Fiduciary Governance Insights

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Greenspring Advisors Fiduciary Governance Insights

Diversity, Equity and Inclusion and its Impact on Retirement Plans

Your workforce is diverse and unique – how does your retirement plan reflect DEI efforts?
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Greenspring Advisors Fiduciary Governance Insights

A Guide to Understanding DOL Audits

A DOL Audit is no walk in the park, but you can take preventative steps to prepare by conducting due diligence and documenting your plan actions.
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Greenspring Advisors Corporate Retirement Investments Insights Greenspring Advisors Fiduciary Governance Insights

Do ESGs Fit Into Our Retirement Plan?

Employee professional and financial values are evolving, and ESG funds are beginning to represent them in the market. Will they become part of your fiduciary consideration?
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Greenspring Advisors Corporate Retirement Plan Administration Insights Greenspring Advisors Fiduciary Governance Insights

How to Prepare for a 401(k) Audit

If the DOL comes knocking, is your plan prepared for an audit? Be aware of red flags, how to respond and what documents to have ready.
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Greenspring Advisors Fiduciary Governance Insights

Q1 2022 News and Information for Employers | Fiduciary Plan Governance Edition

Get ahead of the curve: The most anticipated topics of 2022: Important information regarding audits, ESG funds and DEI in your workplace!
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Greenspring Advisors Corporate Retirement Legislation Insights Greenspring Advisors Fiduciary Governance Insights

Why Your Plan’s Investment Policy Statement (IPS) Is Probably a Fiduciary Landmine

Many retirement plans with an investment policy statement (IPS) are using one that likely creates more risk for their fiduciaries.
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Greenspring Advisors Corporate Retirement Legislation Insights Greenspring Advisors Fiduciary Governance Insights

Should You Hire an ERISA 3(38) Fiduciary Service Provider?

While more firms are starting to offer 3(38) fiduciary services, Greenspring Advisors has been 3(38) fiduciary service provider since 2007.
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Greenspring Advisors Corporate Retirement Plan Administration Insights Greenspring Advisors Corporate Retirement Fees Insights Greenspring Advisors Fiduciary Governance Insights

The Importance of Fiduciary Training for Retirement Plan Committees

One of the most important ways for a company to minimize fiduciary risk is to provide fiduciary training for retirement plan committee members.
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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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