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White Papers
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
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The Impact of Consistent Savings Rates During Bear Markets
by J. Patrick Collins Jr., CFP®, EA
Greenspring's latest whitepaper evaluates the impact on ending wealth of maintaining consistent savings rates during bear markets.
The Greenspring Institutional Investment Strategy
Greenspring has a simple, but more importantly, proven method for the management, selection and monitoring of investments within a defined contribution plan, pension plan, endowment, or foundation.
Getting Back to Basics: An Overview of Fiduciary Responsibility Under ERISA
by Joshua P. Itzoe, CFP®, AIF®
Prudent fiduciary decision making is critical to the goal of achieving successful retirement outcomes and delivering meaningful benefits to plan participants. However, fiduciary responsibility under the Employee Retirement Income Security Act (ERISA) is often an area of considerable misunderstanding and confusion.