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

Giving Back – Announcing The 2013 Greenspring Grant Program

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Greenspring is excited to announce that applications are now being accepted for the 2013 Greenspring Grant Program.  Since the inception of our firm in 2004, we have been committed to serving the interests of our clients, as well as our …

03/11/2013


Greenspring’s Josh Itzoe to Speak at 2013 NAPA/ASPPA 401(k) SUMMIT

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Greenspring’s Josh Itzoe is speaking at the 2013 NAPA/ASPPA 401(k) SUMMIT in Las Vegas from March 3-5.  Itzoe will be participating as part of a panel discussion on the growth of institutional fiduciary services.…

03/03/2013


Moments of (k)larity℠ – Q1 2013

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

  • A Look Back at 2012
  • The Impact of  the American Taxpayer Relief Act of 2012 (ARTA)
  • 5 Tips for Increasing Your Retirement Assets
  • 2013 Plan

02/28/2013


Introducing The Greenspring Blog!

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Greenspring is pleased to announce the launch of our new blog for those interested in staying abreast of Greenspring’s thoughts and ideas as it relates to the markets, investment strategy and general economic conditions.  There are three ways to stay …

02/22/2013


Who’s Minding The Store?

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One of the most critical building blocks to a successful retirement plan is the fund line-up. Determining exactly which investment options to select, and the process by which a plan sponsor monitors these funds, has a meaningful impact on a …

02/18/2013 Tagged , ,


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