Episode 4: How to Save a Lot of Money for Plan Sponsor Clients

financial advisor Josh Itzoe

This week, we’re joined by Josh Itzoe, host of the popular Fiduciary U podcast and founder of Fiduciary Works, a company he recently launched whose core purpose is to help American workers retire with dignity. He also happens to be our Top Advisor By Participant Outcomes(TAPO) for the month of April.

John Sullivan
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With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.

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