The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan - Softcover

Itzoe, Josh

Softcover

ISBN 10: 1544515227 ISBN 13: 9781544515229

Publisher: Lioncrest Publishing, 2020

Synopsis

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 this title

About the Author

Josh Itzoe is the Founder and CEO of FiduciaryWor(k)s. Previously he was a co-founder, partner, and chief strategy officer at Greenspring Advisors, a registered investment advisor (RIA) and the 2018 PLANSPONSOR Retirement Plan Adviser of the Year-Small Team. He is also the host of the Fiduciary U(TM) podcast and creator of FeeMetri(k)s. A passionate advocate for fiduciary principles, Itzoe is also the author of one of the retirement industry's most well-known books on fiduciary responsibility for defined contribution plans, Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully. This is his second book.

Edition details

• Publisher: Lioncrest Publishing
• Publication date: 2020
• Language: English
• ISBN 10: 1544515227
• ISBN 13: 9781544515229
• Binding: Paperback
• Number of pages: 260