FIDUCIARY U
Fiduciary Education, Training, and Analysis - On Demand
"Fiduciary U" is a new resource that delivers rich media content for retirement plan fiduciaries who wish to better understand their legal duties and learn about recommended best practices. Please click on each thumbnail (or links) below to launch the presentation.
An Analysis of Recent 401(k) Litigation & Subsequent Fiduciary Best Practices
An in-depth look at United Technologies Corporation (UTC) recent legal victory in connection with its alleged breach of fiduciary duties under the Employee Retirement Income Security Act (ERISA) related to the company's 401(k) plan.
Joshua P. Itzoe, CFP®, AIF®, one of the country's leading experts on 401(k) fiduciary responsibility, analyzes several key aspects of the ruling and discusses a number of fiduciary best practices employers should implement as a result.
Ignorance is NOT Bliss: The Sad State of 401(k) Fee Disclosure and What You Can Do About It!
This is an audio recording of Josh Itzoe's presentation from the 2009 Fiduciary360 National Conference. As a featured speaker at the event, Josh spoke about the current state of fee disclosure in the retirement plan industry and steps fiduciaries can take to identify, negotiate and restructure the various fees and expenses associated with a 401(k) plan. Click here to listen to the recording and here to download a copy of the presentation.
You can also view the participant survey here: 2009 Fiduciary360 National Conference Feedback