Private Wealth Management Insights

Greenspring Advisors Financial Planning Insights
Financial Planning
Taxes
Greenspring Advisors Financial Planning Education Savings Insights
Education Savings
Greenspring Advisors Investment Planning Insights
Investment Planning
Greenspring Advisors Retirement Planning Insights
Retirement
Estate
Greenspring Advisors Investment Planning Insights

Those That Don’t Know Their History Are Doomed to Repeat It: Beware of the S&P 500 Index

For the last 10 years the S&P 500 has generated an average annual return of 15.35% and has only had one negative year (2018). In addition, these mutual funds have expense ratios hovering around zero. What’s not to love?
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Greenspring Advisors Investment Planning Insights

A Year to the Day- What a Ride!

The market last year tested our patience and our resolve. Those who buckled up and stayed on board, however, were richly rewarded.
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Greenspring Advisors Financial Planning Insights

IRS Extends 2020 Tax Filing Deadline to May 17th

On March 17th, the IRS announced they would be extending the 2020 tax filing deadline for individuals from April 15th to May 17th to accommodate the ongoing challenges presented by the COVID-19 pandemic.
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Corporate Retirement Insights

Greenspring Advisors Corporate Retirement Plan Administration Insights
Plan Administration
Greenspring Advisors Corporate Retirement Compliance Insights
Compliance
Greenspring Advisors Corporate Retirement Legislation Insights
Legislation
Greenspring Advisors Corporate Retirement Investments Insights
Investments
Greenspring Advisors Corporate Retirement Fees Insights
Fees
Greenspring Advisors Fiduciary Governance Insights
Fiduciary Governance
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Greenspring Advisors Corporate Retirement Plan Administration Insights Greenspring Advisors Fiduciary Governance Insights

How to Prepare for a 401(k) Audit

If the DOL comes knocking, is your plan prepared for an audit? Be aware of red flags, how to respond and what documents to have ready.
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Greenspring Advisors Fiduciary Governance Insights

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

Get ahead of the curve: The most anticipated topics of 2022: Important information regarding audits, ESG funds and DEI in your workplace!
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Greenspring Advisors Corporate Retirement Plan Administration Insights

Stretching the 401(k) Match Contribution – A Good Idea?

"Stretching the match" means raising the employee contribution threshold to receive the full employer match. Is it a good idea?
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