Managing a corporate retirement plan is complex.

(k)larity® makes it simple.

Greenspring is an independent, fee-only firm, specializing in holistic, progressive, and unbiased investment advisory services to retirement plan fiduciaries. Passion drives our efforts to put our clients’ needs first and help them navigate the complex financial journey that will result in their long-term financial well-being. Our team of retirement plan advisors assist, educate, and advise our clients so you truly understand the complex and ever evolving retirement plan landscape creating confidence.

How We Provide (k)larity®

Whether you oversee a 401(k) or 403(b) investment lineup, a defined benefit portfolio, or an endowment’s long-term asset pool, you need to have confidence you have a capable and experienced team by your side. Trusting Greenspring provides you:

Plan Design with Fiduciary Oversight

Plan Administration and Expertise

Comprehensive EE wellness and Advice

Genuine Partnership

Plan Design with Fiduciary Oversight

Our firm was founded upon the principle that clients are best served by working with an independent firm that serves in the trusted position of “fiduciary”; meaning our obligation is to work exclusively in you and your employee’s best interests. Therefore, we serve you in a comprehensive fiduciary capacity by offering process and protection while designing your plan – and we ensure your plan avoids potential litigation. In addition to plan design, we include plan committee oversight, fiduciary training, fee discussions, and vendor management.

Plan Administration and Expertise

As administrators we help simplify and streamline the design, implementation and ongoing management of your plan. We have extensive experience with compliance and ERISA matters to help advise you on a broad range of technical issues. We also commit to an annual plan review to ensure you’re on track to meet your goals, that the strategies to achieve them are still working, and that the measures of success we’ve defined together are still relevant.

Comprehensive Employee Financial Wellness & Advice

We also act as a fiduciary to your employees, always working in their best interest and giving them unbiased, objective advice through our (k)larity @ Work® platform. Your employees have access to a CFP® as their dedicated point of contact. S/he gets to know your employees and can respond quickly to questions or issues. We also address individual participants, document interactions to provide fiduciary protection, and help improve participant outcomes with four powerful digital planning tools: an easy-to-use budgeting tool, a debt management tool, a robust retirement analysis and stress testing tool, and a risk analytics platform.

Genuine Partnership

We are your trusted advocates. Your plan is assigned a dedicated team of long-standing, tenured professionals all of whom will know and understand your plan. We have eleven CFP®’s, four AIF®’s, two CRPS®’s and an ARPC on staff. You can be confident your questions will be addressed, and your issues resolved by a credentialed and experienced team.

Take the free (k)larity Quotient® Assessment

Our proprietary methodology uses nearly 40 key performance indicators (KPIs) to help organizations assess, compare and improve retirement plan performance. Find out how your plan measures up against current industry best practices by answering 16 simple questions

Corporate Retirement Insights

Stretching the 401(k) Match Contribution – A Good Idea?

"Stretching the match" means raising the employee contribution threshold to receive the full employer match. Is it a good idea?

Employee Financial Wellness: Part 2

We view employee financial wellness as a critical benefit to your employees and to the health of your organization. In part two, we look at trends in employer financial wellness programs and discuss Greenspring’s solution.

Employee Financial Wellness: Part 1

An effective financial wellness program can power the success of your company while building deeper employee engagement and loyalty.