Greenspring Advisors Fiduciary Governance Insights
Fiduciary Governance
Schedule a Meeting
March 13th 2023

Q1 2023 Employer Newsletter: Fiduciary Plan Governance Edition

At this time of year, plan sponsors are focused on their fiduciary duty which includes investment oversight, rethinking plan goals and benchmarking their plan.

Stay in the loop with the best practices in our Q1 plan sponsor newsletter.

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

Greenspring Advisors Financial Planning Education Savings 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.
Read More »
Greenspring Advisors Corporate Retirement Plan Administration Insights Greenspring Advisors Corporate Retirement Compliance 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.
Read More »

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.
Read More »
View More Insights