The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan
Language: English
Published by Lioncrest Publishing, 2020
- Softcover
- Used

Seller: World of Books Inc, Montgomery, IL, U.S.A.World of Books Inc
AbeBooks seller since March 23, 2026
Condition: Used - Very good
US$ 7.49
Quantity: 1 available
Add to basketItem description from seller
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.…
Seller Inventory # CIN1544515227VG
- Title
- The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan
- Author
- Josh Itzoe
- Publisher
- Lioncrest Publishing
- Publication year
- 2020
- Condition
- Very Good
- Binding
- Paperback
- Language
- English
- ISBN 10
- 1544515227
- ISBN 13
- 9781544515229
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.
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World of Books Inc
Montgomery, IL, U.S.A.
AbeBooks seller since March 23, 2026
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Founded in 2002, World of Books is a leading online destination for buying and selling both preloved and new books, committed to making sustainable reading accessible to all. With a mission to help people read more and waste less, World of Books offers a huge range of affordable, high-quality books — giving both new and preloved titles a second life. The company also operates World of Books – Sell Your Books, an easy-to-use platform that allows customers to trade in unwanted books for cash, helping to keep books in circulation while promoting sustainability. As a Certified B Corp, World of Books is driven by a vision to become the world’s largest and most sustainable dedicated online bookstore. The company measures its success through the positive environmental impact it creates, the value it provides to customers, and its ability to operate profitably while supporting its sustainable mission …
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