सर्वश्रेष्ठ Fiduciary पॉडकास्टस (2024)

1
FF5 #29 DOL TDF Guidance - Effective Employee Communications 3:45

1d ago3:45

3:45

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of effective employee communications regarding target date funds, highlighting a white paper that found that 80% of participants understood that TDFs do not offer a guarantee, leaving 20% with a misperception. Connect with Eric Dyson: Website: https://90northllc.com/ Ph…

1
Daylight - The One Important Thing to Watch When The Market Goes Haywire 20:26

9d ago20:26

20:26

"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by sm…

1
Brendan McCarthy: Retirement Income Solutions - Simple, Low-Cost, Portable 31:36

3d ago31:36

31:36

Brendan is the Head of Retirement Investing for Nuveen where he is responsible for the firm’s DCIO efforts in the U.S. In this role, he leads strategy and distribution for Nuveen investment and TIAA lifetime income solutions in the 401(k), 403(b), and 457(b) marketplaces. He joined the organization in 2015. Brendan has more than two decades of reti…

1
FF5 #28 - Leadership 3:56

8d ago3:56

3:56

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of leadership in the retirement plan space, drawing on his 10 years of Navy leadership experience. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information …

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Ralph Ferraro & Matthew Condos - LFG - In-Plan Guaranteed Income Solution 34:15

10d ago34:15

34:15

In this episode, Eric, Ralph Ferraro, and Matthew Condos discuss: Shifting from accumulation to guaranteed income How lifetime income solutions address retirement stressors The spectrum of retirement income solutions The trend in lifetime income solutions Key Takeaways: Defined contribution retirement plans need a greater focus on income solutions.…

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FF5 #27 - DOL TDF Guidance - Non-Proprietary TDFs 7:38

15d ago7:38

7:38

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on target-date funds (TDFs), emphasizing the importance of inquiring about non-proprietary TDFs, regardless of plan size, as per DOL guidance. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com…

1
Bonnie Treichel: Lessons Learned from Litigation 31:53

17d ago31:53

31:53

Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors up to date on the rules and regulations through her webinars, presentations, and consultations. The result — advisors and consultants help more people access thei…

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FF5 #26 - DOL TDF Guidance - Review TDF Fund Fees 6:49

22d ago6:49

6:49

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of reviewing fund fees and investment expenses in target date funds (TDFs) for ERISA plan committee members and industry professionals. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.link…

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Kevin Morgan: ERISA Plan Basics - Blocking and Tackling 44:56

24d ago44:56

44:56

Kevin Morgan is the Managing Director for Retirement Investment Consultant at J.P. Morgan Asset Management, covering TX, CO, OK, NE, AR, & LA Kevin lives just outside Fort Worth, TX has been with JP Morgan for 12 years, & is a 25-year veteran of the qualified plan industry. He has extensive experience in investment strategies, 401(k) plan sales, pl…

1
FF5 #25 - DOL TDF Guidance - Understand TDF Investments and Glidepath 6:04

29d ago6:04

6:04

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of understanding TDF investments and glide paths, highlighting the need for tools to match demographics with the right glide path. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.…

1
Kim Pruitt - The Nuts and Bolts of What ERISA Plan Clients Want and Need 30:27

1M ago30:27

30:27

In this episode, Eric and Kim Pruitt discuss: Be approachable to your clients Maintaining a clean fiduciary file Engaging employees with educational content Advisor as an advocate Key Takeaways: As an advisor, be the primary point of contact for your clients. Make it so that they can reach out to you directly. Be intentional and be helpful. Help wh…

1
FF5 #24 DOL TDF Guidance - Periodic TDF Review 6:29

1M ago6:29

6:29

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on establishing a process for periodic review of selected target date funds (TDFs). Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The informa…

1
Overcoming Real Estate Challenges with Rachel Alley, Realtor with Keller Williams 27:53

1M ago27:53

27:53

In this episode of The Retirement Fiduciary, Adam welcomes back Rachel Alley, Realtor and Team Leader for The Millennium Group at Keller Williams Capital Partners in Central Ohio. Rachel revisits the podcast to discuss the significant shifts in the residential real estate market since her last appearance over two years ago. She highlights the chall…

1
Lisa Drake: The Connection Between Financial Literacy And Financial Wellness 28:40

1M ago28:40

28:40

Lisa Drake is a Retirement Plan Consultant based in SageView’s Florida office, working closely with plan sponsor clients on plan design, investment due diligence, monitoring and reporting as well as ERISA compliance to maximize fiduciary protection for employers. She specializes in driving positive retirement plan outcomes and developing long-stand…

