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Articles tagged "Josh Itzoe"


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Josh Itzoe: If I’m large plan sponsor but specifically financial services and if I haven’t been sued yet I’m holding my breath.

Schwab employee 401(k) lawsuit taunts Chuck by using Vanguard as Exhibit A

The San Francisco giant is latest to get hit with legal scourge; Ameriprise and Fidelity already shelled out megabucks to settle claims that their retirement funds underperform and charge a lot to do it – but not Vanguard

March 8, 2017 at 6:34 PM

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