Asset-Based versus Fixed Retirement Plan Fees
Why fixed fees are better for participants and drive economies of scale over time.
Our sole mission is to help American workers retire with dignity
FiduciaryWor(k)s helps retirement plan advisors improve performance to manage risk and drive better outcomes for employees in the areas of fiduciary responsibility and workplace retirement.
We turn good ideas into great ones by avoiding conventional thinking and analyzing data, information, and research in new and fresh ways.
We turn our ideas into intelligent insights that make the complex simple and help organizations make high-quality decisions that impact the people who depend on them.
Leadership makes innovation happen and drives great outcomes. We transform our ideas and insights into game-changing tools, technology, processes, and solutions that get results.
Manage Risk & Drive Outcomes
We provide fiduciary outsourcing to plan sponsors who want to make better decisions that drive positive outcomes for their employees and their companies.
Scale & Grow
We help retirement plan advisors and advisory firms scale their practices and serve their clients better through coaching and consulting.
Train your team
We provide comprehensive "real world" training for new advisors and team members to accelerate their learning, improve their skills, and make them productive members and contributors to your team faster.
Work Smarter & Faster
We build tools & tech like FeeMetri(k)s that help retirement plan advisors work smarter, work faster, and delight clients. We also provide product strategy advice to companies that want to connect with retirement plan advisors and retirement-focused advisory firms.
ENhance your knowledge
Josh Itzoe is the host of the Fiduciary U™ Podcast where he has conversations with industry experts that make you a smarter ERISA fiduciary. He's also a sought after speaker on all things related to retirement and fiduciary responsibility.
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"I have admired Josh for many years. He is a pioneer in our industry, and at the forefront of helping retirement plan fiduciaries understand their responsibilities and navigate the complexities of ERISA. Anyone serving as a retirement plan fiduciary would be well served by reading this book. Your company, your participants, and your fellow committee members will be happy you did."
"The Fiduciary Formula is brilliant because it is elegant in its simplicity and is easy to understand and implement. Josh is correct, there is no perfect corporate retirement plan but using the Fiduciary Formula you can optimize your plan for successful outcomes."
"The evolution of financial science has improved the lives of real people, and Josh Itzoe has helped to channel this spirit by advocating for evidence-based investing in retirement accounts. His contributions continue in his new book, The Fiduciary Formula, a comprehensive guide that will help fiduciaries in their quest to continuously improve outcomes for 401(k) plan participants."
"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. I especially enjoyed Josh's explanation of the conflicts of interest that are sometimes hard to see."
"The Fiduciary Formula is an insightful and timely book that provides practical guidance for overseeing and managing a retirement plan in a changing world. If you are a fiduciary, read this book! It will help you make sound decisions for your organization and your employees."