1
FF5 #23 - DOL TDF Guidance - Comparing and Selecting TDFs 7:41

1M ago7:41

7:41

In this episode of Friday Fiduciary Five, Eric Dyson talks about the need for careful comparison, selection, and documentation in choosing Target Date Funds. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is g…

1
Laura Jurica - Wearing Multiple Hats as a Plan Committee Member 22:47

2M ago22:47

22:47

Laura Jurica is the SVP of finance, accounting, and compliance at Andrews Distributing. She has been with the organization for just over 24 years, all in accounting and finance capacity. Laura has been a member of the 401K committee for six years. Andrews Distributing is a beverage distributor in the North Texas and South Texas markets. In this epi…

1
FF5 #22 - DOL TDF Guidance - Glidepath Determination 8:20

2M ago8:20

8:20

In this episode of the Friday Fiduciary Five, Eric Dyson talks about evaluating and selecting target date funds based on a glide path fit according to participants' demographics and risk tolerance. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kgu…

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Unleashing Your True Potential with Natalie Siston, Author of "Let Her Out: Reclaim Who You Have Always Been" 40:52

2M ago40:52

40:52

In this episode of The Retirement Fiduciary, host Adam welcomes Natalie Siston, a dynamic speaker and best-selling author of "Let Her Out: Reclaim Who You've Always Been." Natalie dives into her upbringing in a small Ohio town of just 600 people and how these humble beginnings significantly shaped her career trajectory. She explains the pivotal rol…

1
Greta Green Gentile: Effective Plan Communication 29:53

2M ago29:53

29:53

Greta Green Gentile is a strategic benefits, wellness, and total rewards director/sr. manager. She is a proactive HR business partner with proven success in guiding the development of best practices in benefits, wellness, compensation, HRIS, communications, compliance, performance development, employee relations, training, staffing, and payroll in …

1
FF5 #21 - DOL TDF Guidance - It's More Than "To vs Through" 8:49

2M ago8:49

8:49

In this episode of Friday Fiduciary Five, Eric Dyson talks about the differences among TDFs, including how this is referenced in DOL TDF Guidance. This includes a consideration and understanding of investment strategies, glide paths, and fees. Eric emphasizes the need for fiduciaries to evaluate these factors when selecting a TDF. Connect with Eric…

1
Jania Stout: Retirement Income Solutions 30:42

2M ago30:42

30:42

With over 25 years of experience in the retirement plan industry, Jania Stout is a passionate and knowledgeable fiduciary leader who helps employers with fiduciary governance but with a dual focus on helping their employees achieve their financial wellness goals. As the Senior Vice President and Co-Founder of Fiduciary Plan Advisors, a OneDigital c…

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FF5 #20 - DOL Target Date Guidance - Series Preview 8:07

2M ago8:07

8:07

As an introduction and preview to a series - in this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on target date funds. He highlights eight key points from the guidance, including establishing a process for comparing and selecting target date funds. Connect with Eric Dyson: Website: https://90northllc.…

1
Making Sense of Tax-Loss Harvesting: How to Profit From Your Losses 12:51

2M ago12:51

12:51

In this quick episode Adam demystifies the strategy of tax-loss harvesting and its benefits for investors. Adam explains how this technique allows you to turn investment losses into financial gains by offsetting capital gains with capital losses, reducing your overall tax liability. Adam discusses how to avoid paying taxes come tax season by trimmi…

1
Bill Leitner: 457(b) Plans and Texas Public Plan Coalition 28:40

2M ago28:40

28:40

Bill Leitner is the Vice President of ISC Group, an independent firm that has helped clients navigate the complexities of the financial world since 1987. ISC Group, Inc. is affiliated with and Securities offered through Institutional Securities Corporation (ISC), Member FINRA/SIPC. Bill is a registered representative of ISC. In this episode, Eric a…

1
FF5 #19 - Revenue Share - The Devil is in the Details 8:15

2M ago8:15

8:15

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of understanding revenue share in ERISA plans, highlighting potential issues arising from a lack of understanding such as inadequate fee leveling due to exceptions and inequitable distribution of expenses. Connect with Eric Dyson: Website: https://90northllc.com/ Phone:…

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Dennis Fowler: What’s In A PBM? 37:14

