Plan Sponsor Newsletter: Strengthening Fiduciary Leadership

Newsletter: Effective Strategies to Enhance Your Retirement Plan

In today’s evolving benefits landscape, retirement plan success could hinge on effective strategies. This quarter’s newsletter highlights three areas plan sponsors can’t afford to overlook:

5 Advanced Tax Strategies for Employers

Explore advanced savings vehicles designed to support your most valued employees as they prepare for retirement. From cash balance plans to tax strategies and plan structure alignment, there are numerous options that align with executive needs and tax efficiency.

Protecting Your Employees from Bad Financial Advice

With more employees seeking financial advice from digital sources like TikTok and Reddit, it’s never been more important to provide personalized education. Learn why one-on-one guidance remains essential and how modernizing your approach can boost engagement and retention.

Is Your 401(k) Plan Ready for Today’s Cybersecurity Threats?

Data security is more than an IT issue; it’s a fiduciary responsibility. Discover how breaches impact your company and compliance. Access a cybersecurity checklist that can help you build a strong policy to protect participant data and plan assets.

Read this quarter’s newsletter for actionable tips.

GSA-401k Newsletter-Q4 2025

 

Greenspring Advisors

www.greenspringadvisors.com

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:

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.

©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

2026 Compliance Calendar

Stay ahead of deadlines with help from our annual Compliance Calendar.

Is Your Retirement Plan Ready for Today’s Cybersecurity Threats?

Learn why cybersecurity is a fiduciary responsibility for retirement plan sponsors. Discover practical steps to help protect participant data and support compliance.

2026 Contribution Limits

The 2026 Retirement Plan Contribution Limits are here! Check out the most recent changes.