Plan Administration Insights

Don’t Miss Out: SECURE Act Tax Credits & 401(k) Plan Features

The most comprehensive pension reform in 20 years, the SECURE Act, is a step forward to allow people greater access to retirement plans.

Your Employees Want (And Need) More Than Just Financial Education

Financial wellness programs that stop at education are no longer enough to satisfy the needs of employees. While financial education is an important part of a complete financial wellness program, employees also want/need the tools and resources that can help them take their newfound knowledge and apply it to their personal finances.

Webinar: Student Loan State of the Union

Two diverse businesspeople smiling while working on a laptop together at the end of a boardroom table in an office

Pros and Cons of Guaranteed Lifetime Income

Paychecks for Life: What is Guaranteed Lifetime Income? Annuities and similar products may help address retirement income concerns.
Business partnership coworkers using a tablet to chart company financial statements report and profits work progress and planning in office room.

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.

Stretching the 401(k) Match Contribution – A Good Idea?

"Stretching the match" means raising the employee contribution threshold to receive the full employer match. Is it a good idea?

Employee Financial Wellness: Part 2

We view employee financial wellness as a critical benefit to your employees and to the health of your organization. In part two, we look at trends in employer financial wellness programs and discuss Greenspring’s solution.

Employee Financial Wellness: Part 1

An effective financial wellness program can power the success of your company while building deeper employee engagement and loyalty.

Just Breathe: Greenspring Election Day Insights

On the day of what has been billed as the most important election of our generation, we wanted to revisit a very important question for investors:  Should elections influence long-term investment decisions?  To answer that question, it makes sense to dive into some of the data to lend us some perspective.