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Name
Joshua Itzoe
Title
Partner & Chief Strategy Officer
Bio
Josh Itzoe is a Co-Founder, Partner & Chief Strategy Officer of Greenspring Advisors (www.greenspringadvisors.com), one of the country’s most well-known retirement plan consulting firms and the 2018 PLANSPONSOR Retirement Plan Adviser of the Year (Small Team). He is the author of two books – The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully and host of the Fiduciary U™ podcast (www.fiduciaryu.com).
A frequent industry speaker, Josh has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, InvestmentNews, PLANADVISER and PLANSPONSOR. He has been named a Financial Times Top 401 Retirement Advisor on three occasions (2016-2018) and nominated for the Top 100 Most Influential People in Defined Contribution survey by 401kWire. A CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®, Josh is also the creator of FeeMetri(k)s™ (www.feemetriks.com), a web-based tool to help companies analyze, compare, and negotiate retirement plan fees.
A frequent industry speaker, Josh has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, InvestmentNews, PLANADVISER and PLANSPONSOR. He has been named a Financial Times Top 401 Retirement Advisor on three occasions (2016-2018) and nominated for the Top 100 Most Influential People in Defined Contribution survey by 401kWire. A CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®, Josh is also the creator of FeeMetri(k)s™ (www.feemetriks.com), a web-based tool to help companies analyze, compare, and negotiate retirement plan fees.
