Plan Administration Insights

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.

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.

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.

Key Considerations for Suspending Employer 401(k) and 403(b) Contributions

In these unprecedented and uncertain economic times, many plan sponsors are looking at ways to conserve cash and control spending. One strategy some plan sponsors may consider is a suspension, reduction, or delay of employer contributions to its retirement plan

Always Look on the Bright Side (read that without whistling!)…

When we see what seems like the entire investing world taking a view opposite of what the overwhelming odds tell us about markets long-term, we thought it would make sense to highlight some of the positive news out there that you may not be hearing.