Be More Than A Fiduciary

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 can possibly be. Connect with Eric Dyson:  Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com   LinkedIn: htt...

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 and market leadership. He is proficient in practice management and mastering business metrics, demonstrating organizational leadership, with a focus on reven...

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 for employees.  Connect with Eric Dyson:  Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com   LinkedIn: http...

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 geographical footprint. Leveraging both his legal and investment experience, Joel seeks to ensure that the NFP Retirement practice is cutting-edge in providing...

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 TDF Guidance.  Connect with Eric Dyson:  Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com   LinkedIn: https:...

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 his colleagues analyze and share are all developed with their advisor, consultant, plan sponsor, and participant clients in mind. Secondly, he provides strat...

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 frequency. Connect with Eric Dyson:  Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com   LinkedIn: https://www.li...

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 American Society of Pension Professionals and Actuaries, the National Association of Plan Advisors (NAPA), the ASPPA College of Pension Actuaries (ACOPA...

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

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 Fiduciary (AIF®). Bentley Ford is the Managing Director, Dallas Market, with Prime Capital Investment Advisors (PCIA) and Qualified Plan Advisors focusing on Qu...

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

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 Fiduciary (AIF®). Bentley Ford is the Managing Director, Dallas Market, with Prime Capital Investment Advisors (PCIA) and Qualified Plan Advisors focusing on Qu...

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 with Eric Dyson:  Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com   LinkedIn: https://www.linkedin.com/i...

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 Institute for Leadership at the U.S. Coast Guard Academy. In 2015 he was named by Investment Advisor magazine as the “Father of Fiduciary” and one of the 35 most i...

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

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 leve...

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.  Connect with Eric Dyson:  Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com   LinkedIn: https://www.linkedi...

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 professionals create more trust in their client relationships and make their engagements more meaningful to their businesses, and more impactful to their bottom l...

In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty to follow the plan document and whether the investment policy statement is considered a plan document by ERISA.  Connect with Eric Dyson:  Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com   LinkedIn: https://www.linkedin.com/in/401kguy/   The information contain...

As the Senior Retirement Strategist, Glenn Dial is responsible for overseeing the firm’s strategic planning for the US-defined contribution (DC) channel, which is responsible for Investment Strategies, Thought Leadership, and Tools to help develop customized solutions for retirement plan intermediaries and their clients. In this episode, Eric and Glenn Dial discuss: Surveying employees about lifet...

In this episode of Friday Fiduciary Five, Eric Dyson talks about the right question a fiduciary must ask themselves in order to be a truly prudent fiduciary.  Connect with Eric Dyson:  Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com   LinkedIn: https://www.linkedin.com/in/401kguy/   The information contained herein is general in nature and is...

Brandon Helms is a Retirement Investment Consultant-DCIO in Columbia Threadneedle Investments. For him, every day is about serving & impacting others. Brandon believes that when you add value to others, they become valuable to you so he focuses on providing solutions to other people’s problems and gives value by getting people to act on his expertise. Brandon is a believer, a husband of 15+ ye...

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...