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PODCAST

Be More Than A Fiduciary

Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond the traditional fiduciary role. If you are a member of a retirement plan committee, a plan fiduciary, or an ERISA advisor genuinely dedicated to enhancing

business management

All Episodes

37:12

Michael Doshier of T. Rowe Price: 360-Degree View of...

Be More Than A Fiduciary ·

2024/11/20

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 participant clients in mind. Secondly, he provides strategic direction to their internal teams focused on the ongoing management of their retirement

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7:28

FF5 #36 Give Them the Tools They Need

Be More Than A Fiduciary ·

2024/11/15

In this episode of Friday Fiduciary Five, Eric Dyson highlights the importance of providing people with the tools they need to succeed. Drawing from his Navy days, he shares how true support goes beyond resources to include trust, authority, and open dialogue. Hear stories of leaders who inspired him and discover how empowering your team can drive real success.Connect with Eric Dyson:Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.comLinkedIn:

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19:25

Matthew Wolniewicz: Income America

Be More Than A Fiduciary ·

2024/11/13

Throughout his 30-year career, Matt has been singularly focused on helping savers retire with confidence. As President of Income America, LLC—an in-plan retirement income solution that provides retirees with guaranteed income for life—he provides innovative, fiduciary-oriented solutions that enhance participants' retirement security.A prolific speaker and panelist, Matt has spoken at dozens of industry events, including the NAPA 401k Summit, the Alliance for Lifetime Income Summit, the Investment

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11:20

FF5 #35 Leadership Philosophy - Train Them Right

Be More Than A Fiduciary ·

2024/11/08

In this episode of Friday Fiduciary Five, Eric Dyson talks about training employees effectively. He references "A Message to Garcia," a true classic that instills the value of completing tasks without excuses. Eric shares experiences from his Navy career, highlighting the significance of punctuality and thoroughness. He also draws parallels to customer service, noting that timely and responsive communication is crucial.Connect with Eric Dyson:Website: https://90northllc.com/Phone: 940-248-4800Email:

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35:01

Matthew Eickman: It's OK to Pay More If...

Be More Than A Fiduciary ·

2024/11/06

Matthew Eickman is the chief legal officer at the Fiduciary Law Center (FLC), where he brings over two decades of specialized experience in fiduciary responsibilities, defined contribution and benefit plans, and executive compensation programs. In 2023, Matthew was inducted as a Fellow of the American College of Employee Benefits Counsel, a prestigious recognition in his field.Before joining FLC, he was the national retirement practice leader at a firm advising over 850 retirement clients with $16

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7:57

FF5 #34 Leadership Philosophy - Find the Right People

Be More Than A Fiduciary ·

2024/11/01

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of finding the right people. He references an Old Testament Bible verse from King Solomon to illustrate the rarity of finding the right individual out of many. Eric advises a continuous search for qualified candidates and shares anecdotes from his experience in various roles, including in sales and as a chief engineer.Connect with Eric Dyson:Website: https://90northllc.com/Phone: 940-248-4800Email:

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26:30

Glenn Dial: American Century Investments Survey on...

Be More Than A Fiduciary ·

2024/10/30

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 Glenn Dialdiscuss:The balance between guarantees and flexibilityWhat most plan sponsors prefer regarding “guarantees,” and “retirement income

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32:53

Chris Frank and Shannon Knapp: Float Income is a Plan...

Be More Than A Fiduciary ·

2024/10/30

Chris Frank, a member of John Hancock’s Benefits Consulting Group, manages the DC Consulting Team and delivers fiduciary support services. With over 30 years of experience, he previously served as ERISA counsel. Chris holds degrees from the University of Massachusetts, Babson College, and the New England School of Law. Outside of work, he enjoys family time and vacationing in New Hampshire and Newport, RI.Shannon, with over 20 years in financial services, manages sales and relationship development

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9:03

FF5 #33 Leadership Philosophy - Define Your Purpose

Be More Than A Fiduciary ·

2024/10/25

In this episode of the Friday Fiduciary Five, Eric Dyson talks about the importance of defining and refining one's purpose in leadership. He outlines a leadership philosophy that includes defining and refining one's purpose, finding the right people, training them, setting high standards, and being an inspiration.Connect with Eric Dyson:Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.comLinkedIn: https://www.linkedin.com/in/401kguy/The information contained herein is

