सर्वश्रेष्ठ Fiduciary पॉडकास्टस (2024)

1
FF5 #20 - DOL Target Date Guidance - Series Preview 8:07

23h 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

1d 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…

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

3d 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…

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

8d 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

10d 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

15d 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

16d 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.…

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

17d 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

22d 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…

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Beth Allen: DOL Investigators are People Too 31:14

24d 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…

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

29d 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…

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

30d 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 …

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Jenny Kiesewetter: Selecting ERISA Plan Service Providers 34:27

1M 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…

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

1M 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

1M 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

1M 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…

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

1M 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

1M 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…

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FF5 #13 - Fiduciary Duty of Loyalty 8:13

2M 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

2M 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

2M 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

2M 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

2M 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…

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

2M 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…

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Mike DiCenso: All Things PEP 22:44

2M 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

2M 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…

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

2M 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…

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

2M 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

3M 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@…

1
Michael Doshier - TDF Glidepath Determination & Fit 42:13

3M ago42:13

42:13

Michael Doshier’s role at T. Rowe Price is twofold. First, he shines a light on emerging retirement trends, shifting investor demographics, and the increasing impact of regulation. The research, insights, education, and experience that he and his colleagues analyze and share are all developed with their advisor, consultant, plan sponsor, and partic…

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FF5 #8 RFP Every 3 to 5 Years; Guidance or Not? 5:44

3M ago5:44

5:44

In this episode of Friday Fiduciary Five, Eric Dyson talks about RFPs and how frequent plan sponsors should conduct them and what language is used by the Department of Labor, as well as the source document for conducting RFPs and the suggested frequency. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90…

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From Doodles to Dreams: Exploring the Life Journey of Phillip O'Rourke, Host of The Phillip Show 55:26

3M ago55:26

55:26

In a special episode of "The Retirement Fiduciary," host Adam Koos welcomes Phillip O'Rourke, host of "The Phillip Show" and accomplished animator, for a departure from finance into the realm of creativity. Phillip shares his journey from doodling on paper scraps to leading animation productions for top marketing agencies, offering insights into th…

1
Nevin Adams: Is Nevin Retired or Not? 31:17

3M ago31:17

31:17

Before Nevin Adams had “retired”, he was the Chief of Content Officer for the American Retirement Association, where he is responsible for all marketing and communications for the organization, as well as its sister organizations, ASPPA, the American Society of Pension Professionals and Actuaries, the National Association of Plan Advisors (NAPA), t…

1
FF5 #7 You Can Delegate Authority But Not Responsibility 7:18

3M ago7:18

7:18

In this episode of Friday Fiduciary Five, Eric Dyson talks about to duty of plan committee fiduciaries to monitor their service providers. 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 general in nature an…

1
Matthew Eickman and Bentley Ford: Navigating Target Date Funds - Using Third Party Tools - Part 2 of 2 25:45

3M ago25:45

25:45

Matthew Eickman, J.D., AIF® is the National Retirement Practice Leader for Qualified Plan Advisors® (QPA). He is also a member of the firm’s Investment Advisory Board, holds his FINRA series 66 registration, and is an Accredited Investment Fiduciary (AIF®). Bentley Ford is the Managing Director, Dallas Market, with Prime Capital Investment Advisors…

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FF5 #6 - The ABC's of the CAA for your PBM 6:47

3M ago6:47

6:47

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of transparency and structure in managing healthcare plans, particularly when it comes to pharmacy benefit managers (PBMs) and rebates. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.link…

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Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters 40:27

3M ago40:27

40:27

In this episode of "The Retirement Fiduciary," Adam Koos sits down with Kiley Peters, the visionary behind RAYNE IX, for a compelling conversation on her journey from leading a thriving marketing firm to founding a consultancy focused on empowering women in leadership roles. Kiley shares her personal evolution, emphasizing the shift in her definiti…

1
Matthew Eickman and Bentley Ford: Navigating Target Date Funds - Using Third Party Tools - Part 1 of 2 20:27

3M ago20:27

20:27

Matthew Eickman, J.D., AIF® is the National Retirement Practice Leader for Qualified Plan Advisors® (QPA). He is also a member of the firm’s Investment Advisory Board, holds his FINRA series 66 registration, and is an Accredited Investment Fiduciary (AIF®). Bentley Ford is the Managing Director, Dallas Market, with Prime Capital Investment Advisors…

