18 episodes

The Fiduciary U™ podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world.

Your host, Josh Itzoe, is the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.

The Fiduciary U™ Podcast Josh Itzoe

    • Business
    • 5.0 • 19 Ratings

The Fiduciary U™ podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world.

Your host, Josh Itzoe, is the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.

    Ep #18: Navigating the Rapidly Evolving Retirement Landscape with Nevin Adams

    Ep #18: Navigating the Rapidly Evolving Retirement Landscape with Nevin Adams

    The latest proposals and changes to be aware of in the current environment.

    • 57 min
    Ep #17: What To Do When Life Happens And Plans Change with Ross Marino

    Ep #17: What To Do When Life Happens And Plans Change with Ross Marino

    What to do when life happens and plans change.

    • 55 min
    Ep #16: Streamlining the RFP Process from Months to Minutes with Ray Conley from Benetic

    Ep #16: Streamlining the RFP Process from Months to Minutes with Ray Conley from Benetic

    How can retirement plan advisors leverage technology to drive efficiency and increase profitability when conducting RFPs.

    • 44 min
    Ep #15: Navigating Retirement Plan Audits with Brad Bartells from MUN CPAs

    Ep #15: Navigating Retirement Plan Audits with Brad Bartells from MUN CPAs

    Brad Bartells shares an insider look at how plan sponsors can prepare for their audit, as well as what advisors can do to assist them.

    • 1 hr 3 min
    Ep #14: Bringing Guaranteed Income to All Americans with Matt Wolniewicz

    Ep #14: Bringing Guaranteed Income to All Americans with Matt Wolniewicz

    Learn how Matt Wolniewicz is working to bring all Americans guaranteed income in retirement.

    • 59 min
    Ep #13: Politics, Policy, PEPs and Participants with David Levine from Groom Law Group

    Ep #13: Politics, Policy, PEPs and Participants with David Levine from Groom Law Group

    Learn key insights about how the new political environment could shape and impact retirement policy.

    • 1 hr 8 min

Customer Reviews

5.0 out of 5
19 Ratings

19 Ratings

JG Music ,

Right Minded - Forward Thinking

Josh has always had a keen mind and forward thinking attitude towards retirement plan service. He’s applied his ‘best for participant’ ideology in every aspect of his practice and that is fully on display in this podcast series. It’s well worth the listen for serious retirement plan practitioners and for employers looking for great ideas. Keep up good work Josh!

DGB289 ,

Insightful Podcast for Retirement Plan Trends

Josh leads thoughtful discussions with industry leaders in the retirement plan market. He offers a breadth and depth of insights, research, legal views, and regulatory perspectives for the well-informed plan sponsor or advisor.

Jos. Ward ,

Informative and approachable

As a corporate lawyer I’m often presented with questions about fiduciary roles and how plan sponsors can mitigate their risks. I find this podcast to be informative not only as to roles, but options within the marketplace, and thought leadership around where it’s all headed in the future. And it’s all done in a very approachable and conversational way. Great stuff from a real pro.

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