Plan Sponsor Newsletter: Retirement Leadership Insights Q1 2025

Wondering how to help your 401(k) plan and committee succeed? Explore our Retirement Leadership Insights newsletter: it covers simple ways to keep your plan on track!

How an Effective 401(k) Committee Impacts Your Employees’ Ability to Save
A committee’s work shapes the success of your plan! Read about what they focus on.

401(k) Committee Transition Guide: Helpful Tips and Best Practices for New Members
New members on the committee? Keep things running smoothly with these tips.

Are Automatic Features a Good Fit for Your Retirement Plan?
Auto-enrollment and auto-escalation help employees save—automatically! But they’re not for everyone.

Greenspring Advisors-401k Newsletter-Q1 2025 Employer

 

Greenspring Advisors

www.greenspringadvisors.com

One West Pennsylvania Avenue, Suite 500

Towson, Maryland 21204 | 443-564-4600

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, and you should 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.

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

Checklist for Keeping Participants Informed

A participant communication checklist helps plan sponsors stay organized, meet requirements, and support employees through plan changes with clarity.

5 Advanced Tax Strategies for Employers

Explore 5 advanced tax strategies that help employers reduce taxable income, boost retirement savings, and retain top talent through optimized plan design.

Plan Sponsor Newsletter: Plan Design Considerations Edition

A well-designed retirement plan requires ongoing attention. Here’s what to focus on: Plan Provisions, Retirement Readiness, and Plan Maintenance.