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ERISA Litigation

Fiduciary Best Practices

Fiduciary Training

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Greenspring Advisors named to the 2020 Financial Times 300 Top 100 Registered Investment Advisers

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Josh Itzoe Quoted in PLANADVISER Magazine About Fiduciary Training

Joshua P. Itzoe, CFP®, AIF®

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.