Schedule a Meeting
July 18th 2022

401(k) Distribution Options to Take Charge of Your Retirement Savings

The average American will change jobs 12 times.  Searching for a better quality of life, workplace benefits or change of scenery has led Americans to move careers, with frequency.

But what happens to their old 401(k) account? Help your employees understand their four options. Share this helpful infographic that breaks down the pros and cons of each distribution.

Download the Guide

Greenspring Advisors

www.greenspringadvisors.com

One West Pennsylvania Avenue, Suite 500

Towson, Maryland 21204 | 443-654-4600

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements.  Consult your attorney or tax advisor for guidance on your specific situation.

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.

 

Greenspring Advisors is a registered investment adviser with the SEC. Registration with the SEC does not imply a certain level of skill or training. Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

Recent Insights

Greenspring Advisors Fiduciary Governance Insights

5 ERISA Fiduciary Duties Made Simple

Learn the 5 ERISA fiduciary duties every plan sponsor should understand, including loyalty, prudence, diversification, plan document compliance, and fee oversight.
Read More »
Greenspring Advisors Financial Planning Education Savings Insights

Employee Education: Advantages of a Health Savings Account (HSA)

If you are enrolled in a high-deductible health plan, it may be worth taking a closer look at how an HSA fits into your overall financial picture.
Read More »
Greenspring Advisors Fiduciary Governance Insights

Fiduciary Responsibility Depends on These 3 Things

Learn how 401(k) fiduciary responsibility depends on clear accountability, defined responsibilities, and a repeatable decision-making process. Discover fiduciary best practices for stronger plan oversight.
Read More »
View More Insights