Be More Than A Fiduciary
By Eric Dyson
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Episodes: 192
Description
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 the retirement prospects of hard-working Americans, then this podcast is tailor-made for you. Whether you relish in-depth interviews with industry experts discussing crucial topics or seek concise tips for fiduciary best practices, More Than A Fiduciary is your go-to resource. Tune in and elevate your understanding and performance in this crucial domain.
| Episode | Date |
|---|---|
|
FF5 #102 - Proposed DOL/EBSA Guidance - Complexity
|
May 29, 2026 |
|
Ira Finn: What Great Service Providers and Benefit Pros Do Differently
|
May 27, 2026 |
|
FF5 #101 - ERISA Fiduciary Training
|
May 15, 2026 |
|
DOL/EBSA Proposed Guidance - 5 Risks and Considerations
|
May 01, 2026 |
|
FF5 #99 - DOL/EBSA Proposed Guidance - 5 Opportunities for Fiduciaries
|
Apr 24, 2026 |
|
Will Hansen: Plan Sponsor Council of America
|
Apr 22, 2026 |
|
FF5 #98 - DOL/EBSA Enforcement Priorities
|
Apr 17, 2026 |
|
Joel Shapiro: Even More on DOL and EBSA Proposed Guidance on Investment Selection
|
Apr 15, 2026 |
|
Fiduciary Duties in Selecting Designated Investment Alternatives (Part 2)
|
Apr 08, 2026 |
|
FF5 #97 - Fiduciary Duties in Selecting Designated Investment Alternatives (Part 1)
|
Apr 03, 2026 |
|
FF5 #96 - An Update - Private Assets in DC Plans
|
Mar 27, 2026 |
|
George Fraser: Creating Opportunity and Easing Financial Stress with GigMatch
|
Mar 25, 2026 |
|
FF5 #95 - 404c Protection
|
Mar 20, 2026 |
|
Mike Dever: Brandywine Risk Replacement Strategies
|
Mar 18, 2026 |
|
Don Trone - The Behavioral Governance Institute - Special Purpose Avatar
|
Mar 11, 2026 |
|
FF5 #94 - Which Hat Are You Wearing?
|
Mar 06, 2026 |
|
Robin Green - What Plan Sponsors Want
|
Mar 04, 2026 |
|
FF5 #93 - USA! USA!
|
Feb 27, 2026 |
|
David Witz: Consistently Good Occasionally Great
|
Feb 25, 2026 |
|
FF5 #92 - EBSA Proposed Regs on PBM Fee Transparency
|
Feb 06, 2026 |
|
Jamie Hayes - The Advisor RFP from the Advisor's Seat
|
Feb 04, 2026 |
|
FF5 #91 - Please Stop!
|
Jan 30, 2026 |
|
Matthew Patrick: Selecting and Monitoring Managed Accounts
|
Jan 21, 2026 |
|
FF5 #90 - We're Going to War!
|
Jan 16, 2026 |
|
Kristen Deere - Keep Your Auditor in the Loop
|
Jan 14, 2026 |
|
FF5 #89 - An Open Call for Podcast Guests - Case Studies
|
Jan 09, 2026 |
|
FF5 #88 - New Year's Resolutions or Written Goals?
|
Jan 02, 2026 |
|
Shannon Edwards: What's in a Number?
|
Dec 31, 2025 |
|
FF5 #87 - A Special Christmas Episode
|
Dec 26, 2025 |
|
Dan Fay: Managed Account Solutions
|
Dec 24, 2025 |
|
FF5 #86 - A Thought for 2026
|
Dec 19, 2025 |
|
Jennifer Giannini: The Annual Plan Financial Audit and Internal Controls
|
Dec 17, 2025 |
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FF5 #85 - America's Game
|
Dec 12, 2025 |
|
Tamra Miller: The Advisor RFP Process
|
Dec 10, 2025 |
|
FF5 #84 - Thanksgiving Message 2025
|
Nov 28, 2025 |
|
Richard Clarke: ERISA Bond and Fiduciary Liability Insurance
|
Nov 26, 2025 |
|
FF5 #83 - The IPS and Interpretive Bulletin 2016-1
|
Nov 21, 2025 |
|
Brandon Shea - The Evolving DC Landscape: What's Next for 2025 and Into 2026?
