Những podcast Fiduciary hay nhất (2024)

1
Kelby Meyers and Josh Anderson: Evaluating Retirement Income Solutions 36:04

12h ago36:04

36:04

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 Na…

1
Price and Trend - 2 of The Major Factors to Consider When Investing 23:01

11d ago23:01

23:01

In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing…

1
FF5 #37 - Pat Them on the Back Often Enough 4:30

3d ago4:30

4:30

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 leade…

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Michael Doshier of T. Rowe Price: 360-Degree View of the DC Landscape 37:12

5d ago37:12

37:12

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 partic…

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FF5 #36 Give Them the Tools They Need 7:28

10d ago7:28

7:28

In this episode of Friday Fiduciary Five, Eric Dyson highlights the importance of providing people with the tools they need to succeed. Drawing from his Navy days, he shares how true support goes beyond resources to include trust, authority, and open dialogue. Hear stories of leaders who inspired him and discover how empowering your team can drive …

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Matthew Wolniewicz: Income America 19:25

12d ago19:25

19:25

Throughout his 30-year career, Matt has been singularly focused on helping savers retire with confidence. As President of Income America, LLC—an in-plan retirement income solution that provides retirees with guaranteed income for life—he provides innovative, fiduciary-oriented solutions that enhance participants' retirement security. A prolific spe…

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FF5 #35 Leadership Philosophy - Train Them Right 11:20

17d ago11:20

11:20

In this episode of Friday Fiduciary Five, Eric Dyson talks about training employees effectively. He references "A Message to Garcia," a true classic that instills the value of completing tasks without excuses. Eric shares experiences from his Navy career, highlighting the significance of punctuality and thoroughness. He also draws parallels to cust…

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Matthew Eickman: It's OK to Pay More If... 35:01

19d ago35:01

35:01

Matthew Eickman is the chief legal officer at the Fiduciary Law Center (FLC), where he brings over two decades of specialized experience in fiduciary responsibilities, defined contribution and benefit plans, and executive compensation programs. In 2023, Matthew was inducted as a Fellow of the American College of Employee Benefits Counsel, a prestig…

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FF5 #34 Leadership Philosophy - Find the Right People 7:57

25d ago7:57

7:57

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of finding the right people. He references an Old Testament Bible verse from King Solomon to illustrate the rarity of finding the right individual out of many. Eric advises a continuous search for qualified candidates and shares anecdotes from his experience in various …

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Making Estate Planning Easier with Dan Baron of Baron Law 42:22

25d ago42:22

42:22

In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your asse…

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Glenn Dial: American Century Investments Survey on Retirement Income 26:30

27d ago26:30

26:30

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 G…

1
FF5 #33 Leadership Philosophy - Define Your Purpose 9:03

1M ago9:03

9:03

In this episode of the Friday Fiduciary Five, Eric Dyson talks about the importance of defining and refining one's purpose in leadership. He outlines a leadership philosophy that includes defining and refining one's purpose, finding the right people, training them, setting high standards, and being an inspiration. Connect with Eric Dyson: Website: …

1
Don Trone - Leadership in a Fiduciary Framework 34:32

1M ago34:32

34:32

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 …

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FF5 #32 - Leadership Philosophy - What You Believe 7:34

1M ago7:34

7:34

In this episode of Friday Fiduciary Five, Eric Dyson discusses the importance of a leader's belief system in shaping a leadership philosophy. He emphasizes that a leader's beliefs about people and natural laws are foundational. Eric encourages leaders to reflect on their own beliefs and to begin developing a leadership framework that aligns with th…

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Rachel Duncan and James "JT" Thompson: Service Expectations and Culture 41:17

1M ago41:17

41:17

About Rachel Duncan: Rachel is the Vice President of Relationship Management at Retirement Plan Services, overseeing the mid/large market client relationship team and ensuring a robust client experience for Lincoln Financial Group's top clients. With 23 years in the industry, she joined Lincoln Financial in 2001 after teaching 6th grade in Virginia…

