Smart strategies to optimize your retirement savings and prepare for what’s ahead
Retirement might feel far away or right around the corner—but either way, it’s important to be prepared! The new Pre-retirement Savings Guide and on-demand video are here to help you make confident choices.
Watch the Video
What you’ll learn:
- Saving benchmarks to help you see if your savings are on track
- Social Security tips for making the most of your benefits
- Medicare breakdowns to help avoid surprises
- Smart strategies for boosting your savings
You can also download the corresponding worksheet to help you feel more prepared for your next chapter.
GSA-Preretirement Savings Guide-EE Worksheet
Benefits of Financial Education
- For employees: Better planning leads to less stress, more focus, and increased financial confidence.
- For employers: Financially-educated teams are happier, more engaged, and better prepared for the future. When employees are equipped to retire on time, organizations can reduce the rising costs associated with delayed retirement—such as higher healthcare expenses and slower workforce transitions.
Looking for More Employee Education?
Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.
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.
©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.
