Plan Administration Insights

Greenspring Advisors Corporate Retirement Plan Administration Insights

Is Your Corporate Retirement Plan a “Fixer Upper”?

Coupled with the increased scrutiny by the Department of Labor (DOL) and exposure to litigation, a retirement plan that shows signs of wear and tear can become a real liability for your company and your plan fiduciaries who are responsible for taking care of it.
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Greenspring Advisors Corporate Retirement Plan Administration Insights

Why Culture Is The Most Important Thing To Look For When Hiring An Advisory Firm

In the world of corporate retirement plans and wealth management, it’s getting harder to differentiate and stand apart.
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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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Greenspring Advisors Corporate Retirement Plan Administration Insights

Correcting A Failed ADP Test

While not all plan sponsors fret at this time of year, thanks to safe harbor provisions, strong participation and deferral rates, or effective plan design — for some, it can be a frustrating time.
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Greenspring Advisors Corporate Retirement Plan Administration Insights Greenspring Advisors Corporate Retirement Fees Insights

Planning Opportunities Within the New Tax Bill

It appears the new tax bill, named the Tax Cuts and Job Act, may be signed into law before year-end.  Assuming this is the case, there are some planning opportunities to take advantage of both this year and beyond.
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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 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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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 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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