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FF5 #31 DOL TDF Guidance - Document the Process 7:58

2M ago7:58

7:58

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's Target Date Fund (TDF) guidance. He emphasizes the importance of documenting the selection and review process for TDFs, including decisions and rationale. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.…

1
FF5 #30 DOL TDF Guidance - Use of Third-Party Resources 5:50

2M ago5:50

5:50

In this episode of Friday Fiduciary Five, Eric Dyson talks about the use of third-party tools in evaluating target date funds (TDFs) as per DOL TDF guidance. He emphasizes the importance of using these tools to adhere to the guidance and how available resources have evolved since TDF guidance was first issued in 2013. Connect with Eric Dyson: Websi…

1
Eric Dyson: Leadership 21:43

2M ago21:43

21:43

In this episode, Eric discussed: Defining your purpose Finding the right people Bringing out the best in your team The key to effective leadership Key Takeaways: Define your purpose and allow for that purpose to evolve over time. Defining your purpose is a crucial step for leaders from various fields, including parents. Purpose can change and leade…

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FF5 #29 DOL TDF Guidance - Effective Employee Communications 3:45

2M ago3:45

3:45

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of effective employee communications regarding target date funds, highlighting a white paper that found that 80% of participants understood that TDFs do not offer a guarantee, leaving 20% with a misperception. Connect with Eric Dyson: Website: https://90northllc.com/ Ph…

1
FF5 #28 - Leadership 3:56

2M ago3:56

3:56

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of leadership in the retirement plan space, drawing on his 10 years of Navy leadership experience. 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 …

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Daylight - The One Important Thing to Watch When The Market Goes Haywire 20:26

2M ago20:26

20:26

"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by sm…

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Ralph Ferraro & Matthew Condos - LFG - In-Plan Guaranteed Income Solution 34:15

2M ago34:15

34:15

In this episode, Eric, Ralph Ferraro, and Matthew Condos discuss: Shifting from accumulation to guaranteed income How lifetime income solutions address retirement stressors The spectrum of retirement income solutions The trend in lifetime income solutions Key Takeaways: Defined contribution retirement plans need a greater focus on income solutions.…

1
FF5 #27 - DOL TDF Guidance - Non-Proprietary TDFs 7:38

2M ago7:38

7:38

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on target-date funds (TDFs), emphasizing the importance of inquiring about non-proprietary TDFs, regardless of plan size, as per DOL guidance. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com…

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Bonnie Treichel: Lessons Learned from Litigation 31:53

3M ago31:53

31:53

Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors up to date on the rules and regulations through her webinars, presentations, and consultations. The result — advisors and consultants help more people access thei…

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FF5 #26 - DOL TDF Guidance - Review TDF Fund Fees 6:49

3M ago6:49

6:49

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of reviewing fund fees and investment expenses in target date funds (TDFs) for ERISA plan committee members and industry professionals. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.link…

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Kevin Morgan: ERISA Plan Basics - Blocking and Tackling 44:56

3M ago44:56

44:56

Kevin Morgan is the Managing Director for Retirement Investment Consultant at J.P. Morgan Asset Management, covering TX, CO, OK, NE, AR, & LA Kevin lives just outside Fort Worth, TX has been with JP Morgan for 12 years, & is a 25-year veteran of the qualified plan industry. He has extensive experience in investment strategies, 401(k) plan sales, pl…

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FF5 #25 - DOL TDF Guidance - Understand TDF Investments and Glidepath 6:04

3M ago6:04

6:04

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of understanding TDF investments and glide paths, highlighting the need for tools to match demographics with the right glide path. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.…

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Kim Pruitt - The Nuts and Bolts of What ERISA Plan Clients Want and Need 30:27

3M ago30:27

30:27

In this episode, Eric and Kim Pruitt discuss: Be approachable to your clients Maintaining a clean fiduciary file Engaging employees with educational content Advisor as an advocate Key Takeaways: As an advisor, be the primary point of contact for your clients. Make it so that they can reach out to you directly. Be intentional and be helpful. Help wh…