|
Nov 19, 2025 |
|
FF5 #82 - Back to Basics - Plan Documents
|
Nov 14, 2025 |
|
FF5 #81 - Advisor Cost Structure
|
Nov 07, 2025 |
|
FF5 #80 - Custom Investment Benchmarks
|
Oct 24, 2025 |
|
Justin Witz - Catapult HQ and the RFP Process
|
Oct 22, 2025 |
|
FF5 #79 - ERISA 3(21) v 3(38)
|
Oct 17, 2025 |
|
Donovan Ryckis & Brenda Kruse: ERISA Fiduciary Responsibilities for Health & Welfare Plans
|
Oct 15, 2025 |
|
FF5 #78 - ERISA Fiduciary Training
|
Oct 10, 2025 |
|
FF5 #77 - ERISA Bond v Fiduciary Liability Insurance
|
Sep 19, 2025 |
|
FF5 #76 - A Cyber Risk That's Simple to Fix
|
Sep 12, 2025 |
|
Ellen Alphonso: Employee Benefit Plan Audit Best Practices
|
Sep 10, 2025 |
|
FF5 #75 - McDonald v LabCorp Decision - Part 3
|
Sep 05, 2025 |
|
FF5 #74 - McDonald v LabCorp Decision - Part 2
|
Aug 29, 2025 |
|
Jonathan Lee: A CHRO's Perspective
|
Aug 27, 2025 |
|
FF5 #73 - McDonald v Labcorp Decision Part 1
|
Aug 22, 2025 |
|
Jenny Kiesewetter: Fiduciary Duty in Selecting Health Plan Providers
|
Aug 20, 2025 |
|
FF5 #72 - Alternative Investments Executive Order
|
Aug 15, 2025 |
|
Tom Kmak: Benchmarking Managed Accounts
|
Aug 13, 2025 |
|
FF5 #71 The Devil is in the Details - Part 2
|
Aug 08, 2025 |
|
Nevin Adams: Default Income Solutions - Yea or Nay?
|
Aug 06, 2025 |
|
FF5 #70 - The Devil is in the Details - Part 1
|
Aug 01, 2025 |
|
Mike DiCenso - Non-Qualified Plans
|
Jul 30, 2025 |
|
FF5 #69 - What's Hot?
|
Jul 18, 2025 |
|
Mike Dullaghan - The Voice of the American Workplace
|
Jul 16, 2025 |
|
FF5 #68 - The DOL Weighs in on Forfeiture Litigation
|
Jul 11, 2025 |
|
FF5 #67 - Trends in Advisor RFPs
|
Jul 04, 2025 |
|
Jamie Greenleaf: Healthcare Fiduciary Duties
|
Jul 02, 2025 |
|
FF5 #66 - What Cunningham v Cornell Means for Health Plans
|
Jun 13, 2025 |
|
Comparing Cunningham v Cornell to Steen v Sonoco
|
Jun 13, 2025 |
|
FF5 #65 - How Often Should You Benchmark?
|
Jun 06, 2025 |
|
FF5 #64 - DOL Updates Guidance on Cryptocurrency in ERISA Plans
|
May 30, 2025 |
|
FF5 #63 - We Remember - We Will Never Forget
|
May 23, 2025 |
|
FF5 #62 - Forfeiture Lawsuits - Read Your Plan Document PLEASE!
