Q1 2022 News and Information for Employers | Fiduciary Plan Governance Edition

The workforce is changing as we know it, and efforts like DEI, sustainable ESG investing and proactive preparation for DOL audits can help employers like you keep up with this transformative period.

As you look for new ways to refresh your retirement plan in the new year, consider the trending opportunities outlined in the Q1 2022 Newsletter: Fiduciary Plan Governance Edition.

Download the Newsletter

Greenspring Advisors

www.greenspringadvisors.com

One West Pennsylvania Avenue, Suite 500

Towson, Maryland 21204 | 443-654-4600

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

Protecting Your Employees from Bad Financial Advice

Online advice is everywhere, but it is not always right. Learn how in-person employee education supports financial wellness, trust, and stronger workplace outcomes.

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.