Retirement plan rules are changing, and we are here to keep you informed and updated. Here’s what you need to know:
- Plan Provisions & SECURE Act 2.0: Automatic enrollment, Roth options, student loan matching, and more. Is your plan designed for today’s workforce?
- Retirement Readiness: Employees need simple, helpful education to make confident choices. How to utilize pre-retiree education to support their journey.
- Forfeitures, Missing Participants, & Force-Outs: Unvested dollars, outdated contact info, and small accounts can drag your plan down. A quick checklist to clean things up!
Greenspring Advisors
One West Pennsylvania Avenue, Suite 500
Towson, Maryland 21204 | 443-564-4600
About Greenspring Advisors
At Greenspring our clients come first. We are committed to making a positive impact in the lives of our clients, their families, and our community. We are passionate about providing solutions that:
- Help fiduciaries develop corporate retirement plans that are simple to understand and easy to deploy.
- Boost employee financial wellness with personalized support to help place them on a path to financial peace of mind.
We currently serve the Mid Atlantic Area: Washington DC | Baltimore, MD | Lancaster, PA | Paramus, NJ
Greenspring Advisors is a registered investment adviser. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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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