Corporate Retirement Insights

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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Is Your Company’s 401(K) Working For Employees?

Along with salaries, company benefits play a key role in attracting, retaining and motivating employees. But all too often, business owners fail to recognize what might be the weakest part of their benefit packages — their 401(k) plans.
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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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Greenspring Advisors Corporate Retirement Legislation Insights

Post Brexit Referendum

Current headlines really should refer to the "post-Brexit referendum," because only the referendum is done. In it, a narrow majority of U.K. voters called for a disunion from the EU, but any actual Brexit is likely to be playing out for years to come. Only then will we be truly "post-Brexit."
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Greenspring Advisors Corporate Retirement Plan Administration Insights

401k Advice? I Don’t Need No Stinkin’ 401k Advice!

Schwab Retirement Plan Services recently announced the results of a nationwide survey of 401k participants.
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Greenspring Advisors Corporate Retirement Plan Administration Insights Greenspring Advisors Corporate Retirement Compliance Insights

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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Greenspring Advisors Corporate Retirement Plan Administration Insights Greenspring Advisors Corporate Retirement Investments Insights

The (k)larity Quotient®

Announcing the (k)larity Quotient®, a revolutionary new tool to help companies and retirement plan committees manage their corporate retirement plan.  We are describing it as the retirement industry’s first “fiduciary performance framework.”
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