Greenspring Wealth Management

What American Workers Think About Retirement

Joshua P. Itzoe, CFP®, AIF® — Fri, 29 Mar 2013 18:54:15 +0000

We have put together an infographic summarizing Mercer’s recent findings in its 2012 Workplace Survey.

Simple Steps to Making Your 401(k) Work FOR Your Company and Employees

Joshua P. Itzoe, CFP®, AIF® — Sat, 16 Mar 2013 00:37:03 +0000

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 of both employee and employer, while at the same time increasing risks for both parties. Employees find themselves awash in choices but with little guidance, while employers face unnecessary administrative burdens and corporate liability for fiduciary breaches. During this presentation, you will learn about the four critical “leverage points” that drive the success of every retirement plan. We will also discuss how to achieve immediate, measurable
improvement of plan performance while reducing unnecessary risk for both your people and your company.

Lunch ‘n Learn 2013

Giving Back – Announcing The 2013 Greenspring Grant Program

Joshua P. Itzoe, CFP®, AIF® — Mon, 11 Mar 2013 16:33:55 +0000

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 communities. While we are proud of the nearly $100,000 that we have given to various local charities over the years, we recognize that there are many more organizations that are making a difference that could also benefit from help.

The Greenspring Grant Program supports organizations that focus their efforts in Maryland and Georgia. Last year’s recipients of the award were Stepping Stones Shelter (www.steppingstonesshelter.org) in Maryland and Project Safe (www.project-safe.org) in Georgia.

We encourage you to explore the program’s guidelines and application process on our website, and share the news of this charitable opportunity with others in your community and sphere of influence.

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

Joshua P. Itzoe, CFP®, AIF® — Sun, 03 Mar 2013 11:25:34 +0000

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.…

Moments of (k)larity℠ – Q1 2013

Joshua P. Itzoe, CFP®, AIF® — Thu, 28 Feb 2013 15:29:11 +0000

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 Limits

Moments of (k)larity℠ – Q1 2013

Introducing The Greenspring Blog!

Joshua P. Itzoe, CFP®, AIF® — Fri, 22 Feb 2013 19:03:19 +0000

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 current on our commentary:

Sign up for email alerts -just click on the link and follow the instructions
Subscribe to our RSS Feed- for those of you using an RSS Reader this would apply
Visit the blog- bookmark this page as a favorite and check it periodically

Who Is Minding The Store?

Joshua P. Itzoe, CFP®, AIF® — Mon, 18 Feb 2013 12:44:02 +0000

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 participant’s ability to accumulate retirement assets over time. It also helps the plan sponsor fulfill ERISA’s fiduciary mandate to be prudent. Unfortunately, conflicts of interest from service providers can impair a plan sponsor’s ability to make good decisions when undertaking this critically important responsibility. The easiest way for a plan sponsor to this avoid this issue is to hire a registered investment advisor to provide objective, conflict-free investment advice to the plan as an ERISA 3(21) or 3(38) fiduciary.

Click on the link below to learn about an 11-year recent research study suggesting that bias exists when plan sponsors rely on the investment suggestions of retirement plan providers with proprietary mutual funds.

Who Is Minding The Store?

Greenspring’s Pat Collins Quoted in Baltimore Sun

Joshua P. Itzoe, CFP®, AIF® — Tue, 05 Feb 2013 15:05:55 +0000

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…

8 Simple Steps To A Great Retirement Plan Committee

Joshua P. Itzoe, CFP®, AIF® — Mon, 14 Jan 2013 14:57:23 +0000

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 the best possible committee for your plan and your participants.

8 Simple Steps To A Great Retirement Committee

Managing the Fiscal Cliff

J. Patrick Collins Jr., CFP®, EA — Mon, 03 Dec 2012 15:11:35 +0000

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. Time: 5 minutes, 55 seconds

View Presentation