"The first half of my career was focused on the journey to success. For the next half, I want to focus on the journey to significance by helping retirement plan advisors work smarter, work faster, delight their clients, build better practices, and, most importantly, drive participant outcomes."
Josh is the Founder and CEO of FiduciaryWor(k)s and Creator of FeeMetri(k)s. FiduciaryWor(k)s is Josh's "idea factory" where he focuses on developing insights, research, technology and consulting to assist retirement plan advisors and plan sponsors in the areas of fiduciary responsibility and workplace retirement.
Previously, he was a Co-Founder, Partner & Chief Strategy Officer of G of the country's most well-known retirement plan a firms and the 2018 PLANSPONSOR Retement 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 and FeeMetri(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 aon 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®.