Josh Itzoe, CFP®, AIF® is the Founder & CEO of FiduciaryWor(k)s, a tech platform that empowers advisors with modern tech to diagnose, prescribe and improve Fiduciary Wellness.
Is 401k Fintech An Investment or Expense?
How you answer this question will likely determine your practice’s future
Major Trends in 401k Fund Menus
To say that 401k and 403b investing has shifted over the past decade would be an understatement. The…
7 Steps to a Well-Constructed Investment Policy Statement
Although the ERISA doesn’t necessarily require an investment policy statement, the law does make it clear in Section…
Why 401(k) Committees Need to Take Meeting Minutes
It’s been said that the DOL and courts take the position that “if it wasn’t documented, it didn’t…