Benefits

Get clients faster

A focus on sales and marketing strategies to identify qualified prospects, focus on a niche, differentiate your practice and get to yes faster.

Keep clients longer

A focus on comprehensive fiduciary best practices and practice management techniques to serve plan sponsors and participants more effectively and build an efficient, scalable, and profitable business.

Be productive sooner

Accelerate your learning so you can be more productive, reducing the time and expense of trial and error or diverting senior staff's focus from growing the business.

Your Instructors

Jake rushton, aif®

Jake Rushton, better known as 401JA(k)E, has spent the last decade working on one of the largest problems in America: Retirement. His fascination with the 401k started during an open enrollment meeting of a large company when he was 18. Soon after this, Jake attended BYU-Hawaii where he excelled as one of the top runners on the cross-country team.  Upon finishing his Bachelors in Economics he jumped into the investment world with a well-known online brokerage firm followed by an even larger investment bank.  

Jake is VP of Retirement Services at TrueNorth, Utah’s largest fee-only advisor firm. Jake is also the founder of the 401(k)lub, a community of 401(k) experts sharing and helping one another succeed.

Jake is a Accredited Investment Fiduciary®.

When Jake isn’t working on creating successful outcomes for his clients, he is usually attending a sporting event for one of his five children, spending time with his wife, or exploring a new road on his bike.

Josh itzoe, cfp®, aif®

Josh is the Founder and CEO of FiduciaryWor(k)s and Founder of FeeMetri(k)s.

FiduciaryWor(k)s is Josh's "idea factory" where he focuses on developing insights, research, technology and consulting to assist plan sponsors and retirement plan advisors in the areas of fiduciary responsibility and workplace retirement. FeeMetri(k)s is a modern analytics platform for analyzing and negotiating retirement fees.

Previously, he was a Co-Founder, Partner & Chief Strategy Officer of Greenspring Advisors, one of the country's most well-known retirement plan advisory firms and the 2018 PLANSPONSOR Retirement Plan Adviser of the Year (Small Team).

He founded and led the corporate retirement practice at Greenspring, growing it to nearly $4.5 billion in assets and representing nearly 50,000 participants before leaving to launch FiduciaryWor(k)s in 2021.

He is the host of the popular Fiduciary U™ Podcast and an Amazon Best Selling 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.

He's also a frequent industry speaker and has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, InvestmentNews, PLANADVISER, and PLANSPONSOR.

He was previously 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.

Josh is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®.

What's Included

Essential Edition
Everything you need to build a firm foundation

Fiduciary Training Course

10 lesson course developed by Josh Itzoe in consultation with Fred Reish of Faegre Drinker.

online training

12 course modules teaching the fundamental basics of retirement plan management and fiduciary responsibility.

community

Private online discussion forum exclusively for students and free access to 401(k)lub for 3 months.

Professional Edition
Live training and Q&A

Live Sessions

12 live sessions over 6 weeks with Jake and Josh.

live Q&A

"Ask the experts" Q&A calls on week 2 and week 6

community

6-month membership to the 401(k)lub.

Premier Edition
Personalized coaching from Jake & Josh (limited enrollment)

60-minute 1:1 coaching session with Jake & Josh
One-on-one coaching to help you build and/or scale your retirement practice

1 additional Q&A session on week 4 with Jake & Josh
For Premier Edition students only

12-month 401(k)lub membership
Online community to connect with like-minded professionals

Cash Balance 101 Training with Jake
Learn the in's and out's of cash balance plans and how to add them to your practice

Priority Support
For Premier Edition students only, with priority responses from Jake & Josh

Pricing

Next Session Begins in August

Essential Edition
$1,750

- Fiduciary training course
- 12 course modules online
- 3-month 401(k)lub membership

Reserve Your Spot!
Professional Edition
$3,500

Everything in Essential Edition, plus:

- 12 live training sessions
- 2 live Q&A sessions with Jake & Josh

- 6-month 401(k)lub membership

Most popular
Reserve Your Spot!
Premier Edition
$5,000

Everything in Essential and Professional Editions, plus:

- 60 minute 1:1 coaching call with Jake & Josh
-1 additional Q&A session
- 12-month 401(k)lub membership
- Cash balance 101 training
- Priority support

Reserve Your Spot!
Starter
$0
per month (billed yearly)

1 project
20,000 visits
3 home pages
Free SSL & CDN

Regular
$8
per month (billed yearly)

5 projects
40,000 visits
6 home pages
Free SSL & CDN

Most popular
Pro
$26
per month (billed yearly)

Unlimited projects
100,000 visits
3 home pages
Free SSL & CDN

30-day money back guarantee

Student satisfaction is our #1 goal, and we want this decision to be 100% risk-free so you can focus on learning. If you decide the course didn't deliver on its promise for any reason, just let us know and we'll refund your full payment, no questions asked.