|
May 16, 2025 |
|
Shannon Edwards: The Gap
|
May 14, 2025 |
|
FF5 #61 - The CAA Meets Cunningham v Cornell
|
May 09, 2025 |
|
Gina Alsdorf: Under the Hood of Pharmacy Benefit Managers (PBMs)
|
May 07, 2025 |
|
FF5 #60 - 408(B)2 Disclosures = Affirmative Defense
|
May 02, 2025 |
|
Anatomy of an ERISA Lawsuit
|
Apr 30, 2025 |
|
FF5 #59 - Supreme Court Lessons Learned - Cunningham v Cornell
|
Apr 25, 2025 |
|
Terry Crocker, Scott Hayes, Mannix Smith: The Language of Trust in Employee Benefits
|
Apr 23, 2025 |
|
FF5 #58 Cryptocurrency in 401k Plans
|
Apr 18, 2025 |
|
Justin Dorsey: Strategic HR - Execution Excellence
|
Apr 16, 2025 |
|
FF5 #57 - The ARA Leadership Triangle
|
Apr 11, 2025 |
|
Kelly Majdan: Wellness, The Science Behind Change
|
Apr 09, 2025 |
|
FF5 #56 - Two Absolutes
|
Apr 04, 2025 |
|
Mike Dullaghan: Regulation, Legislation, Opportunity and Risk in 2025
|
Apr 02, 2025 |
|
FF5 #55 - The 80/20 Rule for ERISA Plans
|
Mar 28, 2025 |
|
Kevin Mahoney: Stewardship Reporting and Practice Management
|
Mar 26, 2025 |
|
FF5 #54 - 3(21) vs 3(38)
|
Mar 21, 2025 |
|
Marcia Wagner: Adopting Best Practices
|
Mar 19, 2025 |
|
FF5 #53 - Your IPS for Target Date Funds
|
Mar 14, 2025 |
|
David White & Raechel Peters: Solving Employee Financial Stress with Smart Voluntary Benefits
|
Mar 12, 2025 |
|
FF5 #52 - Is the IPS a "Plan Document?"
|
Mar 07, 2025 |
|
Chelle O'Keefe and Janine Moore: The Right Enterprise Benefit Strategy and The Right Partner
|
Mar 05, 2025 |
|
FF5 #51 - A Few of My Favorite Things - Revenue Share and Participant Fee Disclosures
|
Feb 28, 2025 |
|
Jason Levy: The ABCs of CITs
|
Feb 26, 2025 |
|
FF5 #50 - A Few of My Favorite Things - Per Capita or Pro Rata?
|
Feb 21, 2025 |
|
Patrick Williams: Fiduciary in a Box
|
Feb 19, 2025 |
|
FF5 #49 - Plan Forfeiture Lawsuits - Part 2
|
Feb 14, 2025 |
|
Robin Green: Advisor Search Best Practices
|
Feb 12, 2025 |
|
FF5 #48 - The Death of Revenue Share
|
Feb 07, 2025 |
|
Emily Short: Cyber Risk and Cyber Insurance Principles
|
Feb 05, 2025 |
|
Fiduciary vs Settlor Decisions
|
Jan 31, 2025 |
|
Jania Stout: Cyber Security and the ERISA Advisor
|
Jan 29, 2025 |
|
FF5 #46 - The Plan Document - A Fiduciary Duty
|
Jan 24, 2025 |
|
Paul Horn: Cyber Security Best Practices
|
Jan 22, 2025 |
|
FF5 #45 - ERISA Fiduciary Training Reference
|
Jan 17, 2025 |
|
Christopher Taylor: Record Keeper Search Best Practices
|
Jan 15, 2025 |
|
FF5 #44 - ERISA Fiduciary Training
|
Jan 10, 2025 |
|
What Does it Mean to "Be More Than a Fiduciary?"
