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Be More Than A FiduciaryEpisodes
Eric Dyson
Be More Than A Fiduciary
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Episodes of Be More Than A Fiduciary
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Tina Wilson is Executive Vice President and Chief Product Officer for Empower. In her role, she is responsible for the strategy, ideation, and design of retirement and personal wealth products and solutions and oversees the team responsible for
In this episode of Friday Fiduciary Five, Eric Dyson discusses the ERISA fiduciary duty of prudence. He talks about the importance of taking a proactive approach to plan management and monitoring, rather than neglecting these responsibilities
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 for any type of product or service discussed in this presentation o
In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty of loyalty and acting exclusively in best the interest of plan participants and beneficiaries. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 9
About Bryan England, AIF®️: Bryan is the Chief Operating Officer of Sundvold Financial. He leads the firm’s retirement plan education team as well as its investment due diligence processes. Furthermore, he manages a group of the firm’s retireme
In this episode of Friday Fiduciary Five, Eric Dyson begins a five-part series regarding ERISA plan fiduciary basic responsibilities. He talks about the four basic fiduciary duties in ERISA, which are the duty of loyalty, prudence, diversifica
About Renee Scherzer: As a Retirement Plan Specialist, Renee provides clients with strategies to empower their employees to build financial independence while managing the fiduciary liability of organizations and their executives through their
In this episode of Friday Fiduciary Five, Eric Dyson defines his use of the catchphrase “Be More Than a Fiduciary. He talks about how fiduciaries should prioritize the well-being of the people they serve and strive to be the best steward they
Mike DiCenso is a seasoned professional in the retirement industry, carrying over three decades of rich experience. His expertise spans a broad range of competencies. Mike crafts visionary strategies and direction, marked by critical thinking a
In this episode of Friday Fiduciary Five, Eric Dyson talks about why employers should consider paying for record-keeping and advisor fees via a billable invoice. He also talks about how employers can promote this as an additional benefit value
Joel is a former practicing ERISA attorney and long-tenured member of NFP Retirement's senior management team. As President of NFP Retirement Joel is charged with expanding the retirement practice in terms of scale, breadth of services, and geo
In this episode of Friday Fiduciary Five, Eric Dyson talks about the recent Government Accountability Office (GAO) report regarding Target Date Funds in 401k retirement plans and their recommendations for the Department Of Labor regarding DOL T
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 h
In this episode of Friday Fiduciary Five, Eric Dyson talks about RFPs and how frequent plan sponsors should conduct them and what language is used by the Department of Labor, as well as the source document for conducting RFPs and the suggested
Before Nevin Adams had “retired”, he was the Chief of Content Officer for the American Retirement Association, where he is responsible for all marketing and communications for the organization, as well as its sister organizations, ASPPA, the A
In this episode of Friday Fiduciary Five, Eric Dyson talks about to duty of plan committee fiduciaries to monitor their service providers. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: [email protected]
Matthew Eickman, J.D., AIF® is the National Retirement Practice Leader for Qualified Plan Advisors® (QPA). He is also a member of the firm’s Investment Advisory Board, holds his FINRA series 66 registration, and is an Accredited Investment Fidu
In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of transparency and structure in managing healthcare plans, particularly when it comes to pharmacy benefit managers (PBMs) and rebates.Connect with Eric Dyson: Webs
Matthew Eickman, J.D., AIF® is the National Retirement Practice Leader for Qualified Plan Advisors® (QPA). He is also a member of the firm’s Investment Advisory Board, holds his FINRA series 66 registration, and is an Accredited Investment Fidu
In this episode of Friday Fiduciary Five, Eric Dyson provides an overview of the Investment Policy Statement considered to be a plan document and the language used in the Investment Policy Statement should be considered a fiduciary act. Connect
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 Institut
In this episode of Friday Fiduciary Five, Eric Dyson talks about the use of benchmarks in investment policy statements and how they should match those used in participant disclosures. Connect with Eric Dyson: Website: https://90northllc.com/ Ph
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,
In this episode of Friday Fiduciary Five, Eric Dyson talks about using your Investment Policy Statement as a roadmap, emphasizing making it flexible and specific in order for committee members to reach their retirement goals without confusion.
Sheri Fitts, founder/CEO, is a compelling public speaker and financial services marketing, sales, and brand guru on a mission to amplify the heart of financial services. Sheri harnesses the power of emotional connection to help financial profes
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