Festive Finances: Employee Education

With some planning and creativity, the holiday season can be more affordable and meaningful. We’ve compiled some practical tips to help employees navigate their holiday spending, so they can stay within a budget, reduce stress and fully enjoy this special time of year.

Share this employee education piece, “Festive Finances” with your workforce to help them discover new ways to bring joy and warmth to their holiday season!

Download Employee Education

 

Greenspring Advisors

www.greenspringadvisors.com

One West Pennsylvania Avenue, Suite 500

Towson, Maryland 21204 | 443-564-4600

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

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

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

Navigating 2026 with Confidence: Q1 2026 Newsletter for Plan Sponsors

With the year underway, communicate efficiently with insights for the year ahead. This quarter’s plan sponsor newsletter highlights key 2026 updates and practical planning reminders to help you stay organized and informed.

Understanding the 2026 Roth Catch-Up Rule for High Earners

Learn how the 2026 Roth catch-up rule affects higher-earning employees and what plan sponsors need to know to prepare payroll, systems, and plan processes.

Retiring and Hiring: Generational Shifts and Your Workplace 401(k) Plan

Discover how generational shifts, from Boomers to Gen Z, impact 401(k) strategy. Learn plan design ideas to support every stage of the workforce.