Proactive Financial Leadership: Q2 2026 Newsletter

Proactive Financial Leadership

Anticipating the needs of your workforce will only happen if you truly work to understand your employees’ long-term goals.

Now is a valuable moment to explore creative ways to save company dollars, reduce employee burnout, and benchmark your retirement plan.

 

3 Creative Ways to Unlock Company Savings

Explore high-impact, low-disruption strategies to reduce costs without compromising your employees’ experience or benefits package.

Read the article

Every 0.01% Impacts Participant Outcomes

401(k) benchmarking helps plan sponsors manage plan fees, meet fiduciary responsibilities, and improve retirement outcomes.

Stay informed

Employee Burnout Solutions That Work

Bare-Minimum Mondays and Take-It-Easy Tuesdays might sound funny, but for employers, the financial consequences of disengagement are real.

Discover more

 

Employee Education Spotlight

The reward of saving for retirement is freedom. Employees who save enough have greater freedom to choose when to retire and how they want to live in retirement. Share this quarter’s employee education to help them level up their savings journey.

Download the Employee Education

We are excited to introduce The (k)larity Plan™, a Pooled Employer Plan (PEP), that offers a retirement plan structure that may help you attract and retain talented employees while maximizing plan management efficiencies. Learn more about how this may suit your company’s retirement plan needs.

Learn More

 

 

Greenspring Advisors

www.greenspringadvisors.com

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.

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

Greenspring Advisors is a registered investment adviser with the SEC. Registration with the SEC does not imply a certain level of skill or training. 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.

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Fiduciary Responsibility Depends on These 3 Things

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