
Meet the Creator of Fiduciary U™
Josh Itzoe
Josh Itzoe is a prominent figure in the retirement plan advisory industry. As Founder and CEO of FiduciaryWorks, he focuses on developing technology, training and content to help retirement plan advisors and employers with fiduciary responsibility and workplace retirement matters. Before founding FiduciaryWorks, Itzoe was a Co-Founder and Partner at Greenspring Advisors, one of the country's well-known retirement plan advisory firms. He is also an author of two Amazon best-selling 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." Additionally, he hosts the Fiduciary U™ Podcast and is a frequent speaker at industry events.
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Disclaimer
Fiduciary U™ and FiduciaryWorks is not in the business of providing legal advice and does not act in any fiduciary capacity as defined in ERISA. The materials and information do not constitute, and should not be relied upon as, legal or investment advice.