Let me be honest: most fiduciary training out there is about as exciting as watching paint dry in a compliance office. It’s often a checkbox exercise—generic, outdated, and completely divorced from the real-world problems that retirement plan fiduciaries face every day.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 “Fiduciary U,” it’s worth taking a closer look.
Josh isn’t 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’s doing something our industry desperately needs: delivering real fiduciary education in real time—without wasting everyone’s time.
Here’s the pitch, and frankly, it makes sense:
“Everybody talks about fiduciary training, but most of it is basic, boring and outdated.” – Josh Itzoe, via LinkedIn
He’s 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—and understand—before their next quarterly meeting.
Courses like these aren’t just relevant; they’re essential:
· Fiduciary Training Essentials (30 mins)
· Making “Cents” of Retirement Plan Fees (14 mins)
· ERISA Litigation Trends from 2024 (12 mins)
· Cybersecurity for Plan Sponsors and Participants (13–15 mins)
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.
Fiduciary U is also 24/7, which means committee members can train on their own schedule—nights, weekends, during lunch, even between Zoom calls. No more excuses. No more “we’ll get to it next quarter.”
Most importantly, it scales, and it’s 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.
Here’s the bottom line: If you’re a retirement plan sponsor, committee member, or advisor, Fiduciary U gives you no excuse to remain uninformed. And if you’re not prioritizing fiduciary education, you’re not just behind—you’re vulnerable.
Training isn’t just a best practice. It’s a risk management strategy. And in 2025, it better be a priority.
