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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

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All Episodes

15:14

Fiduciary Duties in Selecting Designated Investment...

Be More Than A Fiduciary ·

2026/04/08

In this episode, Eric discusses:Reinforcing process over predictionFormalizing the six-factor evaluation frameworkStrengthening benchmarking practicesEnsuring governance through documentation and monitoringKey Takeaways:The proposed guidance emphasizes that prudence under ERISA is about having a sound, defensible process, not choosing perfect investments. The focus remains on consistency and documentation to reduce litigation risk.Performance, fees, liquidity, valuation, benchmarking, and complexity

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11:16

FF5 #97 - Fiduciary Duties in Selecting Designated...

Be More Than A Fiduciary ·

2026/04/03

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor and Employee Benefits Security Administration’s proposed rule on fiduciary duties in selecting investment options for participant-directed plans like 401(k)s, emphasizing prudence, documentation, and due diligence while exploring expanded fiduciary discretion. He expresses his own feedback, raising concerns about the lack of some specificity on required benchmarks and questions the lack of guidance on the use of

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13:58

FF5 #96 - An Update - Private Assets in DC Plans

Be More Than A Fiduciary ·

2026/03/27

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's (DOL) proposed rule on private assets like private equity, credit, and real estate in defined contribution plans. The rule, expected for public comment very soon, will likely emphasize the fiduciary process for selecting and monitoring investments rather than setting specific asset allocation caps. Dyson highlights the importance of liquidity, valuation, and fee transparency in managing private assets. He

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35:33

George Fraser: Creating Opportunity and Easing...

Be More Than A Fiduciary ·

2026/03/25

George Fraser is Founder and Chief Revenue Officer at GigMatch. This new “APP” will address the 96% of Americans who are currently feeling financial stress daily. Developed with his partner Tom Kmak, GigMatch will provide “HOPE” through opportunities to enhance income and lifestyle both today and in retirement. Before GigMatch, Fraser spent 34 years partnering with employers to craft exemplary retirement plans, execute their fiduciary responsibilities, and change the dynamic for retirement plan

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11:16

FF5 #95 - 404c Protection

Be More Than A Fiduciary ·

2026/03/20

In this episode of Friday Fiduciary Five, Eric Dyson talks about ERISA 404(c) protection. He emphasizes the importance of this regulatory Safe Harbor, which shields fiduciaries from liability for participant-directed investment outcomes if certain conditions are met. Key requirements include offering a broad range of investment options, daily liquidity (although not explicitly stated in 404(c) - the norm for these days), and sufficient information for informed decisions. Also required disclosures to

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32:21

Mike Dever: Brandywine Risk Replacement Strategies

Be More Than A Fiduciary ·

2026/03/18

Mike is the founder (in 1982) and CEO of Brandywine Asset Management, a featured subject of three books, numerous interviews and articles, and the author of a best-selling investment book. Brandywine has invested significant amounts over the past four decades in research to develop proprietary investment strategies and manage client assets pursuant to several successful investment programs. All of Brandywine’s investment programs are characterized by their ability to provide always-on downside

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42:37

Don Trone - The Behavioral Governance Institute -...

Be More Than A Fiduciary ·

2026/03/11

For a demo of the Behavioral Governance Special Purpose Avatar - contact Eric Dyson at edyson@90northllc.comDon Trone, GFS™, is the CEO of the Behavioral Governance Institute (BGI), where he leads the development of Special Purpose Avatars (SPAs) designed to accelerate the professional development of leaders, stewards, and fiduciaries with governance responsibility. Widely known as the “Father of Fiduciary,” he has spent decades shaping fiduciary standards and governance practices. He was the

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7:39

FF5 #94 - Which Hat Are You Wearing?

Be More Than A Fiduciary ·

2026/03/06

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of understanding different fiduciary roles, particularly for ERISA plan committee members. He emphasizes the duty of loyalty, which requires acting exclusively in the best interest of plan participants, and the duty of prudence, which involves conducting oneself like an expert. Eric shares an example of a CFO recognizing the need to put the plan's interests above personal preferences. He also stresses that all committee

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21:51

Robin Green - What Plan Sponsors Want

Be More Than A Fiduciary ·

2026/03/04

For over 30 years, Robin has helped Investment Consultants, Retirement Plan Advisors, and recordkeepers better understand their competition, improve efficiency, elevate client service, and win new business. She began her career as a retirement plan sponsor in healthcare and manufacturing before moving into consulting roles with Deloitte and North Highland, and later serving as Head of Research at Ann Schleck & Co. Following its sale to fi360, she became a Senior Vice President overseeing the

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13:45

FF5 #93 - USA! USA!

