Greenspring’s Josh Itzoe was quoted in the March/April 2019 issue of PLANADVISER Magazine about fiduciary training best practices for retirement plan committees. The article also highlight’s Greenspring’s Fiduciary U™ online ERISA fiduciary training course that’s aimed at helping retirement plan fiduciaries have a full understanding of what it means to be an ERISA fiduciary and to become better prepared to face their duties and manage both the corporate and personal liability that has arisen due to increased scrutiny from the Department of Labor and the rapidly growing number of 401(k) and 403(b) lawsuits in the marketplace.
Josh Itzoe Quoted in PLANADVISER Magazine About Fiduciary Training
Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.
Recent Greenspring News
Greenspring Advisors’ Zack Hubbard Named an Excellence Awardee in the Advisor of the Year (Northeast) category by InvestmentNews
Greenspring Advisors is pleased to announce that their Director of Financial Planning & Participant Engagement, Zack Hubbard, CFP®, has been named an Excellence Awardee in the Advisor of the Year (Northeast) category by InvestmentNews.
Read More »
Greenspring Advisors Named to List of Nation’s Top DC Advisor Teams
Greenspring Advisors is pleased to announce that it has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of $100 Million.
Read More »