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Artwork for Be More Than A Fiduciary

Be More Than A Fiduciary

Eric Dyson
Department Of Labor
ERISA
Target Date Funds
Safe Harbor
Private Assets
Six Factors (performance, Fees, Liquidity, Valuation, Benchmarking, Complexity)
90 North Consulting
Gigmatch
Investment Policy Statement
Fiduciary Duties In Selecting Designated Investment Alternatives
Plan Sponsor Council Of America
Certified Plan Sponsor Professional Credential
Total Rewards
Prudent Process
EBSA
Retirement Benefits
Brandywine Asset Management
Social Security
Penny On the Dollar
Employee Benefits Security Administration (EBSA)

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... more

PublishesTwice weeklyEpisodes192Founded2 years ago
Number of ListenersCategories
InvestingManagementBusiness

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Artwork for Be More Than A Fiduciary

Latest Episodes

In this episode of Friday Fiduciary Five, Eric Dyson talks about DOL and EBSA guidance for DC plan investment selection. Eric discusses the complexity factor in investment decisions, emphasizing the need for clear definitions in investment policy sta... more

Learn how a seasoned Total Rewards leader evaluates advisors, builds strategic vendor relationships, and navigates innovation like AI and retirement income—while keeping benefits simple, human, and effective. This conversation pulls back the curtain ... more

In this episode of Friday Fiduciary Five, Eric Dyson talks about the challenges of ERISA fiduciary training, emphasizing the need for meaningful education that moves beyond simple "box-checking" exercises. He highlights the Behavioral Governance Inst... more

In this episode of Friday Fiduciary Five, Eric Dyson talks about the top five potential risks and considerations for ERISA plan fiduciaries in light of proposed guidance from the Department of Labor's Employee Benefits Security Administration (EBSA).... more

Key Facts

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Recent Guests

Ira Finn
A nationally respected Total Rewards executive
Ryan Specialty (former Vice President of Total Rewards)
Episode: Ira Finn: What Great Service Providers and Benefit Pros Do Differently
Will Hansen
Executive Director, Plan Sponsor Council of America
Plan Sponsor Council of America
Episode: Will Hansen: Plan Sponsor Council of America
Joel Shapiro
Head of retirement strategy and ERISA at WellSpire
WellSpire
Episode: Joel Shapiro: Even More on DOL and EBSA Proposed Guidance on Investment Selection
George Fraser
Founder and Chief Revenue Officer, GigMatch
GigMatch
Episode: George Fraser: Creating Opportunity and Easing Financial Stress with GigMatch
Mike Dever
Founder and CEO of Brandywine Asset Management
Brandywine Asset Management
Episode: Mike Dever: Brandywine Risk Replacement Strategies
Don Trone
Founder, Behavioral Governance Institute
Behavioral Governance Institute
Episode: Don Trone - The Behavioral Governance Institute - Special Purpose Avatar

Host

Eric Dyson
Host of the show and Executive Director of 90 North Consulting, leading discussions with fiduciary experts.

Reviews

5.0 out of 5 stars from 35 ratings
  • Must listen

    This is a must listen for those involved with benefits and plan management. The topics Eric covers are relevant for all. I appreciate the short format that is just right for a commute.

    Apple Podcasts
    5
    TXagKD
    United States5 months ago
  • Advisor Cost Structure

    Very insightful!

    Apple Podcasts
    5
    Retirement Goals
    United States7 months ago
  • A cyber risk that’s simple to fix

    Great advice, simple, easy, and goes a long way in protecting participants

    Apple Podcasts
    5
    mels653
    United States7 months ago
  • Great resource for plan sponsors!

    Eric has a wealth of knowledge and this is a great resource for plan sponsors

    Apple Podcasts
    5
    EllenA404
    United States9 months ago
  • Insightful

    I appreciate the job Eric does making his podcast inclusive of plan sponsors and plan advisors. With Eric’s extensive experience with all things fiduciary, he does a nice job asking compensatory follow comments to what his guests say.

    I appreciate the energy and expertise Eric puts into his show and look forward to future episodes.

    Apple Podcasts
    5
    Dullam
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise concise, actionable fiduciary guidance for plan sponsors and advisors.
Guests are diverse and knowledgeable, enriching the fiduciary dialogue.
The host is valued for practical, jargon-free explanations and timely topics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Ira Finn: What Great Service Providers and Benefit Pros Do Differently
Q: If you could give your younger self advice, what would it be regarding career development in ERISA and retirement planning?
There are no benefit emergencies; focus on solving problems calmly, build your network across HR and finance, and invest in relationships as foundational to long-term success.
Ira Finn: What Great Service Providers and Benefit Pros Do Differently
Q: What is the best approach to educate a committee about innovations like retirement income solutions—through weekly education or dedicated off-cycle sessions?
Educate the HR lead as the in-room expert, integrate education into quarterly committee topics, and sometimes bring in providers for focused discussions; the goal is ongoing education that leads to informed voting and long-term consideration rather than one-off meetings.
Ira Finn: What Great Service Providers and Benefit Pros Do Differently
Q: What would you say are the key factors that separate an average benefit professional from an excellent one?
Being able to translate laws and new regulations into practical plan enhancements for employees, plus maintaining strong relationships with stakeholders and staying current with evolving regulations, thereby turning knowledge into tangible plan improvements.
Ira Finn: What Great Service Providers and Benefit Pros Do Differently
Q: So Ira, here's my first question for you. What first drew you into benefits, and more specifically retirement, but benefits in general?
I started in health and welfare insurance and quickly realized I wasn't a salesperson. My early work at Hewitt Associates, handling pension and retirement questions for big companies, taught me how to listen to employees and become a trusted expert, which set the foundation for my transition into total rewards and retirement strategy.
Will Hansen: Plan Sponsor Council of America
Q: What resources are available once you have the credential or corporate membership?
Members gain access to a firewall of resources including 10 toolkits for RFPs, vendor management, HSAs, and investment processes, a variety of standing committees, webinars, roundtables, weekly questions, annual surveys, and leadership opportunities with the national conference as a capstone.

Audience Metrics

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Frequently Asked Questions About Be More Than A Fiduciary

What is Be More Than A Fiduciary about and what kind of topics does it cover?

The show centers on practical fiduciary best practices for ERISA plans, plan sponsors, and fiduciary advisors. Episodes dissect regulatory developments, governance frameworks, and practical strategies to improve plan design, education, and oversight. Notable themes include six-factor safe harbor approaches to investment selection, the role of fiduciary education and training, vendor relationships, and human-centered solutions to retirement readiness. The host pairs concise, actionable insights with expert interviews, creating a resource geared toward professionals who influence plan outcomes and participant protections. A standout aspect is the emphasis on pragmatic processes, ongoing governance, and clear communications to navigate evolvin... more

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Which podcasts are similar to Be More Than A Fiduciary?

These podcasts share a similar audience with Be More Than A Fiduciary:

1. 401(k) Specialist Podcast
2. WSJ Your Money Briefing
3. WSJ Minute Briefing
4. WSJ What’s News
5. Real Time with Bill Maher

How many episodes of Be More Than A Fiduciary are there?

Be More Than A Fiduciary launched 2 years ago and published 192 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Be More Than A Fiduciary?

Recent guests on Be More Than A Fiduciary include:

1. Ira Finn
2. Will Hansen
3. Joel Shapiro
4. George Fraser
5. Mike Dever
6. Don Trone

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