Let me be honest: most fiduciary training out there is about as exciting as watching paint dry in a compliance office. It\u2019s often a checkbox exercise\u2014generic, outdated, and completely divorced from the real-world problems that retirement plan fiduciaries face every day. So when Josh Itzoe, a name many of us in the industry respect, launches something new and calls it \u201cFiduciary U,\u201d it\u2019s worth taking a closer look.<\/p>\n
Josh isn\u2019t just another talking head in the retirement space. He built his reputation as a co-founder of Greenspring Advisors, authored two best-selling books, and now runs FiduciaryWorks, a platform many advisors rely on for plan governance. With Fiduciary U, he\u2019s doing something our industry desperately needs: delivering real fiduciary education in real time\u2014without wasting everyone\u2019s time.<\/p>\n
Here\u2019s the pitch, and frankly, it makes sense:<\/p>\n
\u201cEverybody talks about fiduciary training, but most of it is basic, boring and outdated.\u201d \u2013 Josh Itzoe, via LinkedIn<\/p>\n
He\u2019s not wrong. Most of what passes for training is a liability shield, not a learning experience. Fiduciary U flips that on its head with bite-sized, on-demand content that committee members can actually finish\u2014and understand\u2014before their next quarterly meeting.<\/p>\n
Courses like these aren\u2019t just relevant; they\u2019re essential:<\/p>\n
\u00b7 Fiduciary Training Essentials (30 mins)<\/p>\n
\u00b7 Making \u201cCents\u201d of Retirement Plan Fees (14 mins)<\/p>\n
\u00b7 ERISA Litigation Trends from 2024 (12 mins)<\/p>\n
\u00b7 Cybersecurity for Plan Sponsors and Participants (13\u201315 mins)<\/p>\n
In an environment where ERISA litigation is rising, cybersecurity is a daily risk, and fee compression is squeezing everyone, this is the kind of practical education that separates the real fiduciaries from the people who just show up to committee meetings for the muffins.<\/p>\n
Fiduciary U is also 24\/7, which means committee members can train on their own schedule\u2014nights, weekends, during lunch, even between Zoom calls. No more excuses. No more \u201cwe\u2019ll get to it next quarter.\u201d<\/p>\n
Most importantly, it scales, and it\u2019s affordable, making it accessible for both large corporate plans and the small businesses who usually get stuck with a laminated fiduciary checklist and a prayer.<\/p>\n
Here\u2019s the bottom line: If you\u2019re a retirement plan sponsor, committee member, or advisor, Fiduciary U gives you no excuse to remain uninformed. And if you\u2019re not prioritizing fiduciary education, you\u2019re not just behind\u2014you\u2019re vulnerable.<\/p>\n
Training isn\u2019t just a best practice. It\u2019s a risk management strategy. And in 2025, it better be a priority.<\/p>\n
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