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

Moments of (k)larity℠ – Q1 2013


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


Introducing The Greenspring Blog!


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 …


Who’s Minding The Store?


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 , ,

Greenspring’s Pat Collins Quoted in Baltimore Sun


Greenspring’s Patrick Collins, CFP®, EA was recently quoted in an article about active ETFs in the Baltimore Sun. Click on the link below to read the article:

Baltimore Sun: T. Rowe Price, Legg Mason get approval to launch active ETFs


Greenspring’s Josh Itzoe Quoted in PLANADVISER


Greenspring’s Joshua P. Itzoe, CFP®, AIF® was quoted in PLANADVISER Magazine about the responsibilities of retirement plan committees. Click on the link below to read the article:

PLANADVISER Magazine: Running the Show: Six essential responsibilities of a plan administrative committee


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