Corporate Retirement Insights

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

Is Your Corporate Retirement Plan a “Fixer Upper”?

Coupled with the increased scrutiny by the Department of Labor (DOL) and exposure to litigation, a retirement plan that shows signs of wear and tear can become a real liability for your company and your plan fiduciaries who are responsible for taking care of it.
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Greenspring Advisors Corporate Retirement Plan Administration Insights

Why Culture Is The Most Important Thing To Look For When Hiring An Advisory Firm

In the world of corporate retirement plans and wealth management, it’s getting harder to differentiate and stand apart.
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Greenspring Advisors Corporate Retirement Plan Administration Insights Greenspring Advisors Corporate Retirement Investments Insights Greenspring Advisors Fiduciary Governance Insights

I’m A Fiduciary – What You Talkin’ About?

AllianceBernstein recently surveyed more than 1,000 executives and asked if they were plan fiduciaries to their corporate plan.  6% didn’t know, and 49% didn’t consider themselves fiduciaries. Here’s the catch – each of the people surveyed were actually fiduciaries when they were surveyed.
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Greenspring Advisors Corporate Retirement Plan Administration Insights

Correcting A Failed ADP Test

While not all plan sponsors fret at this time of year, thanks to safe harbor provisions, strong participation and deferral rates, or effective plan design — for some, it can be a frustrating time.
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Greenspring Advisors Corporate Retirement Plan Administration Insights Greenspring Advisors Corporate Retirement Fees Insights

Planning Opportunities Within the New Tax Bill

It appears the new tax bill, named the Tax Cuts and Job Act, may be signed into law before year-end.  Assuming this is the case, there are some planning opportunities to take advantage of both this year and beyond.
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Greenspring Advisors Corporate Retirement Plan Administration Insights

Personal Deduction Planning

Taxes, like death, are inevitable. But why pay more than you have to? The trick to minimizing your federal income tax liability is understanding the rules and making the most of your tax planning opportunities.
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Greenspring Advisors Corporate Retirement Investments Insights

Am I Having Enough Withheld?

If you fail to estimate your federal income tax withholding properly, it may cost you in various ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during the year.
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Greenspring Advisors Corporate Retirement Plan Administration Insights

Choosing an Income Tax Filing Status

Your filing status is especially important because it determines, in part, the tax rate applied to your taxable income, the amount of your standard deduction, and the types of deductions and credits available. By choosing the right filing status, you can minimize your taxes.
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