Check Out Our Latest Press
Journalists come to us when they want insightful commentary and thought leadership on industry trends and best practices. We've been quoted over 40 times in nearly 15 different publications.
May 27, 2025
Itzoe Launches ‘Fiduciary U’ to Deliver Concise, Advanced Training
April 8, 2024
NAPA 401(k) Summit: Finalist Presentations Do’s and Don’ts
April 8, 2024
Talk Less, Listen More
February 8, 2024
How Should Plan Sponsors Stand Up a New Retirement Plan Committee?
December 20, 2023
Plan Progress Webinar Series: Plan Benchmarking
January 30, 2023
Josh Itzoe’s Been Busy, and 401(k) Advisors are Reaping the Benefits
October 11, 2022
Is 401k Fintech An Investment or Expense?
July 6, 2022
Josh Itzoe’s TAPO Redux: We Have No Idea When He Actually Sleeps
March 11, 2022
Itzoe’s Interview: Why FiduciaryRx is the Cure for What Ails Us
March 9, 2022
Josh Itzoe Launches FiduciaryRx Platform
December 29, 2021
The Role of Firm ‘Culture’ in an Evolving Industry
November 23, 2021
Itzoe Launches Getre(k)ruited.com Industry Networking Platform
November 4, 2021
Practice Progress: 15 Years of Industry Evolution
May 11, 2021
Episode 4: How to Save a Lot of Money for Plan Sponsor Clients
May 3, 2021
Over the Target: Custom TDFs and Managed Accounts in 401k Plans
April 2, 2021
April Top Advisor by Participant Outcomes (TAPO)—Josh Itzoe
September 30, 2020
Itzoe’s Intent: Getting the 401(k) Fiduciary Formula Right
September 24, 2020
PSNC 2020: Evaluating Service Providers
August 25, 2020
New Book by Josh Itzoe Offers Roadmap to Create Optimal Retirement Plan
January 20, 2020
401(k) Financial Wellness Vs. Well-Being—What’s the Diff?
August 1, 2018
Getting Them Back on Track
June 18, 2018
PSNC 2018: Managing Investment Committees
May 1, 2018
Outscale the Competition