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FF5 #24 DOL TDF Guidance - Periodic TDF Review 6:29

3M ago6:29

6:29

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on establishing a process for periodic review of selected target date funds (TDFs). Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The informa…

1
Overcoming Real Estate Challenges with Rachel Alley, Realtor with Keller Williams 27:53

3M ago27:53

27:53

In this episode of The Retirement Fiduciary, Adam welcomes back Rachel Alley, Realtor and Team Leader for The Millennium Group at Keller Williams Capital Partners in Central Ohio. Rachel revisits the podcast to discuss the significant shifts in the residential real estate market since her last appearance over two years ago. She highlights the chall…

1
Lisa Drake: The Connection Between Financial Literacy And Financial Wellness 28:40

3M ago28:40

28:40

Lisa Drake is a Retirement Plan Consultant based in SageView’s Florida office, working closely with plan sponsor clients on plan design, investment due diligence, monitoring and reporting as well as ERISA compliance to maximize fiduciary protection for employers. She specializes in driving positive retirement plan outcomes and developing long-stand…

1
FF5 #23 - DOL TDF Guidance - Comparing and Selecting TDFs 7:41

3M ago7:41

7:41

In this episode of Friday Fiduciary Five, Eric Dyson talks about the need for careful comparison, selection, and documentation in choosing Target Date Funds. 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 g…

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Laura Jurica - Wearing Multiple Hats as a Plan Committee Member 22:47

3M ago22:47

22:47

Laura Jurica is the SVP of finance, accounting, and compliance at Andrews Distributing. She has been with the organization for just over 24 years, all in accounting and finance capacity. Laura has been a member of the 401K committee for six years. Andrews Distributing is a beverage distributor in the North Texas and South Texas markets. In this epi…

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FF5 #22 - DOL TDF Guidance - Glidepath Determination 8:20

4M ago8:20

8:20

In this episode of the Friday Fiduciary Five, Eric Dyson talks about evaluating and selecting target date funds based on a glide path fit according to participants' demographics and risk tolerance. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kgu…

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Unleashing Your True Potential with Natalie Siston, Author of "Let Her Out: Reclaim Who You Have Always Been" 40:52

4M ago40:52

40:52

In this episode of The Retirement Fiduciary, host Adam welcomes Natalie Siston, a dynamic speaker and best-selling author of "Let Her Out: Reclaim Who You've Always Been." Natalie dives into her upbringing in a small Ohio town of just 600 people and how these humble beginnings significantly shaped her career trajectory. She explains the pivotal rol…

1
Greta Green Gentile: Effective Plan Communication 29:53

4M ago29:53

29:53

Greta Green Gentile is a strategic benefits, wellness, and total rewards director/sr. manager. She is a proactive HR business partner with proven success in guiding the development of best practices in benefits, wellness, compensation, HRIS, communications, compliance, performance development, employee relations, training, staffing, and payroll in …

1
FF5 #21 - DOL TDF Guidance - It's More Than "To vs Through" 8:49

4M ago8:49

8:49

In this episode of Friday Fiduciary Five, Eric Dyson talks about the differences among TDFs, including how this is referenced in DOL TDF Guidance. This includes a consideration and understanding of investment strategies, glide paths, and fees. Eric emphasizes the need for fiduciaries to evaluate these factors when selecting a TDF. Connect with Eric…

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Jania Stout: Retirement Income Solutions 30:42

4M ago30:42

30:42

With over 25 years of experience in the retirement plan industry, Jania Stout is a passionate and knowledgeable fiduciary leader who helps employers with fiduciary governance but with a dual focus on helping their employees achieve their financial wellness goals. As the Senior Vice President and Co-Founder of Fiduciary Plan Advisors, a OneDigital c…

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FF5 #20 - DOL Target Date Guidance - Series Preview 8:07

4M ago8:07

8:07

As an introduction and preview to a series - in this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on target date funds. He highlights eight key points from the guidance, including establishing a process for comparing and selecting target date funds. Connect with Eric Dyson: Website: https://90northllc.…

