Greenspring is pleased to announce that The American Society of Pension Professionals & Actuaries (ASPPA) has named Joshua P. Itzoe, CFP®, AIF®, as one of three finalists the United States for the prestigious 401(k) Advisor Leadership Award sponsored by Morningstar and ASPPA. The award recognizes significant accomplishments by a leading financial advisor in the 401(k) marketplace. Itzoe was also recently nominated as one of the “Top 100 Most Influential People in Defined Contribution” survey by 401kWire.
One of these three finalists will receive the 2012 401(k) Advisor Leadership Award during a special session of The ASPPA 401(k) SUMMIT 2012 on March 18 in New Orleans, La. Finalists were selected from more than 80 nominations submitted by their peers and colleagues in the retirement industry.
Sponsored by Morningstar, Inc., a leading provider of independent investment research, and ASPPA, the leader in retirement education and advocacy, the award reflects the multi-faceted efforts of advisors to serve their clients (plan sponsors and participants), act as mentors, maintain high ethical standards, and innovate in the retirement industry. Within these criteria, finalists were also judged on how they employ their expertise to help working Americans build their retirement future through the private pension system.
You may learn more by reading ASPPA’s official press announcement.
