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PLANADVISER Magazine Names Greenspring Advisors a 2018 Retirement Plan Adviser of the Year Finalist

Joshua P. Itzoe, CFP®, AIF®

Greenspring Advisors is pleased to announce that we have been recognized as a 2018 PLANSPONSOR Retirement Plan Adviser of the Year Finalist.  As described by PLANADVISER, “the focus of the award has remained relatively consistent over the years—to identify the nation’s best advisers who help make retirement security a reality for workers across the nation.”

For 2018, there are 15 finalists from across the nation, divided into the following four categories: Individual Adviser, Small Team Adviser, Large Team Adviser, and Mega Team Adviser.  Greenspring Advisors is one of five finalists in the “Small Team” category.

The winners will be announced at the annual PLANSPONSOR/PLANADVISER Excellence in Retirement Awards Celebration in New York at the end of March.

Click here to read more about the award and selection process.

 

*Greenspring Advisors is not affiliated with PLANADVISER Magazine. Greenspring did not pay to be included in the survey. Advisers were nominated in September and October 2017. Nominations were solicited online from retirement plan advisers (however, self-nominations are not permitted), from their employers and/or broker/dealers (B/Ds) and from plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants, attorneys and pension administrators. Nominated advisers had to accept the nomination and enter the process before the end of 2017. To officially enter the process, nominated advisers were required to provide various details about their practice and answer essay questions via an online form.