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Fixing the 401(k): What Fiduciaries Must Know (And Do) to Help Employees Retire Successfully
 
 
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Fixing the 401(k): What Fiduciaries Must Know (And Do) to Help Employees Retire Successfully (Paperback)

~ (Author)
Key Phrases: registered investment advisor, investment policy statement, automatic deferral increases, Questions To Ask, Deciphering Fees, Department of Labor (more...)
4.9 out of 5 stars  See all reviews (14 customer reviews)

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Fixing the 401(k): What Fiduciaries Must Know (And Do) to Help Employees Retire Successfully + The Smartest 401k Book You'll Ever Read: Maximize Your Retirement Savings...the Smart Way! + 401(k)s for Dummies
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  • This item: Fixing the 401(k): What Fiduciaries Must Know (And Do) to Help Employees Retire Successfully by Joshua P. Itzoe

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Editorial Reviews

Product Description

Are you a retirement plan fiduciary but unsure of what's required of you? Does it scare you to be held personally liable for bad decisions? Do you have a sneaking suspicion that your plan is paying too much in fees but you're not sure how to find out? Are you worried that your employees won't be able to retire? If the answer to any of these questions is "Yes," this book is for you.


"Josh Itzoe has a remarkable capacity for seeing through the maze of regulations surrounding qualified plans to the handful of core ideals by which successful plans must operate. This is a great, understandable guide for plan sponsors."

-- Pete Swisher, CFP, CPC, Vice President and Senior Institutional Consultant, Unified Trust Company, N.A. and author of "401 (k) Fiduciary Governance: An Advisor's Guide"


"Fixing the 401(k) is a bold and excellent work. Josh Itzoe reminds us that excellence is desperately needed within our private retirement system. By following the solid principles shared in this book, Itzoe reveals how any employer, large or small, can build and operate an excellent 401(k). The 401(k) is the mechanism that over fifty million people will rely upon to help their retirement dreams become a reality. This book is the starting point for employers who want to understand how to make their 401(k) truly excellent and help secure the common good of society."

-- Matthew D. Hutcheson, Congressional Expert and Independent Pension Fiduciary


Product Details

  • Paperback: 176 pages
  • Publisher: Mill City Press, Inc. (August 15, 2008)
  • Language: English
  • ISBN-10: 1934937177
  • ISBN-13: 978-1934937174
  • Product Dimensions: 8.4 x 5.4 x 0.5 inches
  • Shipping Weight: 7.2 ounces (View shipping rates and policies)
  • Average Customer Review: 4.9 out of 5 stars  See all reviews (14 customer reviews)
  • Amazon.com Sales Rank: #164,813 in Books (See Bestsellers in Books)

More About the Author

Joshua P. Itzoe
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Customer Reviews

14 Reviews
5 star:
 (12)
4 star:
 (2)
3 star:    (0)
2 star:    (0)
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Average Customer Review
4.9 out of 5 stars (14 customer reviews)
 
 
 
 
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Most Helpful Customer Reviews

 
1 of 1 people found the following review helpful:
5.0 out of 5 stars Speaks to Its Readers' Needs, February 5, 2009
Joshua's book covers a very complex subject by carefully leading its readers through it all, step by step, via a writing style that is personable (which really helps) and a format that provides a guiding hand, e.g., with a "Questions to Ask" section at the end of every chapter, many plain & simple charts throughout, plus bold headings and sub-heads and an overall easy-to-ready choice of font and type size.

Competing books aimed at this topic can leave one's head reeling. In contrast, "Fixing the 401(k)" sensitively speaks to its readers' need, producing the opposite of head-swirling. It's a useful, helpful guide that effectively makes its important points in a manner that enables its readers to know what they must do next.
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5.0 out of 5 stars Insightful Information into Your Employees Biggest Asset, September 8, 2009
By Eric D. Kallies (Madison, WI United States) - See all my reviews
(REAL NAME)   
Josh has done a fine job breaking down the 401(k) into simple-to-understand sections. From deligation of responsibility to plan design, everyone can learn something from this book. He continually points to the biggest single flaw in retirement plans today, a lack of transparency. Great book, great value.
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5.0 out of 5 stars A Must Read for 401(k) Trustees, August 22, 2009
By Steven Parmelee (Westport, CT USA) - See all my reviews
(REAL NAME)   
Josh has written an excellent book, which concisely describes the duties of a Trustee and the issues which must be addressed. The chapter which identifies who the players are is particularly important, since everybody wants the best possible Plan but few understand the sometimes conflicting goals of vendor, broker, and others.

If every 401(k) Trustee would read this book, they would have all the information they need to maximize returns, minimize expenses, and cover themselves from a fiduciary standpoint.

It's too bad it doesn't get handed out along with the prospectus!



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Most Recent Customer Reviews

5.0 out of 5 stars Excellent coverage of a critical topic
Josh has been able to write a very "readable" book on a complex and difficult topic. Our nation faces a major retirement savings crisis. Read more
Published 11 months ago by C. Todd Lacey

5.0 out of 5 stars A Valuable Resource for Financial Advisors
Josh Itzoe has done a great favor to plan fiduciaries and financial advisors across the country. He has succeeded in simplifying a very complex subject, providing a much-needed... Read more
Published 11 months ago by J. Wise

5.0 out of 5 stars Highly Readable and Insightful
Joshua Itzoe's Fixing the 401(k) covers numerous important topics and should help 401(k) plan fiduciaries better appreciate the scope and nature of their responsibilities. Read more
Published 12 months ago by J. Garofolo

5.0 out of 5 stars Great information for the RIA looking to get into the 401K market
The ERISA legal language isn't the quickest read and Josh does a great job of breaking out the concepts into easily understood segments. Read more
Published 12 months ago by J. Uecker

4.0 out of 5 stars Fixing The 401k - What Fiduciaries Must Do
Itzoe is right on. The fiduciaries (who are the plan sponsors) carry a ton of liability and exposure. Read more
Published 13 months ago by Truth B Told

5.0 out of 5 stars great book for those trying to understand all the moving parts in a 401k plan
Josh has tackled a very complex subject and explained all the parts extremely well. The subjects of finance and legal responsibilities can be very difficult for anyone to... Read more
Published 13 months ago by Roland Greco

4.0 out of 5 stars For Those Who Really Care About Their People!
My Congratulations - you are now a fiduciary of a corporation that has a 401k and/or an EESOP program. Read more
Published 13 months ago by T. J. Barczak

5.0 out of 5 stars Fixing the 401k
This should be read by every business owner that offers a 401k. It clearly explains why and how the average 401k is broken. Read more
Published 13 months ago by Mark R. Folgmann

5.0 out of 5 stars Excellent!
This is a great book for anyone that wants to better understand the 401(K). It is well written, easy to understand and serves as a true resource guide. Read more
Published 14 months ago by Kelly A. Mitchell

5.0 out of 5 stars Excellent book
Well written, concise and to the point, a must read for anyone who wants to know all the costs associated with running a 401(k) and for those who want to do it right. Read more
Published 14 months ago by Aiden P. Hannan

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