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October 28th 2024

Q4 Plan Sponsor Newsletter: Plan Design & Administration Edition

As we approach the end of the year, consider these important topics regarding your retirement plan. The newsletter covers information that can help the efficiency and compliance of your plan. Here’s a brief overview:

  • Retirement plan reviews
  • Addressing retirement plan errors
  • Strategies to address delayed retirement
Greenspring Advisors-401k Newsletter-Q4 2024 Employer

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Greenspring Advisors

www.greenspringadvisors.com

One West Pennsylvania Avenue, Suite 500

Towson, Maryland 21204 | 443-564-4600

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.

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