The Fiduciary Formula

6 ESSENTIAL ELEMENTS TO CREATE THE PERFECT CORPORATE RETIREMENT PLAN

"I have admired Josh for many years. He is a pioneer in our industry and at the forefront of helping retirement plan fiduciaries understand their responsibilities and navigate the complexities of ERISA. Anyone serving as a retirement plan fiduciary would be well served by reading this book. Your company, your participants and your fellow committee members will be happy you did."

Fielding Miller, CEO and Co-Founder of CAPTRUST

The Fiduciary Formula

"Josh Itzoe has crafted an easily digested guide that corporate leaders would be wise to read. They can thank him later when they avoid the risk, expense, and headaches that other plan sponsors will sadly endure..."

Greg Long, Former Managing Fiduciary of the U.S. Government's Thrift Savings Plan

Are you the decision-maker for your company's retirement plan? In legal-speak, that’s known as a fiduciary, and it’s a heavy responsibility.

In fact, you’re probably aware that you’re personally liable for your decisions, and you’ve probably heard all the horror stories about lawsuits against companies like yours and people like you. You may also be facing immense pressure from your employees and coworkers, who are trusting you to make decisions about their retirement future. Meanwhile, you’re being bombarded by hordes of slick salespeople spouting confusing technical jargon.

But the “f-word” isn’t a responsibility you should fear. It’s one you should embrace!

That’s where The Fiduciary Formula comes in. This simple, easy-to-understand guide teaches you how to build a retirement plan your company can be proud of. Covering everything from plan design, fees, and investments to participant support and provider management, The Fiduciary Formula is your roadmap for making successful decisions for your company and the people you care about.

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 that helps retirement fiduciaries analyze, compare, and negotiate retirement plan fees.

The Fiduciary Formula

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