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FF5 #5 IPS Language: A Fiduciary Decision 4:49

4M ago4:49

4:49

In this episode of Friday Fiduciary Five, Eric Dyson provides an overview of the Investment Policy Statement considered to be a plan document and the language used in the Investment Policy Statement should be considered a fiduciary act. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com Linke…

1
Don Trone: Leadership, Stewardship, and Governance 34:25

4M ago34:25

34:25

Don Trone is the CEO and one of the Co-founders of 3ethos. Don was the founding CEO of fi360, and filled that role until 2007. He was the founder and President of the Foundation for Fiduciary Studies; and, the first person to direct the Institute for Leadership at the U.S. Coast Guard Academy. In 2015 he was named by Investment Advisor magazine as …

1
FF5 #4 - IPS Best Practices - Benchmarks 6:17

4M ago6:17

6:17

In this episode of Friday Fiduciary Five, Eric Dyson talks about the use of benchmarks in investment policy statements and how they should match those used in participant disclosures. 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…

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🌟 From Loss to Legacy: Adam Koós Reveals All on 'The Phillip Show' 🌟 38:45

4M ago38:45

38:45

Discover the journey of how tragedy transformed into the 'My Promise Kit' initiative. Adam shares the powerful story of starting his career, the unique 'front page' business philosophy, and turning personal loss into a mission to impact lives. #AdamKoós #MyPromiseKit #LifeLessons #InspirationalStories" Libertas Wealth: https://bit.ly/3HpmN2o Subscr…

1
Shannon Edwards: Closing the Retirement Coverage Gap 35:01

4M ago35:01

35:01

For over 20 years, Shannon and her team at TriStar Pension Consulting have acted as a secret weapon for financial advisors, CPAs, small businesses, and plan sponsors. They are the go-to resource for plan design, fixing broken retirement plans, client presentation support, and high touch customer service. Since starting the firm over two decades ago…

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Friday Fiduciary Five #3: Using Your IPS As A Roadmap 5:37

4M ago5:37

5:37

In this episode of Friday Fiduciary Five, Eric Dyson talks about using your Investment Policy Statement as a roadmap, emphasizing making it flexible and specific in order for committee members to reach their retirement goals without confusion. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.co…

1
Sheri Fitts: Enhancing Your Financial Service Using Behavioral Science 42:47

4M ago42:47

42:47

Sheri Fitts, founder/CEO, is a compelling public speaker and financial services marketing, sales, and brand guru on a mission to amplify the heart of financial services. Sheri harnesses the power of emotional connection to help financial professionals create more trust in their client relationships and make their engagements more meaningful to thei…

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Friday Fiduciary Five #2: Is the IPS a Plan Document According to ERISA? 4:53

4M ago4:53

4:53

In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty to follow the plan document and whether the investment policy statement is considered a plan document by ERISA. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/…

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Navigating FAFSA and College Scholarship Opportunities with Amber Gilsdorf, College Advisor with Estrella Consulting 48:51

4M ago48:51

48:51

Join us on the Retirement Fiduciary podcast as Amber Gilsdorf, College Advisor at Estrella Consulting, delves into the inner workings of FAFSA and unveils strategies for securing college scholarships. Amber highlights the origins of financial aid and underscores the pivotal role Financial Advisors play in guiding families through this process, brid…

1
Glenn Dial: Protect Your Retirement From Catastrophe 39:54

4M ago39:54

39:54

As the Senior Retirement Strategist, Glenn Dial is responsible for overseeing the firm’s strategic planning for the US-defined contribution (DC) channel, which is responsible for Investment Strategies, Thought Leadership, and Tools to help develop customized solutions for retirement plan intermediaries and their clients. In this episode, Eric and G…

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Friday Fiduciary Five #1: Would’ve, Could’ve, Should’ve 8:01

4M ago8:01

8:01

In this episode of Friday Fiduciary Five, Eric Dyson talks about the right question a fiduciary must ask themselves in order to be a truly prudent fiduciary. 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…

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Brandon Helms: Be Your Client's Problem Solver 31:46

5M ago31:46

31:46

Brandon Helms is a Retirement Investment Consultant-DCIO in Columbia Threadneedle Investments. For him, every day is about serving & impacting others. Brandon believes that when you add value to others, they become valuable to you so he focuses on providing solutions to other people’s problems and gives value by getting people to act on his experti…

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