Navigating 2026 with Confidence
With the year well underway, plan sponsors are focusing on evolving regulations, demographic changes, and strategies to support long-term retirement readiness.
Now is a valuable moment to review important provisions, assess SECURE Act updates, and confirm that your plan remains aligned with your company’s goals and workforce needs.
Compliance Deadlines
As we move into Q2, focus on processing corrective distributions and reviewing tax filings. Taking proactive steps now keeps you ahead of year-end compliance tasks.
Roth Catch-up Rule 2026
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.
Download the Plan Sponsor Guide
What Plan Sponsors Need to Know in 2026
2026 brings new deadlines and rules for retirement plans, from Roth catch-up enforcement to long-term part-time eligibility.
Litigation Updates for 401(k) Committees
Court findings and changes continue to evolve under SECURE 2.0, creating new priorities for plan governance and fiduciary oversight.
Changes in the Labor Force and the 401(k) Plan
As Baby Boomers retire and Gen Z joins the workforce, shifting demographics are reshaping how employers design and communicate retirement benefits.
Employee Education Spotlight
Supporting your employees is a win-win. When employees feel financially confident, they’re more focused, loyal, and productive. Share the Financial Goals Planner, a simple guide that helps employees set priorities, create action steps, and make steady progress toward their financial goals.
Download the Financial Goals Planner
Greenspring Advisors
One West Pennsylvania Avenue, Suite 500
Towson, Maryland 21204 | 443-564-4600
Greenspring Advisors is a registered investment adviser and does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. 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.
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, and you should consult your attorney or tax advisor for guidance on your specific situation.
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