David Levine is a Principal at Groom Law Group and a well-known voice in the industry on fiduciary and retirement issues.
Listen NowJD Carlson is the owner of Plan Design Consultants, a third-party administrator, and the host of the popular web show, Retireholi(k)s.
Listen NowKatherine Roy is Chief Retirement Strategist for J.P. Morgan where she leads a team that focuses on providing unique insights that can be used to provide better retirement planning advice to investors.
Listen NowMichael Doshier is a Senior Defined Contribution Advisor Strategist for T. Rowe Price where he helps further the firm’s position as a thought leader in the retirement arena.
Listen NowEugeny Prudchyenko is co-founder and CEO of EvoShare. an innovative cashback rewards platform that aligns consumer spending and retirement saving.
Listen NowDiane Gallagher is Vice President of Value-Add Programs at American Century Investments where she is the firm’s spokesperson on retirement investing and chairs the company's retirement plan committee.
Listen NowJen Benz is a leading voice in the employee benefits industry and SVP and Communications Practice Lead for Segal Benz.
Listen NowAaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers the world to invest fearlessly.
Listen NowFielding Miller is the co-founder and CEO of CAPTRUST, one of the nation's largest independent financial advisory firms with over $400 billion dollars in assets under advisement and more than 700 employees.
Listen NowFred Reish is a partner at Faegre Drinker whose practice focuses on fiduciary responsibility, retirement income, and plan operational issues. He has been recognized as one of the “Legends” of the retirement industry by both PLANADVISER magazine and PLANSPONSOR magazine.
Listen Now The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world.
Your host, Josh Itzoe, is the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.