Empowering advisors with modern tech to diagnose, prescribe and improve Fiduciary Wellness™
Ready to be a HERO for your prospects and clients? FiduciaryRx™ quickly delivers intelligent insights that helps retirement plan advisors deliver ADVISOR ALPHA for plan sponsors.
Trusted by the best advisors in retirement
Here's What Top Industry Experts Are Saying
"This thing is a GAME CHANGER. For years we've talked about changing the dynamic of the review meeting, this is an easy-to-use tool that drives that outcome. I'm such a huge fan of simplicity, this absolutely nails it while still delivering a robust, comprehensive report to the plan sponsor with actionable steps to improve. Geez, you'd think I was on the payroll or something.....(no, I'm not)"
Jim SampsonNational Practice Leader, Retirement Services, Hilb Group
"An incredible tool for opening the eyes of plan sponsors. Love the design, simplicity, and effective information."
Leah SylvesterPartner and Director of Retirement Plan Services, Shepherd Financial, LLC
"Josh Itzoe, The Gary V of 401k just officially launched his new tech platform called FiduciaryRx™. I've seen it and it's a game changer! All Retirement Plan Advisors from rookies to pros need to head over to FiduciaryWor(k)s website and check it out."
JD CarlsonOwner, Plan Design Consultants
"The new FiduciaryRX technology is incredibly easy to leverage in prospecting for (k) clients and a great way to protect your role with current clients. Show them how you can/are improving their plan a with tangible scores and clear guidance. No, I wasn't paid for this. Yes, I am already using it for some advisor partners on a trial run. Yes, it is as good as you think.
Chad JohansenPartner & Director of Retirement Plan Sales at Plan Design Consultants
"I shouldn’t share this because I want to keep it a secret for myself, but FiduciaryRX honestly one of the best tools I’ve seen for the #401k industry in a while. Josh Itzoe is an absolute genius when it comes to being a fiduciary."
Jake RushtonFounder of 401(k)lub
FiduciaryWor(k)s partners with other leading companies in the retirement industry to support plan advisors.