deploy. We want companies and employees to have the best plans at their fingertips.

Employee Financial Wellness

There is a direct connection between the health of your business and the health and well-being of your employees. When your employees are feeling financially stressed their personal lives and productivity at work is negatively impacted. Greenspring provides a personalized support solution for your employees to help them understand their finances, make smart decisions, and place them on a path to financial peace of mind.

Greenspring Advisors Corporate Retirement Team
Corporate Retirement Managment Team

Greenspring Advisors is an Award-Winning Retirement Plan Advisor

Submit A Request For Proposal

Need a firm to manage your businesses' retirement portfolio? Submit your RFP to Greenspring Advisors.

Corporate Retirement Insights

Overcoming Mid-Career Retirement Savings Hurdles

Practical tips for Gen X and Millennial workers to save for retirement.

Helping Early-Career Employees Navigate the Saving Maze

Ways to boost financial confidence and loyalty for Gen Z employees.
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Plan Sponsor Newsletter: Fiduciary Plan Governance Q1 2024

Strengthen your fiduciary governance practices and support your employees’ financial well-being. Our latest newsletter provides tips for organizing fiduciary files, profit sharing strategies, and benchmarking your retirement plan.

The 2024 PLANADVISER Top Retirement Plan Advisers recognition recognizes the top retirement plan advisers in the industry based on quantitative measures from the year prior. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following categories: meaning, 91% – 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.

The 2024 NAPA Top DC Advisor Teams: Nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location totaling at more than $100 million in AUA, based on self-reported assets under advisement as of Dec. 31, 2023. The accolade is based on the previous calendar year’s numbers but was too unwieldy and confusing to tag it as such. The National Association of Plan Advisors has updated the title to reflect the year in which it’s released even though it is still based on last year’s numbers. Hence you will not find a list titled “2023” in the archives. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Greenspring Advisors and our advisors did not pay to be considered for this award; however, Greenspring Advisors does have a paid membership with the National Association of Plan Advisors.

The 2023 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2022. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following categories: have 150 or more 401(k) plan clients; have 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients; are female; or are younger than 40 years of age. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition. Matt Cellini, AIF® and Greg Hobson CFP®, AIF® from Greenspring Advisors, LLC, were both recognized as 2023 PLANADVISER Top Retirement Plan Advisers based on Total Retirement Plan Assets Under Advisement. Matt also was recognized based on Total Retirement Plans under Advisement and Under 40.

The 2022 NAPA Top DC Advisor Teams: Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.