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

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


Moments of (k)larity℠ – Q2 2013

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In this edition of Moments of (k)larity – Q2 2013Greenspring’s quarterly newsletter for 401(k) participants, we cover:

  • A Review of 2013 Market Performance
  • The Case For International Investing
  • Why Market Timing Doesn’t Work
  • Introducing The Greenspring Blog

 

07/01/2013


Is 401(k) fee disclosure a boondoggle?

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

Bankrate.com – Is 401(k) fee disclosure a boondoggle?

06/07/2013


What American Workers Think About Retirement

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We have put together an infographic summarizing Mercer's recent findings in its 2012 Workplace Survey.

03/29/2013


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