The Fiduciary U™ Podcast

Michael Doshier is a Senior Defined Contribution Advisor Strategist at T. Rowe Price where he is primarily responsible for furthering the firm's position as a thought leader in the retirement arena. Michael has been in the retirement industry for over thirty years and joins the show to share his insights from T. Rowe's 2020 Defined Contribution Consultant Study.   Listen in as we discuss emerging...

Eugeny Prudchyenko is the co-founder and CEO of EvoShare, an innovative cashback rewards platform that allows people to save for retirement while shopping online or locally. EvoShare is unique in that it encourages consumers to do what they do best—spend money—while also helping them to save by giving cashback rewards toward things like their 401(k), 403(b), HSA, and brokerage accounts.   Listen i...

Diane Gallagher is Vice President of Value-Add Programs at American Century Investments, where she leads the development of value-add content for financial advisors, plan sponsors, and individual investors. She is also the firm’s spokesperson on retirement investing and chairs the American Century Investments Retirement Plan Committee.   With over 25 years of communications experience in the retir...

Jen Benz is a leading voice in the employee benefits industry and owned one of the top 100 woman-owned businesses in the Bay Area from 2012-2019 when her company, Benz Communications, was acquired by the Segal Group. She is now a senior vice-president at Segal Benz, heading up the communications practice, where she continues her fantastic track record of helping companies drive exceptional results...

Aaron Klein is the co-founder and CEO of Riskalyze, one of the most popular risk alignment tools in the financial services industry today, whose mission is to empower the world to invest fearlessly by pinpointing an investor’s risk number to build just the right portfolio for every individual. He is also the co-founder of Hope Takes Root, an initiative that is changing the future for orphans and a...

My guest today is Fielding Miller , who is cofounder and CEO of CAPTRUST , one of the nation's largest independent registered investment advisors with over $400 billion in assets under advisement, more than 700 employees, and over 40 offices around the US. On today's episode, Fielding and I discuss the origin story of CAPTRUST, how they got started in the wealth side in the business before transit...

Fred Reish is a partner in Faegre Drinker’s Fiduciary Services ERISA team, where he focuses on fiduciary issues, prohibited transactions, tax qualification, and retirement income. On today's episode, Fred and I discuss recent regulatory developments like Regulation BI and the proposed DOL fiduciary advice rule that was announced at the end of June, and how these things impact plan sponsors and the...

Michael Kitces is a financial planner, speaker, blogger, entrepreneur, and host of the Financial Advisor Success podcast. He is very well known in the financial advisory world as an expert’s expert, and the amount of content he has created over the years is astounding. Today Michael joins me to discuss the importance of financial wellness and financial planning within the workplace.   Listen in as...

Aaron Schumm is the founder and CEO of Vestwell, a digital recordkeeping platform that leverages modern technologies to bring a low-cost, easy to use retirement platform to the small-to-medium sized plan market. With over 15 years of experience in wealth management and advisory services, Aaron has a lot of knowledge to share on how to make ERISA Fiduciaries smarter.     Listen in as we discuss how...

Welcome to the Fiduciary U™ podcast, where your host Josh Itzoe shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others to become more effective at their jobs. Josh brings you industry experts across multiple disciplines to share their unique perspectives and insights on how to provide a great retirement plan for employees i...