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Articles by: Joshua P. Itzoe, CFP®, AIF®

Uncovering Conflicts When Hiring A Retirement Plan Advisor

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As described in my email interview with Fred Reish, one of the biggest problems plan fiduciaries often encounter is identifying or uncovering conflicts of interest that may cloud the objectivity of their service providers.

01/12/2009 Tagged , ,


It Can’t Happen To Me, Right?

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Here's a recent press release from the Department of Labor website. The president (and fiduciary) of a Michigan company, Dr. James Johnson, is being sued by the DoL for failing to remit employee contributions to the company's plan in a reasonable time frame.

12/30/2008 Tagged , ,


Ignorance Is NOT Bliss: The Sad State of 401(k) Fee Disclosure (And What You Can Do About It)

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Generally speaking, the economics of retirement plans is screwed up and has been for years. Despite the fact that just about every 401(k) provider I now meet claims to have been a long-time proponent of full disclosure, the retirement plan industry has really fallen short of providing clear and easy-to-understand information.

12/29/2008 Tagged , ,


QDIA Notice Requirements – Is Your Plan In Compliance?

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One of the most notable outcomes of the Pension Protection Act of 2006 (PPA) was a focus on making defined contribution plans (such as 401(k) plans) look and act more like defined benefit plans.

12/22/2008 Tagged ,


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