2M ago37:14

37:14

About Dennis Fowler: As a partner and practice leader at The Baldwin Group, Dennis helps employers achieve their culture and goals through innovative and tailored benefit strategies. He has over 14 years of experience in the insurance and human capital ecosystem, and he is passionate about disrupting the expensive and unsustainable healthcare syste…

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FF5 #18 - Meeting Minutes - How Much is Enough? 8:11

3M ago8:11

8:11

In this episode of Friday Fiduciary Five, Eric Dyson talks about why meeting minutes are important, and how appropriately detailed minutes make a big difference in demonstrating adherence to a fiduciary standard of care. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www…

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Market Trends To Consider When Investing In An Election Year 15:13

3M ago15:13

15:13

In this quick episode of The Retirement Fiduciary, titled "Investing in Election Years: Trends, Realities, and Seasonal Insights," Adam Koos provides a comprehensive look at how election cycles impact market trends. Adam discusses the importance of not getting swept up in the political excitement and focuses on making informed investment decisions.…

1
Paul Sommerstad & Ty Parrish: Measuring Plan Success 29:52

3M ago29:52

29:52

About Paul Sommerstad: Paul is a Partner in the firm’s Retirement Plan Services Group. He has more than fifteen years of experience in the retirement plan industry and specializes in helping organizations understand how plan design can dramatically improve their employees’ ability to successfully retire and how proper governance can limit personal …

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FF5 #17 - Placing Service Provider Fees at Risk 6:07

3M ago6:07

6:07

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of regularly reviewing service standards and negotiating fee concessions. He also talks about how a fiduciary should always evaluate service providers through regular surveys or assessments to ensure they are meeting their contractual obligations and delivering agreed-u…

1
Beth Allen: DOL Investigators are People Too 31:14

3M ago31:14

31:14

Beth Allen has made a career of advising employers and benefits professionals on the legal obligations imposed by federal and state benefits-related laws. She has a knack for taking complicated compliance concepts and effectively explaining them to plan sponsors, HR leaders, and company executives alike. In this episode, Eric and Beth Allen discuss…

1
FF5 #16 - Fiduciary Duty to Follow Plan Documents 5:57

3M ago5:57

5:57

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of adhering to ERISA plan documents. He highlights common non-compliance issues, such as using plan forfeitures, defining compensation, vesting, and service credit. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.c…

1
Speeding Up The Market: What Every Investor Needs to Know About Trading Rule Changes 30:32

3M ago30:32

30:32

In this episode of The Retirement Fiduciary, Adam Koos discusses the complexities of the new trading rules that have recently come into effect. Adam breaks down these rules, which are far from self-explanatory, offering clarity and guidance for investors navigating this updated landscape. He dives into changes to transaction dates, explaining what …

1
Jenny Kiesewetter: Selecting ERISA Plan Service Providers 34:27

3M ago34:27

34:27

About Jenny Kiesewetter: As an ERISA and employee benefits attorney at Fisher Phillips, Jenny Kiesewetter helps clients navigate the complex and ever-changing landscape of ERISA, health and welfare benefit plans, retirement plans, cafeteria plans, severance plans, and equity-based compensation plans. Jenny also works with plan sponsors, administrat…

1
FF5 #15 - Fiduciary Duty to Diversify Investments 6:34

3M ago6:34

6:34

In this episode of Friday Fiduciary Five, Eric Dyson talks about the duty to diversify investments under ERISA. He also covers the guidance provided under ERISA section 404(c). Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information co…

1
Tina Wilson - DC Plan Retirement Income Options 31:21

3M ago31:21

31:21

Tina Wilson is Executive Vice President and Chief Product Officer for Empower. In her role, she is responsible for the strategy, ideation, and design of retirement and personal wealth products and solutions and oversees the team responsible for product development, management methodology, and governance. She is also responsible for the defined bene…

1
FF5 #14 - Fiduciary Duty of Prudence 6:44

4M ago6:44

6:44

In this episode of Friday Fiduciary Five, Eric Dyson discusses the ERISA fiduciary duty of prudence. He talks about the importance of taking a proactive approach to plan management and monitoring, rather than neglecting these responsibilities due to inconvenience or other excuses. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940…

1
How To Identify and Avoid Common Financial Scams - Exposing the Wolves of Wall Street Part 2 38:49

4M ago38:49

38:49

In part two of "Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing," financial expert Adam Koos shares essential tips for safeguarding your investments. This episode covers the dangers of insurance agents posing as wealth managers, revealing how their advice may prioritize their profits over your financial goals. Adam also dis…

