Subscribe to RSS feed
Tag Archives: Conflicts of Interest
Who Is Minding The Store?
by Joshua P. Itzoe, CFP®, AIF®
One of the most critical building blocks to a successful retirement plan is the fund line-up. Determining exactly which investment options to select, and the process by which a plan sponsor monitors these funds, has a meaningful impact on a …
A Clear Path to Understanding Retirement Plan Economics
by Joshua P. Itzoe, CFP®, AIF®
In this short webinar, Greenspring provides a "behind the scenes" look at how retirement plan fees work with a specific focus on explaining the often misunderstood concept of "revenue sharing."
The Fiduciary Duty to Keep the Fox Out of The Hen House – Part 2
by Joshua P. Itzoe, CFP®, AIF®
In my previous post, I described the way plan sponsors often allow conflicted service providers to dictate the investment process for them, leading to a number of potential fiduciary issues.
The Fiduciary Duty to Keep the Fox Out of The Hen House – Part 1
by Joshua P. Itzoe, CFP®, AIF®
We come across many plans that have serious conflicts of interest which are often the result of undisclosed affiliations or compensation arrangements.
Uncovering Conflicts When Hiring A Retirement Plan Advisor
by Joshua P. Itzoe, CFP®, AIF®
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.