Corporate Retirement

Managing business retirement plans can be complicated.

• Regulations constantly evolve.
• Fiduciary responsibilities grow.
• Employees demand more from their benefits.

That’s why you need a partner who not only understands the landscape but also lightens your burden. Greenspring Advisors is that partner.

Guidance for Employer-Sponsored Retirement Plans

We understand first-hand the weight of caring for your employees who trust and depend on you to provide a robust retirement plan. Our consultative approach will help you fulfill your fiduciary obligations while also reducing any confusion, stress, and risks associated with managing a retirement plan on your own.

We offer our clients a team of credentialed advisors backed by *9technology, methodologies, and service models. This ensures that your corporate retirement plan is not only compliant and cost-effective, but also a valuable tool for recruiting and retaining top talent.

How We Help Your Company

At Greenspring Advisors, our services go far beyond setting up a plan. We become your strategic partner, guiding you through every aspect of plan management:

Strategic Plan Management & Fiduciary Support

As your advisor, we help you navigate fiduciary responsibilities with confidence. We provide clear guidance and resources to ensure your retirement plan meets all regulatory obligations while striving to reduce your administrative burden and exposure to risk.

Investment Selection & Monitoring

We believe that a strong retirement plan starts with an effective and diversified investment lineup. Our advisors will work with your fiduciary committee to develop an investment menu that aligns with your employees’ financial goals while meeting fiduciary standards. We regularly monitor investments to ensure they remain prudent choices.

Fee Analysis, Benchmarking & Negotiation

Managing costs is critical to your plan’s success. We conduct comprehensive fee analyses, benchmark your current providers, and negotiate better terms when possible. This ensures your corporate retirement plan remains competitive and cost-effective.

Vendor Management, Search & Selection

Choosing the right providers is crucial. We lead vendor searches, evaluate service providers, and help you select those best suited to your organization’s goals. Our ongoing vendor management services help ensure quality and value.

Plan Design Consulting & Implementation

Your retirement plan should reflect the unique needs of your business or non-profit. We help design and implement plans that support your workforce demographics, budget, and benefits philosophy, while optimizing participation and outcomes.

How We Help Your Employees

At Greenspring Advisors, we believe that the success of any corporate retirement plan ultimately comes down to employee engagement and outcomes. That’s why we offer comprehensive support directly to your workforce.

Coaching & Advice from a CFP®

Each employee has access to personalized financial coaching from a Certified Financial Planner™ professional. Our one-on-one sessions help employees make informed decisions about their retirement readiness and overall financial wellness.

Quantitative Risk Measurement & Alignment

Understanding risk is critical. We provide employees with tools to assess their individual risk tolerance so that they can properly align their investment choices with their long-term goals.

Retirement Probability Analysis

Employees gain access to robust retirement probability analyses, showing them — in simple, clear terms — whether they are on track to meet their goals. This clarity builds confidence and drives higher engagement.

Monthly Communication & Quarterly Check-Ins

Financial education isn’t a one-time event. We provide ongoing monthly communications and quarterly check-ins to reinforce good financial habits, answer questions, and keep participants motivated on their journey to retirement.

Pre-Retirement Financial Planning Curriculum

Employees approaching retirement have unique needs. We offer specialized pre-retirement education to help them navigate key decisions about Social Security, Medicare, distributions, and income planning.

Corporate Retirement Plan Management That Works

At Greenspring Advisors, we pride ourselves on working closely with employers to design retirement plans that are simple to understand, easy to manage, and beneficial to employees. We bring a hands-on approach to plan management, ensuring that every detail — from compliance to communication — is handled professionally.

Our proprietary methodologies and technology platforms enable you to have real-time access to data, track plan health metrics, and see participant outcomes clearly. Our mission is simple: to help your organization offer the best possible retirement plan while freeing you to focus on running your business.

Employee Financial Wellness: The Key to Organizational Success

There is a direct connection between the health of your business and the financial well-being of your employees. Greenspring’s Employee Financial Wellness program, (k)larity @ Work™, offers personalized financial support to help your team members:

• Understand their finances
• Build healthy money habits
• Save effectively for retirement
• Manage debt
• Plan for life’s major expenses

Through educational workshops, private financial coaching, interactive tools, and ongoing support, we empower your employees to achieve their financial goals— benefiting both them and your organization.

Serving Businesses and Non-Profits Alike

Whether you’re running a dynamic business, a mission-driven non-profit, or a growing professional services firm, Greenspring Advisors understands your unique challenges. We have extensive experience designing and managing non-profit retirement plans that align with organizational values, budget constraints, and diverse employee bases.

Non-profit organizations often face additional hurdles when it comes to retirement plans — including complex funding sources, multiple employee classes, and regulatory compliance under ERISA and 403(b) guidelines. Our team knows how to navigate these complexities and deliver retirement plans that meet the needs of non-profits and their valuable employees.

Why Greenspring Advisors?

Choosing a partner to oversee your retirement plan is a major decision. At Greenspring Advisors, we deliver:

• Experienced, credentialed advisors with fiduciary experience
• Industry-leading technology and communication tools
• True partnership model focused on your goals
• Commitment to financial wellness for every participant

With locations in Towson, MD, Paramus, NJ, and Lancaster, PA, we are positioned to serve organizations throughout the Mid-Atlantic and beyond.

Ready to Build a Better Plan?

If you’re ready to strengthen your employee benefit offerings and set your employees up for a comfortable retirement, it’s time to partner with Greenspring Advisors. Let us show you how we can create confidence for your organization and your retirement plan.