Books

NEW - Published in 2020

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

"Josh Itzoe has crafted an easily digested guide that corporate leaders would be wise to read. They can thank him later when they avoid the risk, expense, and headaches that other plan sponsors will sadly endure..."
Greg Long, Former Managing Fiduciary of the U.S. Government's Thrift Savings Plan
Published in 2008

Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully

"Josh Itzoe has a remarkable capacity for seeing through the maze of regulations surrounding qualified plans to the handful of core ideals by which successful plans must operate. This is a great, understandable guide for plan sponsors."
Pete Swisher,  Founder of Waypoint and author of "401 (k) Fiduciary Governance: An Advisor's Guide"