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Tag Archives: Fiduciary Best Practices
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."
8 Simple Steps to a Great Retirement Plan Committee
by Joshua P. Itzoe, CFP®, AIF®
Discussion of Greenspring's recommendations for how any company can make their retirement plan committee more effective.
Getting Back to Basics: An Overview of Fiduciary Responsibility Under ERISA
by Joshua P. Itzoe, CFP®, AIF®
Prudent fiduciary decision making is critical to the goal of achieving successful retirement outcomes and delivering meaningful benefits to plan participants. However, fiduciary responsibility under the Employee Retirement Income Security Act (ERISA) is often an area of considerable misunderstanding and confusion.
Achieving a Successful Investment Experience
by Joshua P. Itzoe, CFP®, AIF®
Achieving a successful investment experience is the goal of every retirement plan participant.