1
Debbie Vince: All Things Stable Value 27:40

4M ago27:40

27:40

The information contained herein is general in nature and is provided solely for educational and informational purposes. It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties or legal advice. Stable Value Investments is a division of New York Life Insur…

1
FF5 #13 - Fiduciary Duty of Loyalty 8:13

4M ago8:13

8:13

In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty of loyalty and acting exclusively in best the interest of plan participants and beneficiaries. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information …

1
Bryan England and Eric Morrison: High Touch Participant Service 27:38

4M ago27:38

27:38

About Bryan England, AIF®️: Bryan is the Chief Operating Officer of Sundvold Financial. He leads the firm’s retirement plan education team as well as its investment due diligence processes. Furthermore, he manages a group of the firm’s retirement plan clients, several of whom have been with the firm since Bryan’s first day in 1999. About Eric Morri…

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FF5 #12 - ERISA Fiduciary Duties: Back to Basics 4:27

4M ago4:27

4:27

In this episode of Friday Fiduciary Five, Eric Dyson begins a five-part series regarding ERISA plan fiduciary basic responsibilities. He talks about the four basic fiduciary duties in ERISA, which are the duty of loyalty, prudence, diversification, and following plan documents. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-24…

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Exposing the Wolves of Wall Street: Unmasking the Dark Side of Investing 40:14

4M ago40:14

40:14

In this episode of The Retirement Fiduciary, host Adam Koos takes listeners on a deep dive into the often murky world of financial planning and investing. Adam sheds light on some of the most misunderstood aspects of working with financial and investment "specialists" and how easily unsuspecting investors can fall prey to deceptive practices. He pr…

1
Renee Scherzer: Hear from NAPA's Immediate Past President 30:56

4M ago30:56

30:56

About Renee Scherzer: As a Retirement Plan Specialist, Renee provides clients with strategies to empower their employees to build financial independence while managing the fiduciary liability of organizations and their executives through their 401(k), 403(b), and executive planning needs. In this episode, Eric and Renee discuss: Meeting people at t…

1
FF5 #11 What Does it Mean to Be More Than a Fiduciary? 6:28

4M ago6:28

6:28

In this episode of Friday Fiduciary Five, Eric Dyson defines his use of the catchphrase “Be More Than a Fiduciary. He talks about how fiduciaries should prioritize the well-being of the people they serve and strive to be the best steward they can possibly be. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: conta…

1
Mike DiCenso: All Things PEP 22:44

4M ago22:44

22:44

Mike DiCenso is a seasoned professional in the retirement industry, carrying over three decades of rich experience. His expertise spans a broad range of competencies. Mike crafts visionary strategies and direction, marked by critical thinking and market leadership. He is proficient in practice management and mastering business metrics, demonstratin…

1
FF5 #10 Write the Check! 6:49

4M ago6:49

6:49

In this episode of Friday Fiduciary Five, Eric Dyson talks about why employers should consider paying for record-keeping and advisor fees via a billable invoice. He also talks about how employers can promote this as an additional benefit value for employees. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contac…

1
Simplifying Estate Planning: A Conversation with Adam Zuckerman, Founder of Buried In Work 43:32

5M ago43:32

43:32

In this week's episode of The Retirement Fiduciary, host Adam Koos sits down with Adam Zuckerman, the Founder of "Buried In Work," a pioneering e-commerce platform dedicated to simplifying estate planning, end-of-life tasks, and estate transitions. Adam Zuckerman shares the inspiration behind the inception of his company and discusses the common ch…

1
Joel Shapiro: Aligning Your DC Plan IPS With Your Investment Monitoring 36:54

5M ago36:54

36:54

Joel is a former practicing ERISA attorney and long-tenured member of NFP Retirement's senior management team. As President of NFP Retirement Joel is charged with expanding the retirement practice in terms of scale, breadth of services, and geographical footprint. Leveraging both his legal and investment experience, Joel seeks to ensure that the NF…

1
FF5 #9 GAO Recommends DOL Update TDF Guidance 4:01

5M ago4:01

4:01

In this episode of Friday Fiduciary Five, Eric Dyson talks about the recent Government Accountability Office (GAO) report regarding Target Date Funds in 401k retirement plans and their recommendations for the Department Of Labor regarding DOL TDF Guidance. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@…

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