Fixing the 401(k)

What Fiduciaries Must Know (And Do) To help employees retire successfully

"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, QPA, TGPC, Founder of Waypoint and author of "401 (k) Fiduciary Governance: An Advisor's Guide"

Fixing the 401(k)

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?

If the answer to any of these questions is "Yes," this book is for you.

About the author

Josh Itzoe, Co-Founder & Chief Strategy Officer @ Greenspring Advisors

I am a Co-Founder, Partner & Chief Strategy Officer of Greenspring Advisors, one of the country's most well-known retirement plan consulting firms and the 2018 PLANSPONSOR Retirement Plan Adviser of the Year (Small Team).

I am the host of the Fiduciary U™ Podcast and a Amazon Best Selling author of two books - The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully.

I am also a frequent industry speaker and have been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, InvestmentNews, PLANADVISER, and PLANSPONSOR. I've been named a Financial Times Top 401 Retirement Advisor on three occasions (2016-2018) and nominated for the Top 100 Most Influential People in Defined Contribution survey by 401kWire. I'm a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®.

I'm also the creator of FeeMetri(k)s™ a web-based tool to help companies analyze, compare, and negotiate retirement plan fees.

The Fiduciary Formula

© Josh Itzoe. All rights reserved.