Welcome to Greenspring University, an online resource center to provide perspective and insight into the issues we navigate in providing excellent service in the financial world. We hope perusing these examples gives you a valuable glimpse into how we think, and encourages you to check back frequently for updates.
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Featured Webinar
What American Workers Think About Retirement
We have put together an infographic summarizing Mercer’s recent findings in its 2012 Workplace Survey.
View NowManaging the Fiscal Cliff
In this short webinar, Greenspring discusses the fiscal cliff. Most importantly, what comprises the fiscal cliff, how we got here, potential solutions and Greenspring thoughts around the positioning of client portfolios. We hope you find this webinar entertaining and informative. …
View NowInsights
What American Workers Think About Retirement
by Joshua P. Itzoe, CFP®, AIF®
We have put together an infographic summarizing Mercer’s recent findings in its 2012 Workplace Survey.
Moments of (k)larity℠ – Q1 2013
by Joshua P. Itzoe, CFP®, AIF®
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
…
Who Is Minding The Store?
by Joshua P. Itzoe, CFP®, AIF®
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 …
Workshops
Simple Steps to Making Your 401(k) Work FOR Your Company and Employees
by Joshua P. Itzoe, CFP®, AIF®
March 28, 2013
12:00pm-1:30pm
Coffey & Company NEW Offices
Overview
Despite the significant advancements in both the investment and retirement industries over the past 30 years, the typical corporate retirement plan continues to fall far short in meeting the needs …
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