1
Making Sense of Tax-Loss Harvesting: How to Profit From Your Losses 12:51

4M ago12:51

12:51

In this quick episode Adam demystifies the strategy of tax-loss harvesting and its benefits for investors. Adam explains how this technique allows you to turn investment losses into financial gains by offsetting capital gains with capital losses, reducing your overall tax liability. Adam discusses how to avoid paying taxes come tax season by trimmi…

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Bill Leitner: 457(b) Plans and Texas Public Plan Coalition 28:40

4M ago28:40

28:40

Bill Leitner is the Vice President of ISC Group, an independent firm that has helped clients navigate the complexities of the financial world since 1987. ISC Group, Inc. is affiliated with and Securities offered through Institutional Securities Corporation (ISC), Member FINRA/SIPC. Bill is a registered representative of ISC. In this episode, Eric a…

1
FF5 #19 - Revenue Share - The Devil is in the Details 8:15

4M ago8:15

8:15

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of understanding revenue share in ERISA plans, highlighting potential issues arising from a lack of understanding such as inadequate fee leveling due to exceptions and inequitable distribution of expenses. Connect with Eric Dyson: Website: https://90northllc.com/ Phone:…

1
Dennis Fowler: What’s In A PBM? 37:14

4M ago37:14

37:14

About Dennis Fowler: As a partner and practice leader at The Baldwin Group, Dennis helps employers achieve their culture and goals through innovative and tailored benefit strategies. He has over 14 years of experience in the insurance and human capital ecosystem, and he is passionate about disrupting the expensive and unsustainable healthcare syste…

1
FF5 #18 - Meeting Minutes - How Much is Enough? 8:11

5M ago8:11

8:11

In this episode of Friday Fiduciary Five, Eric Dyson talks about why meeting minutes are important, and how appropriately detailed minutes make a big difference in demonstrating adherence to a fiduciary standard of care. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www…

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Market Trends To Consider When Investing In An Election Year 15:13

5M ago15:13

15:13

In this quick episode of The Retirement Fiduciary, titled "Investing in Election Years: Trends, Realities, and Seasonal Insights," Adam Koos provides a comprehensive look at how election cycles impact market trends. Adam discusses the importance of not getting swept up in the political excitement and focuses on making informed investment decisions.…

1
Paul Sommerstad & Ty Parrish: Measuring Plan Success 29:52

5M ago29:52

29:52

About Paul Sommerstad: Paul is a Partner in the firm’s Retirement Plan Services Group. He has more than fifteen years of experience in the retirement plan industry and specializes in helping organizations understand how plan design can dramatically improve their employees’ ability to successfully retire and how proper governance can limit personal …

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FF5 #17 - Placing Service Provider Fees at Risk 6:07

5M ago6:07

6:07

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of regularly reviewing service standards and negotiating fee concessions. He also talks about how a fiduciary should always evaluate service providers through regular surveys or assessments to ensure they are meeting their contractual obligations and delivering agreed-u…

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Beth Allen: DOL Investigators are People Too 31:14

5M ago31:14

31:14

Beth Allen has made a career of advising employers and benefits professionals on the legal obligations imposed by federal and state benefits-related laws. She has a knack for taking complicated compliance concepts and effectively explaining them to plan sponsors, HR leaders, and company executives alike. In this episode, Eric and Beth Allen discuss…

1
FF5 #16 - Fiduciary Duty to Follow Plan Documents 5:57

5M ago5:57

5:57

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of adhering to ERISA plan documents. He highlights common non-compliance issues, such as using plan forfeitures, defining compensation, vesting, and service credit. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.c…

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Speeding Up The Market: What Every Investor Needs to Know About Trading Rule Changes 30:32

5M ago30:32

30:32

In this episode of The Retirement Fiduciary, Adam Koos discusses the complexities of the new trading rules that have recently come into effect. Adam breaks down these rules, which are far from self-explanatory, offering clarity and guidance for investors navigating this updated landscape. He dives into changes to transaction dates, explaining what …

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