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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

29:08

Jania Stout: Cyber Security and the ERISA Advisor

Be More Than A Fiduciary ·

2025/01/29

“Jania.” She’s one of those people in the ERISA world who only needs a first name mentioned and everyone knows who you are talking about.With over 25 years of experience in the retirement plan industry, Jania is a passionate and knowledgeable fiduciary leader dedicated to helping employers with fiduciary governance while also focusing on their employees' financial wellness goals. She has served as a Past President of the National Association of Plan Advisors (NAPA), providing leadership to the Plan

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4:59

FF5 #46 - The Plan Document - A Fiduciary Duty

Be More Than A Fiduciary ·

2025/01/24

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of adhering to the plan document in both ERISA-regulated health and retirement plans. He emphasizes the four basic fiduciary duties: loyalty, prudence, asset diversification, and following the plan document. He advises plan advisors and committee members to ensure the plan document is clear, integrated into HR systems, and understood by all committee members.Connect with Eric Dyson:Website: https://90northllc.com/Phone:

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36:08

Paul Horn: Cyber Security Best Practices

Be More Than A Fiduciary ·

2025/01/22

Paul previously served as the Chief Information Security Officer for an independent Broker-Dealer with billions of dollars in assets under management and thousands of Advisors spread across the United States as well as a major defense contractor providing logistical services. Paul has been a part of several FINRA and SEC Cybersecurity sweeps and examinations and maintains a deep understanding of the regulatory requirements associated with financial institutions as well as prioritizing risk

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10:27

FF5 #45 - ERISA Fiduciary Training Reference

Be More Than A Fiduciary ·

2025/01/17

In this episode of Friday Fiduciary Five, Eric Dyson talks about ERISA fiduciary training resources for plan committee members and advisors. He outlines a comprehensive document covering four core duties: loyalty, prudence, diversification, and adherence to plan documents, and three additional duties: avoiding prohibited transactions, conflicts of interest, and reasonable cost management. Dyson lists 16 essential documents committee members should be familiar with, including the plan document, Form

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27:44

Christopher Taylor: Record Keeper Search Best Practices

Be More Than A Fiduciary ·

2025/01/15

Christopher (Chris) Taylor is the Director of Client Support for USI Consulting Group. He is located in Madison, WI. Chris leads USICG’s national provider search, fee benchmarking, and fee negotiation team in addition to providing investment analysis on equity strategies and supporting our sales team across the country. As a result, Chris has an in-depth understanding of the retirement services marketplace and significant experience across all plan types – including non-qualified solutions.In this

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8:23

ERISA Fiduciary Training

Be More Than A Fiduciary ·

2025/01/10

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of ERISA fiduciary training for plan committee members, emphasizing that those with the most responsibility and liability often receive the least training. He highlights the need for clear, dedicated training sessions rather than brief mentions in quarterly meetings.Connect with Eric Dyson:Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.comLinkedIn: https://www.linkedin.com/in/401kguy/The

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28:21

What Does it Mean to "Be More Than a Fiduciary?"

Be More Than A Fiduciary ·

2025/01/08

In this episode, Eric discuss:Going beyond obligationsThe difference stewardship makesProcedural and substantive prudenceBehavioral governanceKey Takeaways:Being a fiduciary is about meeting legal obligations, but being "more than a fiduciary" involves going beyond just meeting obligations to focus on achieving favorable participant outcomes through good stewardship.Fiduciary obligations are the foundation, but in defined contribution plans, you can meet all legal obligations and still get zero

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4:29

FF5 #43 The Ghost of ERISA Yet to Come

Be More Than A Fiduciary ·

2025/01/03

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of retirement income solutions within ERISA plans. Eric references the key words in ERISA - “Retirement Income Security,” and highlights the importance of providing retirement security solutions.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

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14:28

The Tug of War in ERISA Forfeiture Lawsuits

Be More Than A Fiduciary ·

2025/01/01

In this episode, Eric discussed:The metaphorical IRS vs. ERISA Tug-of-War on ForfeituresERISA Fiduciary Duties and the Plan DocumentForfeiture Lawsuits and Plan Document ComplianceReviewing and Updating the Plan Document for ForfeituresKey Takeaways:There is a proverbial "tug of war" between IRS regulations for qualified plans and ERISA fiduciary principles when it comes to the use of forfeiture funds. IRS allows 3 options, while ERISA views forfeiture funds as plan assets that must be used in the

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4:37

FF5 #42 The Ghost of ERISA Present

Be More Than A Fiduciary ·

2024/12/27

In this episode of Friday Fiduciary Five, Eric Dyson talks about keeping the core fiduciary principles – prudence, loyalty, following plan docs, and diversifying assets – at the forefront, while navigating intricate compliance details.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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20:00

