Compliance Insights

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Greenspring Advisors Corporate Retirement Compliance Insights

2022 Compliance Calendar for 401(k) Plans

Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today!
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Greenspring Advisors Corporate Retirement Plan Administration Insights Greenspring Advisors Corporate Retirement Compliance Insights

The Evidence Behind The Argument For Passive Management

“Passive” management (often referred to as “indexing”) is actually not a great descriptor, so let me quickly explain the difference between this style of investing and the traditional approach often referred to as “active management.”
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Greenspring Advisors Corporate Retirement Compliance Insights

Just Another Reason To Avoid Big Wall Street Firms

The more things change, the more they stay the same.  For all the advertising and PR big financial firms are doing to show how they are “on your side,” not much has changed over the years.
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Greenspring Advisors Corporate Retirement Plan Administration Insights Greenspring Advisors Corporate Retirement Compliance Insights

An Ironic Twist to 401k Fee Lawsuit Settlements

For those of you keeping score at home, the pace of 401k fee lawsuits is increasing. More and more large companies are being sued, and even higher education institutions and learning are in the crosshairs.
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In-Plan Roth 401(k) Conversion- Is It Right For You?

A Roth IRA is a wonderful vehicle, especially if someone has already maxed out their other tax-advantaged accounts (e.g., 401K).  For those not eligible for a Roth IRA or those who can’t get enough Roth, there is a relatively new option.
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