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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

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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31:53

Bonnie Treichel: Lessons Learned from Litigation

Be More Than A Fiduciary ·

2024/09/11

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 their retirement savings.In this episode, Eric and Bonnie Treichel discuss:Next practices when making meeting minutesHow much is enoughWhat SHOULD be

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6:49

FF5 #26 - DOL TDF Guidance - Review TDF Fund Fees

Be More Than A Fiduciary ·

2024/09/06

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: 940-248-4800Email: 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

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44:56

Kevin Morgan: ERISA Plan Basics - Blocking and Tackling

Be More Than A Fiduciary ·

2024/09/04

Kevin Morgan is the Managing Director for Retirement Investment Consultant at J.P. Morgan Asset Management, covering TX, CO, OK, NE, AR, & LAKevin 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, plan implementation/conversions, relationship management with plan sponsors, and direct participant communication/education. Prior to joining J.P

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6:04

FF5 #25 - DOL TDF Guidance - Understand TDF...

Be More Than A Fiduciary ·

2024/08/30

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: 940-248-4800Email: 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

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30:27

Kim Pruitt - The Nuts and Bolts of What ERISA Plan...

Be More Than A Fiduciary ·

2024/08/28

In this episode, Eric and Kim Pruitt discuss:Be approachable to your clientsMaintaining a clean fiduciary fileEngaging employees with educational contentAdvisor as an advocateKey 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 when needed with file feeds, discuss processes with payroll and ensure data accuracy.Save your client’s time. Maintain a clean fiduciary file with all necessary

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6:29

FF5 #24 DOL TDF Guidance - Periodic TDF Review

Be More Than A Fiduciary ·

2024/08/23

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: 940-248-4800Email: 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

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28:40

Lisa Drake: The Connection Between Financial Literacy...

Be More Than A Fiduciary ·

2024/08/21

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-standing client relationships.Lisa has worked in institutional financial services for over 15 years, beginning her career at Charles Schwab. She worked as a

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7:41

FF5 #23 - DOL TDF Guidance - Comparing and Selecting...

Be More Than A Fiduciary ·

2024/08/16

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: 940-248-4800Email: 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 of any type of

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22:47

Laura Jurica - Wearing Multiple Hats as a Plan...

Be More Than A Fiduciary ·

2024/08/14

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 episode, Eric and Laura Jurica discuss:The multifaceted role of a fiduciarySetting up efficient committee meetingsAddressing client-specific needsImplementing

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8:20

FF5 #22 - DOL TDF Guidance - Glidepath Determination

Be More Than A Fiduciary ·

2024/08/09

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: 940-248-4800Email: 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

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29:53

Greta Green Gentile: Effective Plan Communication

Be More Than A Fiduciary ·

2024/08/07

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 a variety of industries. Greta has solid technical qualifications combined with excellent collaboration, relationship, team building, project management,

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8:49

FF5 #21 - DOL TDF Guidance - It's More Than "To vs...

Be More Than A Fiduciary ·

2024/08/02

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

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30:42

Jania Stout: Retirement Income Solutions

Be More Than A Fiduciary ·

2024/07/31

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 company, Jania provides comprehensive and customized solutions for plan design, investment monitoring, ERISA compliance, fee benchmarking, and total

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8:07

FF5 #20 - DOL Target Date Guidance - Series Preview

Be More Than A Fiduciary ·

2024/07/26

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

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28:40

Bill Leitner: 457(b) Plans and Texas Public Plan...

Be More Than A Fiduciary ·

2024/07/24

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 and Bill discuss:Similarities and differences between 401(k) and 457(b) plansState-by-state legal considerationsThe crucial role of learning and

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8:15

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

Be More Than A Fiduciary ·

2024/07/19

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

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37:14

Dennis Fowler: What’s In A PBM?

Be More Than A Fiduciary ·

2024/07/17

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 system.In this episode, Eric and Dennis Fowler discuss:The role of Pharmacy Benefit Managers (“PBMs”)How the size of a company affects its optionsThe challenge

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8:11

FF5 #18 - Meeting Minutes - How Much is Enough?

Be More Than A Fiduciary ·

2024/07/12

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: 940-248-4800Email: 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

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29:52

Paul Sommerstad & Ty Parrish: Measuring Plan Success

Be More Than A Fiduciary ·

2024/07/10

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 fiduciary liability. Paul has worked with a variety of public, private, and nonprofit organizations providing them with proven strategies that have

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175 results

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