Are you a retirement plan fiduciary but unsure of what’s required of you? Does it scare you to be held personally liable for bad decisions? Do you have a sneaking suspicion that your plan is paying too much in fees but you’re not sure how to find out? Are you worried that your employees won’t be able to retire successfully?
If the answer to any of these questions is “Yes,” this book is for you. Fixing the 401(k) will help you understand, among other things:
Your basic fiduciary responsibilities outlined under ERISA
The roles, responsibilities, motivations, and conflicts of the various people/companies involved in selling and servicing retirement plans
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Which questions to ask and what information to gather in order to uncover and reduce the various fees and expenses associated with your retirement plan
How to design your retirement plan to deliver successful outcomes for your participants
How to help employees use the retirement plan most effectively
In Fixing the 401(k), you will find controversial and often surprising answers--and solutions--from an experienced fiduciary who has been in the trenches of the retirement plan industry, as both a participant advocate and a proponent for change.
If you’re ready to learn how to help your employees achieve a secure retirement with meaningful benefits – then you must get a copy of Fixing the 401(k) today!
Praise for Fixing the 401(k)
"Written for 401(k) fiduciaries, the basic nature of the book is both refreshing but worrisome. Far from being pedantic, Mr. Itzoe includes several chapters with concrete advice for improving 401(k) fiduciary practices. At $13 and change, I recommend this primer. Kudos to Mr. Itzoe...for putting forth a solid book on an important topic."
-- Dr. Susan Mangiero, AIFA, AVA, CFA, FRM , President and CEO, Pension Governance, LLC and author of www.pensionriskmatters.com. Read more of her review, here.
“Josh Itzoe has a remarkable capacity for seeing through the maze of regulations surrounding qualified plans to the handful of core ideals by which successful plans must operate. This is a great, understandable guide for plan sponsors.”
-- Pete Swisher, CFP®, CPC, Vice President and Senior Institutional Consultant, Unified Trust Company, N.A. and author of 401(k) Fiduciary Governance: An Advisor’s Guide
"Fixing the 401(k) is a bold and excellent work. Josh Itzoe reminds us that excellence is desperately needed within our private retirement system. By following the solid principles shared in his book, Itzoe reveals how any employer, large or small, can build and operate an excellent 401(k). The 401(k) is the mechanism that over fifty million people will rely upon to help their retirement dreams become a reality. This book is the starting point for employers who want to understand how to make their 401(k) truly excellent and help secure the common good of society."
-- Matthew D. Hutcheson, Congressional Expert and Independent Pension Fiduciary
