“Changing the retirement industry one beer at a time”

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Josh Itzoe

Retirement Plan Professional

Retirement plan advisor and author of two books; expert on ERISA litigation, fee structures, and plan design strategy.

3 appearances First Sep 2021 Latest Sep 2025

Episodes (3)

1:30:59

Josh Itzoe: EBSA Reforms, PE in 401(k)s & Aggregator Trends

Josh Itzoe

Sep 20, 2025
56:53

Target Date Fund Flaws: Ron Surz on Sequence Risk

Josh Itzoe, Ron Surz

Oct 7, 2022
1:05:27

Sea World Lawsuit & Fee Strategy with Josh Itzoe

Josh Itzoe

Sep 8, 2021
At time: Retirement Plan Professional