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34:32

Don Trone - Leadership in a Fiduciary Framework

Be More Than A Fiduciary ·

2024/10/23

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 the “Father of Fiduciary” and one of the 35 most influential people in the financial services industry. In 2003, he was appointed by the U.S. Secretary of

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7:34

FF5 #32 - Leadership Philosophy - What You Believe

Be More Than A Fiduciary ·

2024/10/18

In this episode of Friday Fiduciary Five, Eric Dyson discusses the importance of a leader's belief system in shaping a leadership philosophy. He emphasizes that a leader's beliefs about people and natural laws are foundational. Eric encourages leaders to reflect on their own beliefs and to begin developing a leadership framework that aligns with their values.Connect with Eric Dyson:Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.comLinkedIn:

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41:17

Rachel Duncan and James "JT" Thompson: Service...

Be More Than A Fiduciary ·

2024/10/16

About Rachel Duncan: Rachel is the Vice President of Relationship Management at Retirement Plan Services, overseeing the mid/large market client relationship team and ensuring a robust client experience for Lincoln Financial Group's top clients. With 23 years in the industry, she joined Lincoln Financial in 2001 after teaching 6th grade in Virginia. Rachel holds a bachelor's degree from Duquesne University, is FINRA Series 6 and 63 registered, and has several professional designations, including

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7:58

FF5 #31 DOL TDF Guidance - Document the Process

Be More Than A Fiduciary ·

2024/10/11

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's Target Date Fund (TDF) guidance. He emphasizes the importance of documenting the selection and review process for TDFs, including decisions and rationale.Connect with Eric Dyson:Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.comLinkedIn: https://www.linkedin.com/in/401kguy/The information contained herein is general in nature and is provided solely for educational and

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5:50

FF5 #30 DOL TDF Guidance - Use of Third-Party Resources

Be More Than A Fiduciary ·

2024/10/04

In this episode of Friday Fiduciary Five, Eric Dyson talks about the use of third-party tools in evaluating target date funds (TDFs) as per DOL TDF guidance. He emphasizes the importance of using these tools to adhere to the guidance and how available resources have evolved since TDF guidance was first issued in 2013.Connect with Eric Dyson:Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.comLinkedIn: https://www.linkedin.com/in/401kguy/The information contained herein is

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21:43

Eric Dyson: Leadership

Be More Than A Fiduciary ·

2024/10/02

In this episode, Eric discussed:Defining your purposeFinding the right peopleBringing out the best in your teamThe key to effective leadershipKey Takeaways:Define your purpose and allow for that purpose to evolve over time. Defining your purpose is a crucial step for leaders from various fields, including parents. Purpose can change and leaders should adapt their philosophy accordingly.Don’t just look for excellent employees, find the right people for the right role. Finding the right people for the

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3:45

FF5 #29 DOL TDF Guidance - Effective Employee...

Be More Than A Fiduciary ·

2024/09/27

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/Phone: 940-248-4800Email: contact@90northllc.comLinkedIn: https://www.linkedin.com/in/401kguy/The information contained herein is general in nature and is

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31:36

Brendan McCarthy: Retirement Income Solutions -...

Be More Than A Fiduciary ·

2024/09/25

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 retirement leadership experience in the financial services industry. A frequent speaker at industry conferences, he has been quoted in a number of publications

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3:56

FF5 #28 - Leadership

Be More Than A Fiduciary ·

2024/09/20

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: 940-248-4800Email: contact@90northllc.comLinkedIn: https://www.linkedin.com/in/401kguy/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

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34:15

Ralph Ferraro & Matthew Condos - LFG - In-Plan...

Be More Than A Fiduciary ·

2024/09/18

In this episode, Eric, Ralph Ferraro, and Matthew Condos discuss:Shifting from accumulation to guaranteed incomeHow lifetime income solutions address retirement stressorsThe spectrum of retirement income solutionsThe trend in lifetime income solutionsKey Takeaways:Defined contribution retirement plans need a greater focus on income solutions. It’s important to focus on offering a broad array of options. Consider the scalability and institutional pricing of defined contribution plan solutions and how

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7:38

FF5 #27 - DOL TDF Guidance - Non-Proprietary TDFs

Be More Than A Fiduciary ·

2024/09/13

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: 940-248-4800Email: contact@90northllc.comLinkedIn: https://www.linkedin.com/in/401kguy/The information contained herein is general in nature and is provided solely for educational and informational

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174 results

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