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Articles by: Joshua P. Itzoe, CFP®, AIF®

Greenspring Named a Top 100 Retirement Plan Adviser by PLANADVISER

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Towson, Md. – February 6, 2014- Greenspring Wealth Management, Inc. has been named one of the top 100 Retirement Plan Advisers in the country by PLANADVISER. The magazine recognized the firm in the “Teams With $1.5B or More in

02/06/2014 Tagged , ,


How to buy individual TIPS in an IRA

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Greenspring’s Patrick Collins, CFP®, EA was recently quoted in a Bankrate.com article about buying TIPS in an IRA.  Click on the link below to read the article:

Bankrate.com – How to buy individual TIPS in an IRA  

01/02/2014


Moments of (k)larity® – Q4 2013

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In this edition of Moments of (k)larity – Q4 2013Greenspring’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

11/12/2013


New Retirement Trend: Managed 401(k) Plans

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Greenspring’s Joshua P. Itzoe, CFP®, AIF® was recently quoted in a Bankrate.com article about professionally managed 401(k) plans.  Click on the link below to read the article:

Bankrate.com – New Retirement Trend: Managed 401(k) Plans

08/10/2013


DOL Provides Relief for 2013 Annual Participant Fee Disclosures

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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 …

07/24/2013


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