The FiduciaryWor(k)s Blog

Latest posts

October 30, 2020

Asset-Based versus Fixed Retirement Plan Fees

Why fixed fees are better for participants and drive economies of scale over time.

Josh Itzoe, CFP®, AIF®

October 22, 2020

Assessing the Risks of 401(k) Fee Mismanagement

Using a corporate finance mindset to scrutinize 401k fees more closely.

Josh Itzoe, CFP®, AIF®

October 18, 2020

Revenue Sharing and Conflicts of Interest

A review of 4 methods to prudently allocate retirement fees.

Josh Itzoe, CFP®, AIF®

October 16, 2020

Understanding Retirement Plan Economics

A guide to help companies understand 401k and 403b fees and expenses.

Josh Itzoe, CFP®, AIF®

October 8, 2020

Fiduciary Governance

401(k) and 403(b) Fee Litigation Trends

An in-depth discussion of how ERISA fee litigation has impacted 401(k) and 403(b) plans over the past decade.

Josh Itzoe, CFP®, AIF®

September 29, 2020

Fiduciary Governance

The Importance of Fiduciary Training for Retirement Plan Committees

A review of why companies should invest in formal fiduciary training for their retirement committee members.

Josh Itzoe, CFP®, AIF®