Blog

Fiduciary Governance
Plan Design
Fee Structure
Investment Process
Participant Support
Provider Management
Fee Structure
Understanding Retirement Plan Economics
Oct 16, 2020
 by 
Josh Itzoe, CFP®, AIF®
Fee Structure
Assessing the Risks of 401(k) Fee Mismanagement
Oct 14, 2020
 by 
Josh Itzoe, CFP®, AIF®
Fee Structure
401(k) and 403(b) Fee Litigation Trends
Oct 8, 2020
 by 
Josh Itzoe, CFP®, AIF®
Fiduciary Governance
Should You Hire An ERISA 3(38) Fiduciary?
Sep 25, 2020
 by 
Josh Itzoe, CFP®, AIF®
Fiduciary Governance
8 Best Practices of High Performance Retirement Committees
Sep 23, 2020
 by 
Josh Itzoe, CFP®, AIF®
Fiduciary Governance
The Importance of Fiduciary Training for Retirement Plan Committees
Sep 22, 2020
 by 
Josh Itzoe, CFP®, AIF®
Plan Design
Emerging Trends in 401(k) and 403(b) Fund Menus
Sep 21, 2020
 by 
Josh Itzoe, CFP®, AIF®
Provider Management
Cybersecurity Considerations for Plan Sponsors
Sep 17, 2020
 by 
Josh Itzoe, CFP®, AIF®
Investment Process
Why Your Plan’s Investment Policy Statement Is Probably a Fiduciary Landmine
Sep 14, 2020
 by 
Josh Itzoe, CFP®, AIF®
Participant Support
One Way for Companies to Attract Talent in a Post COVID-19 World
Sep 7, 2020
 by 
Josh Itzoe, CFP®, AIF®
Plan Design
How Restaurant Menus Can Impact Retirement Savings Rates
Sep 5, 2020
 by 
Josh Itzoe, CFP®, AIF®
Fiduciary Governance
Key Considerations for Suspending Employer 401(k) and 403(b) Contributions
Sep 1, 2020
 by 
Josh Itzoe, CFP®, AIF®

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