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Greenspring is an independent, fee-only firm specializing in wealth management and retirement plan consulting services.

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DOL Provides Relief for 2013 Annual Participant Fee Disclosures

The DOL recently issued Field Assistance Bulletin (2013-02) regarding the date for furnishing the required annual fee disclosure  notices under the 404a-5 participant disclosure rules.  Under 404a-5, the 2013 notice must be furnished no later than 12 months after the first notice was furnished (the deadline was August 30, 2012).  The Bulletin permits the 2013 […]


Moments of (k)larity® – Q2 2015

In this edition of Moments of (k)larity – Q2 2015, Greenspring's newsletter for 401(k) participants, we cover: Happy 6th Birthday Bull Market! Investors Are Still Their Own Worst Enemies The Most Powerful Statements You Can Tell Yourself Why Didn't My Portfolio Keep Pace with the "Market"?  


Non-Traded REITs- Just Say No

Real estate has been a great diversifier over time.  For investors not wanting to invest directly in properties, real estate investment trusts (REITs) offer an ideal vehicle to gain exposure to real estate through the public equity markets.  Unfortunately, over the past several decades a new product has found its way on the market.  The […]

Does your company's 401(k) plan have a high

Using the (k)larity Quotient® is the simplest, most effective way to design, measure and manage your corporate retirement plan. Learn More

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