Be More Than A Fiduciary ·

2026/02/27

In this episode of Friday Fiduciary Five, Eric Dyson talks about the pride and privilege of fiduciary duty, drawing parallels to Team USA's Olympic gold in hockey. He highlights the significance of the USA's gold medal win, emphasizing the team's unity and Coach Mike Sullivan's simple yet powerful message. Eric compares this to the fiduciary duty of ERISA professionals, urging them to see it as a privilege rather than a burden.Connect with Eric Dyson:Website: https://90northllc.com/Phone:

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42:00

David Witz: Consistently Good Occasionally Great

Be More Than A Fiduciary ·

2026/02/25

David J. Witz is a nationally recognized fiduciary governance expert with more than 44 years of experience in retirement plan consulting, ERISA compliance, and fintech solutions. He is the CEO and founder of Fiduciary Risk Assessment LLC, CEO of PlanTools, LLC, and co-founder and COO of Catapult HQ, Inc., where he leads executive management, product design, SaaS development, and fiduciary consulting. Over his career, he has served as an expert witness in major ERISA litigation, advised national

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11:12

FF5 #92 - EBSA Proposed Regs on PBM Fee Transparency

Be More Than A Fiduciary ·

2026/02/06

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Employee Benefit Security Administration's January 29, 2026, proposal to enhance transparency into pharmacy benefit manager (PBM) fee disclosures. The proposal aims to provide ERISA plan fiduciaries with clearer information on PBM compensation, including direct and indirect revenue streams. If finalized, PBMs and associated brokers must disclose detailed compensation at regular intervals for the benefit of plan sponsors.Connect

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40:11

Jamie Hayes - The Advisor RFP from the Advisor's Seat

Be More Than A Fiduciary ·

2026/02/04

Jamie Hayes is the Senior Vice President at Wealthspire Retirement. She specializes in employer retirement plan fiduciary management and investment consulting. With over 20 years of experience in the retirement industry, Jamie works directly with corporations and governments, providing progressive, unique ideas and solutions to enhance retirement plan success while maximizing the fiduciary protection of the committee members.Jamie is a University of Michigan graduate. She and her husband, Bobby,

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6:45

FF5 #91 - Please Stop!

Be More Than A Fiduciary ·

2026/01/30

In this episode of Friday Fiduciary Five, Eric Dyson outlines three common process hiccups he believes need to stop. He emphasizes that an Investment Policy Statement (IPS) is a binding plan document under DOL guidance and warns against including language that suggests it does not have to be followed, while still allowing for reasonable flexibility. Eric also advises fiduciaries to stop keeping meeting minutes too brief, stressing that minutes should clearly document decisions, rationale, and

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47:46

Matthew Patrick: Selecting and Monitoring Managed...

Be More Than A Fiduciary ·

2026/01/21

Matthew Patrick is a senior manager on CAPTRUST’s Defined Contribution team. Matt joined CAPTRUST in 2014 and serves as a senior manager on the defined contribution team. His role encompasses the strategic planning and leadership of the team that manages CAPTRUST's discretionary services for defined contribution plans. He holds a Bachelor of Business Administration degree in finance from James Madison University and is a member of DCIIA. Matt holds the designation of Chartered Retirement Plans

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5:32

FF5 #90 - We're Going to War!

Be More Than A Fiduciary ·

2026/01/16

In this episode of Friday Fiduciary Five, Eric Dyson discusses the concept of preparing for potential regulatory scrutiny, drawing a parallel between military readiness and fiduciary responsibilities. He suggests that fiduciaries should assume the Department of Labor (DOL) could audit a plan within six months, prompting them to focus on defensive and proactive measures like updating plan documents and ensuring due diligence. Eric emphasizes the importance of both defensive and offensive strategies,

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43:22

Kristen Deere - Keep Your Auditor in the Loop

Be More Than A Fiduciary ·

2026/01/14

Kristen Deere is a Director in the Employee Benefit Plan Audit Services practice at Weaver & Tidwell, LLP. With over 20 years of experience in public accounting, she has specialized in auditing employee benefit plans throughout most of her career. Kristen leads audits for both private and public plan sponsors, covering a wide range of plan types, including defined contribution (401(k), 403(b), ESOP, 11-K), defined benefit, and health & welfare plans. Kristen has led audits for plans ranging

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5:53

FF5 #89 - An Open Call for Podcast Guests - Case Studies

Be More Than A Fiduciary ·

2026/01/09

In this episode of Friday Fiduciary Five, Eric Dyson talks about seeking more plan sponsors as podcast guests to provide valuable insights to other committee members and peers, service providers, advisors, and other professionals in the ERISA retirement and healthcare sectors.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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12:48

FF5 #88 - New Year's Resolutions or Written Goals?

Be More Than A Fiduciary ·

2026/01/02

In this episode of Friday Fiduciary Five, Eric Dyson encourages plan fiduciaries and advisors to set structured, written goals for 401(k) plans in 2026, contrasting them with the low success rate of New Year's resolutions. He cites a Harvard MBA study showing that only 3% of the graduating class had written goals. Their success far exceeded the remainder. Eric emphasizes the importance of specificity, measurability, and accountability in goal setting. He shares personal experiences with fitness apps

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42:52

Shannon Edwards: What's in a Number?

Be More Than A Fiduciary ·

2025/12/31

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, her goal has been to provide a deeper level of retirement plan knowledge and service for clients, as well as a flexible workplace for employees. Today,

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186 results

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