Get reimbursed by your employer

Need help getting reimbursed by your employer? Click here to download a proposal template.

Most large organizations, and many smaller ones, will reimburse tuition for professional development

Curriculum

Here are some of the topics we'll cover and things you will learn.

Sales & Marketing

  • Defining your "WHY" and choosing a target client/niche
  • Building a brand
  • Creating content
  • Engage with your target clients
  • Closing Deals
  • Keeping momentum and scale with a team

Fiduciary Governance

  • Cultivating the elite advisor mindset
  • Everything starts with the committee
  • Primary goals vs. secondary goals
  • Choosing the right number of committee members
  • Form the right committee leadership
  • Using a committee charter and appointing members
  • Fiduciary liability insurance & indemnification
  • Taking meeting minutes
  • Using a fiduciary file
  • Determining meeting frequency
  • Developing an accountability calendar
  • Running a committee meeting that doesn’t suck

Plan Design

  • Behavioral finance concepts
  • Focusing on replacement rates
  • Adoption of automatic features
  • Curated enrollment menus
  • Participant investing trends
  • Successfully implementing an auto features strategy

Fee Structure

  • Evolution of the fee landscape
  • Litigation trends
  • Quantifying the impact of fees
  • What drives pricing
  • Understanding fee structures
  • Allocation methods
  • Revenue sharing and share classes
  • Conflicts of interest and fee inequality
  • Methods of equalization
  • The impact of asset-based fees
  • The art and science of negotiating recordkeeping fees
  • Showing value to clients

Investment Process

  • IPS best practices
  • Emerging trends in fund menu design
  • TDF selection and monitoring
  • Putting investment theory into practice

Employee Engagement

  • Financial wellness vs. financial well-being
  • Gender, age and income differences
  • The impact of financial stress
  • The desire for objective and personalized advice
  • The importance of a written financial plan

Vendor Management

  • Developing strong service provider partnerships
  • What to look for in a recordkeeper/TPA and key questions to ask
  • What to look for in a plan auditor and key questions to ask

The Fiduciary of the Future

  • Increasing company generosity
  • New success objectives
  • Harnessing the power of behavioral economics
  • Personalized participant solutions
  • Guaranteed income solutions
  • Automation, big data, and decision support tools
  • Data privacy and cybersecurity

Included in all plans

30-day money back guarantee

Customer satisfaction is our #1 goal, and we want this decision to be 100% risk-free so you can focus on learning. If you decide the course didn't deliver on its promise for any reason, just let us know and we'll refund your full payment, no questions asked.

Carefully crafted

We spend a lot of time to research tons of different software website from top companies to collect all best practices and the most necessary experience in one place.

Flexible and responsive

Enigma Software template will look perfect on any device. We create a mobile-friendly interface to match all users.

Customizable

This template uses such features as Global swatches and Symbols. It gives you the ability to customize the template for your need easily.

Testimonials

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“Jake’s 401(k) one-on-one coaching and 401(k)lub are amazing! What a blessing to have Jake as a resource.  I have been an Advisor for over 28 years, and I can honestly tell you he is the most knowledgeable person in the 401(k) space I have ever spoken with. Jake is a great teacher, coach, mentor and now I am happy to say, my friend. He is generous with his time and in sharing the knowledge it took him a career to accumulate. If you are thinking about getting into the 401(k)/pension business and want to fast track your way to knowing what you are doing, sign up for Jake’s coaching service. I guarantee you will be very glad you did.“

Scott V.

“I’ve been in the financial services industry since 2014 and recently started working with Jake. Jake has done an amazing job listening to my goals and helping me identify the constraints to my growth. He’s provided me with great connections and opportunities to further the development of my process.
You’ve probably experienced advising clients who aren’t asking the right questions. Going it alone it is easy to do that. I feel I’ve accelerated years of development by working with him as he’s helped me focus on areas that are going to provide the great progress. If you are looking to take your retirement plan practice to the next level I highly recommend Jake.”

Dominick A.

"Josh is a thought leader in the retirement plan industry. He takes what may seem like a complex and sometimes scary concept (fiduciary) and puts it in every day language with lots of case studies as well as real data to back up his approach to retirement plan governance. The best part though - is when he reminds us what governance is really all about - it's about the retirement plan participant. This book will help you understand how to better create a process driven framework that leads to better participant outcomes and that's good for all of us. Well done - highly recommend."

Michele K.

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Jane Sanders
Founder

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John Webs
Developer

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Clara Soft
Designer

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Jane Sanders
Founder

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla

John Webs
Developer

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Clara Soft
Designer

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