The latest thinking from Greenspring Advisors.

Helping You Stay Informed

Featured Resources:

Breaking Bad Participant Behavior, Part 2

Breaking Bad Participant Behavior, Part 1

Moments of (k)larity® – Q4 2013

DOL Provides Relief for 2013 Annual Participant Fee Disclosures

Moments of (k)larity℠ – Q2 2013

Why Your Plan’s IPS Is Probably a Fiduciary Landmine
March 12th 2019
Joshua P. Itzoe, CFP®, AIF®, Partner & Managing Director, Institutional Client Group

Poker and Investing- Playing The Odds
March 5th 2019
J. Patrick Collins Jr., CFP®, EA, Partner & Managing Director, Private Client Group

Should You Hire An ERISA 3(38) Fiduciary?
February 26th 2019
Joshua P. Itzoe, CFP®, AIF®, Partner & Managing Director, Institutional Client Group

Why Your Retirement Committee Needs to Take Meeting Minutes
February 12th 2019
Joshua P. Itzoe, CFP®, AIF®, Partner & Managing Director, Institutional Client Group

The Importance of Fiduciary Training for Retirement Plan Committees
January 29th 2019
Joshua P. Itzoe, CFP®, AIF®, Partner & Managing Director, Institutional Client Group

Developing a High-Performance Retirement Plan Committee
January 15th 2019
Joshua P. Itzoe, CFP®, AIF®, Partner & Managing Director, Institutional Client Group

2018: The Year No One Made Money
January 10th 2019
J. Patrick Collins Jr., CFP®, EA, Partner & Managing Director, Private Client Group

The (k)larity Quotient®
January 1st 2019
Joshua P. Itzoe, CFP®, AIF®, Partner & Managing Director, Institutional Client Group

Worst December Since the Great Depression? There Is More To The Story
December 31st 2018
J. Patrick Collins Jr., CFP®, EA, Partner & Managing Director, Private Client Group

The Top Three Things We Have Learned About The New Tax Law
December 11th 2018
J. Patrick Collins Jr., CFP®, EA, Partner & Managing Director, Private Client Group

Would You Take Investment Advice From Floyd Mayweather and DJ Khaled?
December 3rd 2018
Jeffrey Bernfeld, CFP®, MBA, Partner & Senior Financial Advisor

Tips for Next Year’s Plan Audit
November 26th 2018
Christian Stanley, CRPS®, AIF®, Senior Financial Advisor
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