Join Ross as he talks to Josh Itzoe, Founder & CEO of FiduciaryWor(k)s, an "idea factory" focused on developing insights, research, technology, fiduciary consulting, and practice management coaching to assist retirement plan advisors in the areas of fiduciary responsibility and workplace retirement. Josh is also the 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, as well as the host of the Fiduciary U™ Podcast. What is the most impactful thing Josh did as the Co-Founder of Greenspring Advisors to help drive significantly better outcomes in his plans? What four critical elements drive participant outcomes in plans? Learn more about FeeMetri(k)s™ a web-based tool to help retirement plan advisors analyze, compare, and negotiate retirement plan fees.

The Fiduciary U Podcast

Books by Josh Itzoe:

• The Fiduciary Formula
• Fixing The 401(k)

Connect with Josh on LinkedIn