The Fixing the 401(k) Blog Is Back!

The Fixing the 401(k) Blog Is Back!

Have you ever stopped doing something you really enjoyed because other things became a higher priority?  And then you wake up one day and say to yourself "You know, I really should start (insert thing) again now that I have more time."

Well, a few months back I realized how much I missed blogging about 401(k) issues, especially with so many changes that have taken place over the past several years...

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Mourning the Passing of My Dad, Phil Itzoe

I wanted to acknowledge the passing of my dad, Phil Itzoe, last Wednesday, February 10.  My dad was a truly amazing guy and one of the finest men I ever knew.  He spent a total of 45 seasons with the Baltimore Orioles, coordinating the team's travel plans for the last 41.  His last season was 2008 and at the time he had (and I believe still has) the longest tenure of any traveling secretary in the four major sports leagues.  

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Josh Itzoe Featured on the Cover of Maryland Investor Magazine

I was pleased to be featured on the cover of the November/December issue of Maryland Investor Magazine. The magazine is a relatively new publication created by Bill Slaughter and Stephanie Pietry and is dedicated to informing HNW Marylanders about investment, legal and tax issues while providing a lifestyle element as well.

The article is written in Q&A fashion and takes an in-depth look at understanding the Fixing the 401(k) approach.  Here's the article and be sure to check out the Maryland Investor Magazine website.

Josh Itzoe and BrightScope Quoted in November issue of SmartMoney Magazine

I was pleased to be quoted along with Mike Alfred from Brightscope in November's issue of SmartMoney Magazine.   Janet Paskin interviewed Mike and I for her article entitled "Meet the People Who Run Your 401(k)". Interestingly, there were some plan fiduciaries who were actually quoted in the article as well (although I'm not so sure their employees will take comfort in their comments.) 

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A (Nearly) Perfectly Implemented Investment Strategy for a 401(k) Plan

We recently transitioned a client to a new, fully "open-architecture" plan provider - smoothest conversion we have ever been through. One of the benefits this particular provider allows us is the ability to build pre-allocated, model portfolios that we as the investment advisor and ERISA 3(38) "Investment Manager" have the responsibility to manage and rebalance on an ongoing basis.  

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Does Better Fiduciary Process Lead to Better Performance?

Here's an interesting post titled "Does Adherance to the Practices Really Make a Difference?" from the Fi360 Blog.  One of the mantra's of the Fixing the 401(k) Approach is that "better process leads to better decision-making which, over time, increases the probability of better outcomes."  

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In the News - Greenspring Research Highlighted

I was pleased to recently see my research quoted in an article appearing in the The Scranton Times Tribune. Roland Greco, a registered investment advisor with LPL Financial/Jacobi Capital Management mentioned my analysis of the long-term impact of reducing 401(k) fees that I outline in my book.  Jacobi Capital Management has offices in Wilkes-Barre and Scranton. Thanks, Roland!