Title: The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan
Publisher: Lioncrest Publishing
Publication Date: 2020
Language: English
ISBN 10: 1544515227
ISBN 13: 9781544515229
Binding: paperback
Weight: 12 ounces

About this title

Synopsis

Are you the decision-maker for your company’s retirement plan? In legal-speak, that’s known as a fiduciary, and it’s a heavy responsibility.

In fact, you’re probably aware that you’re personally liable for your decisions, and you’ve probably heard all the horror stories about lawsuits against companies like yours and people like you. You may also be facing immense pressure from your employees and coworkers, who are trusting you to make decisions about their retirement future. Meanwhile, you’re being bombarded by hordes of slick salespeople spouting confusing technical jargon.

But the “f-word” isn’t a responsibility you should fear. It’s one you should embrace!

That’s where The Fiduciary Formula comes in. This simple, easy-to-understand guide teaches you how to build a retirement plan your company can be proud of. Covering everything from plan design, fees, and investments to participant support and provider management, The Fiduciary Formula is your roadmap for making successful decisions for your company and the people you care about.

About the Author

Josh Itzoe is a co-founder, partner, and chief strategy officer at Greenspring Advisors, a registered investment advisor (RIA) and the 2018 PLANSPONSOR Retirement Plan Adviser of the Year-Small Team. He is also the host of the Fiduciary U podcast and creator of FeeMetri(k)s. A passionate advocate for fiduciary principles, Itzoe is also the author of one of the retirement industry's most well-known books on fiduciary responsibility for defined contribution plans, Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully. This is his second book.

"About this title" may belong to another edition of this title.

Store Description

We sell a wide range of new and used fiction and non fiction. We have both new items and out of print items.

Visit Seller's Storefront

Seller's business information

Opportunity Knocks Media Management LLC
863 Ardiano Avenue, Tontitown, AR, 72762, U.S.A.

Sale & Shipping Terms

Terms of Sale

Shipping Terms

We ship within 48 hours of your order. We happily take returns for 30 days.

Shipping rates within U.S.A.

Shipping rates within U.S.A.
Order quantity	5 to 14 business days	3 to 6 business days
First item	US$ 3.99	US$ 6.75

Delivery times are set by sellers and vary by carrier and location. Orders passing through Customs may face delays and buyers are responsible for any associated duties or fees. Sellers may contact you regarding additional charges to cover any increased costs to ship your items.