Webinar: SECURE Act 2.0: What Plan Sponsors Need to Know (and Do)

Join Greenspring Advisors as we host Mary Grason, Owner; Pollard & Associates, and Adrienne Robertson, Head of Regulatory and Fiduciary Services; Transamerica, on a topical discussion regarding the newly legislated Secure Act 2.0.

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BREAKING: President Biden’s Student Loan Relief Plan

As you have probably heard, President Biden last week announced his long-awaited student loan relief plan, with the headline being $10,000 in student debt cancellation for certain borrowers.

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Webinar: Legal and Regulatory Update for Plan Sponsors

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Senate Control May Fuel Retirement Policy Moves

Throughout the presidential campaign, we heard several proposals pertain to retirement and retirement plans that President Biden is likely to pursue now that he’s taken office.

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2021 IRS Cost of Living Adjustments Affecting Retirement Plan Contributions

Late last month, the IRS announced the cost-of-living adjustments affecting dollar limitations for defined contribution and defined benefit retirement plans for tax year 2021.

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Five Plausible Reasons Why the Stock Market Keeps Climbing

Why does the stock market keep going up despite the awful economy? This is by far the most common question we are hearing from clients right now.

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Cybersecurity Considerations for Plan Sponsors

Across the retirement industry, technology and digitization are delivering significant enhancements for participants and plan sponsors. But the increasing usage and reliance on technology come at an additional cost — cybersecurity.

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PPP Loan Forgiveness and Business Owner Retirement Contributions

One of the six areas of spending that qualifies for PPP Loan forgiveness is employer retirement contributions. Thus, many business owners are looking to accelerate company contributions during the eight weeks following receipt of the funds. But there’s a catch.

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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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