|
Jan 08, 2025 |
|
FF5 #43 The Ghost of ERISA Yet to Come
|
Jan 03, 2025 |
|
The Tug of War in ERISA Forfeiture Lawsuits
|
Jan 01, 2025 |
|
FF5 #42 The Ghost of ERISA Present
|
Dec 27, 2024 |
|
Eric Dyson - Selling vs Negotiating
|
Dec 25, 2024 |
|
FF5 #41 The Ghost of ERISA Past
|
Dec 20, 2024 |
|
Julie Graham and Kameron Jones - Recordkeeper Search Best Practice - Live Bids
|
Dec 18, 2024 |
|
FF5 #40 - A Special Army Navy Game Edition
|
Dec 13, 2024 |
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Frank Tighe and Corey Pride: Recordkeeper Search Best Practices - Proprietary Products
|
Dec 11, 2024 |
|
FF5 #39 - Leadership Philosophy Wrap Up
|
Dec 06, 2024 |
|
Maggie Younis and Alice Palmer: Your Best Solution May Not Be Lowest Cost
|
Dec 04, 2024 |
|
FF5 #38 - Leadership Philosophy - Be an Inspiration
|
Nov 29, 2024 |
|
Kelby Meyers and Josh Anderson: Evaluating Retirement Income Solutions
|
Nov 25, 2024 |
|
FF5 #37 - Pat Them on the Back Often Enough
|
Nov 22, 2024 |
|
Michael Doshier of T. Rowe Price: 360-Degree View of the DC Landscape
|
Nov 20, 2024 |
|
FF5 #36 Give Them the Tools They Need
|
Nov 15, 2024 |
|
Matthew Wolniewicz: Income America
|
Nov 13, 2024 |
|
FF5 #35 Leadership Philosophy - Train Them Right
|
Nov 08, 2024 |
|
Matthew Eickman: It's OK to Pay More If...
|
Nov 06, 2024 |
|
FF5 #34 Leadership Philosophy - Find the Right People
|
Nov 01, 2024 |
|
Glenn Dial: American Century Investments Survey on Retirement Income
|
Oct 30, 2024 |
|
FF5 #33 Leadership Philosophy - Define Your Purpose
|
Oct 25, 2024 |
|
Don Trone - Leadership in a Fiduciary Framework
|
Oct 23, 2024 |
|
FF5 #32 - Leadership Philosophy - What You Believe
|
Oct 18, 2024 |
|
Rachel Duncan and James "JT" Thompson: Service Expectations and Culture
|
Oct 16, 2024 |
|
FF5 #31 DOL TDF Guidance - Document the Process
|
Oct 11, 2024 |
|
FF5 #30 DOL TDF Guidance - Use of Third-Party Resources
|
Oct 04, 2024 |
|
Eric Dyson: Leadership
|
Oct 02, 2024 |
|
FF5 #29 DOL TDF Guidance - Effective Employee Communications
|
Sep 27, 2024 |
|
FF5 #28 - Leadership
|
Sep 20, 2024 |
|
Ralph Ferraro & Matthew Condos - LFG - In-Plan Guaranteed Income Solution
|
Sep 18, 2024 |
|
FF5 #27 - DOL TDF Guidance - Non-Proprietary TDFs
|
Sep 13, 2024 |
|
Bonnie Treichel: Lessons Learned from Litigation
|
Sep 11, 2024 |
|
FF5 #26 - DOL TDF Guidance - Review TDF Fund Fees
|
Sep 06, 2024 |
|
Kevin Morgan: ERISA Plan Basics - Blocking and Tackling
|
Sep 04, 2024 |
|
FF5 #25 - DOL TDF Guidance - Understand TDF Investments and Glidepath
|
Aug 30, 2024 |
|
Kim Pruitt - The Nuts and Bolts of What ERISA Plan Clients Want and Need
|
Aug 28, 2024 |
|
FF5 #24 DOL TDF Guidance - Periodic TDF Review
|
Aug 23, 2024 |
|
Lisa Drake: The Connection Between Financial Literacy And Financial Wellness
|
Aug 21, 2024 |
|
FF5 #23 - DOL TDF Guidance - Comparing and Selecting TDFs
|
Aug 16, 2024 |
|
Laura Jurica - Wearing Multiple Hats as a Plan Committee Member
|
Aug 14, 2024 |
|
FF5 #22 - DOL TDF Guidance - Glidepath Determination
|
Aug 09, 2024 |
|
Greta Green Gentile: Effective Plan Communication
|
Aug 07, 2024 |
|
FF5 #21 - DOL TDF Guidance - It's More Than "To vs Through"
|
Aug 02, 2024 |
|
Jania Stout: Retirement Income Solutions
|
Jul 31, 2024 |
|
FF5 #20 - DOL Target Date Guidance - Series Preview
|
Jul 26, 2024 |
|
Bill Leitner: 457(b) Plans and Texas Public Plan Coalition
|
Jul 24, 2024 |
|
FF5 #19 - Revenue Share - The Devil is in the Details
|
Jul 19, 2024 |
|
Dennis Fowler: What’s In A PBM?
