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August 25, 2020
NEW BOOK TEACHES COMPANIES HOW TO CREATE BETTER RETIREMENT PLANS FOR EMPLOYEES
The Fiduciary Formula is the Definitive Guide to Making Sound Decisions and Managing Fiduciary Risk
Towson, MD, August 25, 2020 – In his latest book, The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan, published by Lioncrest Publishing, retirement plan industry expert, Josh Itzoe provides a comprehensive fiduciary guide for retirement plan decision-makers. Itzoe, Co-Founder & Chief Strategy Officer of Greenspring Advisors, covers everything from fiduciary governance, plan design and fees, to investments, participant support and provider management.
Using extensive research, case studies, and 15+ years of real-world experience, The Fiduciary Formula provides a practical roadmap to help corporate leaders understand their fiduciary responsibilities and navigate the complexities of ERISA. Readers will learn how to make sound decisions to manage organizational liability and continuously improve retirement outcomes for employees, including:
- How to create the internal structure to manage oversight and minimize risk
- How to design your plan for success
- How to avoid liability for the fees and cost your plan pays
- How to select and monitor your plan’s investments for legal compliance
- How to embrace plan services to improve results for your employees
- How to work with your plan’s providers to achieve the best results
“Josh Itzoe has crafted an easily digested guide that corporate leaders would be wise to read. They can thank him later when they avoid the risk, expense, and headaches that other plan sponsors will sadly endure.” – Greg Long, Former Managing Fiduciary of the U.S. Government’s Thrift Savings Plan
For more information, please visit www.fiduciaryu.com.
Greenspring Advisors, established in 2004, is one of the top five largest registered investment advisory firms in Maryland, and was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors. The firm has offices in Towson, MD and in Paramus, NJ.
Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.