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

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Articles

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 […]

Whitepaper

Moments of (k)larity® – Q4 2013

In this edition of Moments of (k)larity – Q4 2013, Greenspring’s quarterly newsletter for 401(k) participants, we cover: A Review of Market Performance Simple Investing Trumps Complex Investing How Politics Can Negatively Impact Portfolio Performance The Benefit of Diversification in Q3

Blog

Keep Pedaling

This past weekend my wife and I spent our anniversary weekend at the Delaware beach.  One of things we really enjoy doing is going on long bike rides.  This weekend was especially windy and on our ride up the coast things went pretty smooth.  We didn't even feel the wind at our back.  We made […]

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