|
Jul 17, 2024 |
|
FF5 #18 - Meeting Minutes - How Much is Enough?
|
Jul 12, 2024 |
|
Paul Sommerstad & Ty Parrish: Measuring Plan Success
|
Jul 10, 2024 |
|
FF5 #17 - Placing Service Provider Fees at Risk
|
Jul 05, 2024 |
|
Beth Allen: DOL Investigators are People Too
|
Jul 03, 2024 |
|
FF5 #16 - Fiduciary Duty to Follow Plan Documents
|
Jun 28, 2024 |
|
Jenny Kiesewetter: Selecting ERISA Plan Service Providers
|
Jun 26, 2024 |
|
FF5 #15 - Fiduciary Duty to Diversify Investments
|
Jun 21, 2024 |
|
Tina Wilson - DC Plan Retirement Income Options
|
Jun 19, 2024 |
|
FF5 #14 - Fiduciary Duty of Prudence
|
Jun 14, 2024 |
|
Debbie Vince: All Things Stable Value
|
Jun 12, 2024 |
|
FF5 #13 - Fiduciary Duty of Loyalty
|
Jun 07, 2024 |
|
Bryan England and Eric Morrison: High Touch Participant Service
|
Jun 05, 2024 |
|
FF5 #12 - ERISA Fiduciary Duties: Back to Basics
|
May 31, 2024 |
|
Renee Scherzer: Hear from NAPA's Immediate Past President
|
May 29, 2024 |
|
FF5 #11 What Does it Mean to Be More Than a Fiduciary?
|
May 24, 2024 |
|
Mike DiCenso: All Things PEP
|
May 22, 2024 |
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FF5 #10 Write the Check!
|
May 17, 2024 |
|
Joel Shapiro: Aligning Your DC Plan IPS With Your Investment Monitoring
|
May 15, 2024 |
|
FF5 #9 GAO Recommends DOL Update TDF Guidance
|
May 10, 2024 |
|
Michael Doshier - TDF Glidepath Determination & Fit
|
May 08, 2024 |
|
FF5 #8 RFP Every 3 to 5 Years; Guidance or Not?
|
May 03, 2024 |
|
Nevin Adams: Is Nevin Retired or Not?
|
May 01, 2024 |
|
FF5 #7 You Can Delegate Authority But Not Responsibility
|
Apr 26, 2024 |
|
Matthew Eickman and Bentley Ford: Navigating Target Date Funds - Using Third Party Tools - Part 2 of 2
|
Apr 24, 2024 |
|
FF5 #6 - The ABC's of the CAA for your PBM
|
Apr 19, 2024 |
|
Matthew Eickman and Bentley Ford: Navigating Target Date Funds - Using Third Party Tools - Part 1 of 2
|
Apr 17, 2024 |
|
FF5 #5 IPS Language: A Fiduciary Decision
|
Apr 12, 2024 |
|
Don Trone: Leadership, Stewardship, and Governance
|
Apr 10, 2024 |
|
FF5 #4 - IPS Best Practices - Benchmarks
|
Apr 05, 2024 |
|
Shannon Edwards: Closing the Retirement Coverage Gap
|
Apr 03, 2024 |
|
Friday Fiduciary Five #3: Using Your IPS As A Roadmap
|
Mar 29, 2024 |
|
Sheri Fitts: Enhancing Your Financial Service Using Behavioral Science
|
Mar 27, 2024 |
|
Friday Fiduciary Five #2: Is the IPS a Plan Document According to ERISA?
|
Mar 22, 2024 |
|
Glenn Dial: Protect Your Retirement From Catastrophe
|
Mar 20, 2024 |
|
Friday Fiduciary Five #1: Would’ve, Could’ve, Should’ve
|
Mar 15, 2024 |
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Brandon Helms: Be Your Client's Problem Solver
|
Mar 13, 2024 |
|
Welcome to Be More than a Fiduciary!
|
Mar 08, 2024 |