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Articles
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.
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 …
8 Simple Steps To A Great Retirement Plan Committee
by Joshua P. Itzoe, CFP®, AIF®
A well-organized and effective retirement plan committee is the cornerstone of successful fiduciary decision-making and organizational risk management for plans of any size. Click on the link below to learn about 8 simple, practical steps you can take to have …
Is Your 401(k) “Advisor” Like A Car Salesman?
Independence. Objectivity. Transparency. These three words should be used to describe your 401(k) advisor. Would you also use these same words to describe a used car salesman? To help explain, let me describe what happened to me this week. …
Greenspring Pathfinder Report – Q2 2012
by J. Patrick Collins Jr., CFP®, EA
The Pathfinder Report provides Greenspring’s outlook on the markets and a review of performance of major indices as of June 30, 2012.