Eric Dyson - Selling vs Negotiating

Be More Than A Fiduciary ·

2024/12/25

In this episode, Eric discusses:General concepts on negotiationThe best timing for price negotiationThe give and take of negotiationsSelling should be a win-win processKey Takeaways:Develop a framework with priorities, goals, and objectives before conducting a record keepers search. This needs to take place well before selling and negotiating ever start.Negotiate price towards the end of the process, not early on.Never give away something without getting something in return during

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5:21

FF5 #41 The Ghost of ERISA Past

Be More Than A Fiduciary ·

2024/12/20

In this episode of Friday Fiduciary Five, Eric Dyson talks about the need for similar fee disclosure standards and prudent fiduciary oversight for retirement plans and healthcare. There are lessons to be learned from past ERISA retirement plan fee disclosures.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

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36:04

Julie Graham and Kameron Jones - Recordkeeper Search...

Be More Than A Fiduciary ·

2024/12/18

About Julie Graham: Julie Graham has been with NFP since 2001, leading the Provider Benchmarking and RFP department. With over 25 years of experience, she helps plan sponsors reduce costs, enhance services, and optimize investments for 401(k), 403(b), and other retirement plans. A graduate of Oklahoma State University with a BS in Business Administration, Julie also holds a Master’s in Organizational Leadership from Huntington University and is a registered investment advisor representative. She

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6:50

FF5 #40 - A Special Army Navy Game Edition

Be More Than A Fiduciary ·

2024/12/13

In this special episode of Friday Fiduciary Five, Eric Dyson talks about the significance of the Army-Navy football game. He highlights the game's unique status as a global event, with both teams being highly ranked and the game being the only major Division I football game on its day.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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34:34

Frank Tighe and Corey Pride: Recordkeeper Search Best...

Be More Than A Fiduciary ·

2024/12/11

Frank Tighe is a Senior Retirement Sales Director for large market plans in the South/Central region at T. Rowe Price Retirement Plan Services. With financial services experience dating back to 1994, he joined T. Rowe Price in 2024. Frank has extensive experience supporting corporate retirement plans, including roles in investment consulting, recordkeeping sales, and investment advisory support at firms like Wells Fargo, Mercer, Newport Group, Hartford Funds, and American Century Investments. A

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6:29

FF5 #39 - Leadership Philosophy Wrap Up

Be More Than A Fiduciary ·

2024/12/06

In this episode of Friday Fiduciary Five, Eric Dyson wraps up a series on leadership philosophy for ERISA professionals and others in leadership roles. He outlines the seven guiding principles: defining and refining purpose, finding the right people, training them, providing necessary tools, setting standards for excellence, recognizing achievements, and being an inspiration.He also provides suggested next steps and processes for you to develop your own leadership philosophy.Connect with Eric

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34:15

Maggie Younis and Alice Palmer: Your Best Solution...

Be More Than A Fiduciary ·

2024/12/04

Maggie Younis is the VP, Head of Consultant Relations at Lincoln Financial Group, where she has worked since 2010. With over 20 years of industry experience, Maggie holds a bachelor's degree in Economics from DePauw University and multiple professional designations, including CPC, QPA, QKA, TGPC, APA, APR, and ERPA. She was awarded ASPPA’s Educator of the Year in 2018.Alice Palmer is the vice president and RPS chief counsel at Lincoln Financial, overseeing the legal and compliance teams for their

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6:40

FF5 #38 - Leadership Philosophy - Be an Inspiration

Be More Than A Fiduciary ·

2024/11/29

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of being an inspiration. He outlines seven principles: defining and refining purpose, finding the right people, training them, setting high standards, recognizing efforts, and inspiring others.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

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36:04

Kelby Meyers and Josh Anderson: Evaluating Retirement...

Be More Than A Fiduciary ·

2024/11/25

Kelby Meyers is the CEO and founder of Nestimate, Inc., focused on driving financial security for retirees. With over a decade in financial services, specializing in insurance and annuity products, he founded Nestimate in 2022 to empower advisors with retirement income solutions. Previously, he was an independent financial representative at Ohio National Financial Services, earning recognition on the Wall of Fame and the Executive Council.Kelby holds a degree in Economics from the University of

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4:30

FF5 #37 - Pat Them on the Back Often Enough

Be More Than A Fiduciary ·

2024/11/22

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of encouraging your team as part of effective leadership. He emphasizes that leaders should be encouragers, not just critics, to foster dedication and respect among their teams. Eric explains that consistent encouragement builds an emotional bank account, allowing leaders to be firm when necessary.Connect with Eric Dyson:Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.comLinkedIn:

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174 results

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