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Be More Than A Fiduciary

Eric Dyson
Department Of Labor
ERISA
Fiduciary Duty
Target Date Funds
Investment Policy Statement
Safe Harbor
90 North Consulting
Private Assets
Six Factors (performance, Fees, Liquidity, Valuation, Benchmarking, Complexity)
Plan Sponsor Council Of America
Certified Plan Sponsor Professional Credential
Gigmatch
Total Rewards
Fiduciary Duties In Selecting Designated Investment Alternatives
Defined Contribution Plans
Goals
Pharmacy Benefit Manager
EBSA
Retirement Benefits
Prudent Process

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 weeklyEpisodes195Founded2 years ago
Number of ListenersCategories
InvestingManagementBusiness

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Artwork for Be More Than A Fiduciary

Latest Episodes

A lot of people are breathing, but very few are really living. In this conversation, listeners are challenged to move beyond success and existing and to become leaders of character who get life right before it’s too late.

In this episode, Eric and D... more

Meaningful benchmarks can make or break your fiduciary process—and even land you in litigation if you get them wrong. In this Friday Fiduciary Five, Eric breaks down how to choose benchmarks that truly align with your investment policy, target date f... more

When does a benchmark actually become “meaningful” — and what does that have to do with your retirement committee meetings? In this episode, Eric and ERISA attorney Bonnie Treichel unpack retirement sketchbooks, DOL proposed regs, and how fiduciaries... more

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

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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
Robin Green
President of WinMore Plans
WinMore Plans
Episode: Robin Green - What Plan Sponsors Want
Jamie Hayes
Senior vice president at Wealthspire Retirement Advisory
Wealthspire Retirement Advisory
Episode: Jamie Hayes - The Advisor RFP from the Advisor's Seat
Kristen Deere
Director in the Employee Benefit Plan Audit Services Practice at Weaver & Tidwell
Weaver & Tidwell
Episode: Kristen Deere - Keep Your Auditor in the Loop

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 States6 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 States8 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 States10 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.

Shannon Edwards: What's in a Number?
Q: What should a young benefits manager know when evaluating fiduciary options?
Start with comprehensive fiduciary training and use trusted educational resources; ask many questions and rely on experienced, transparent providers who offer clear service definitions and checklists.
Shannon Edwards: What's in a Number?
Q: Why might a plan sponsor choose a 338 over a 321, or vice versa?
A 338 can reduce meeting time by handling fund decisions and offer discretion, but it comes with more responsibility and cost; a 321 keeps sponsors more hands-on and allows final control, potentially requiring more sponsor involvement.
Shannon Edwards: What's in a Number?
Q: What is the fundamental difference between a 321 and a 338 advisor?
A 338 acts as an investment manager with discretion over fund lineup decisions, whereas a 321 advisor provides recommendations and the plan sponsor retains final authority.
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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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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1. Nevin & Fred
2. The Long View
3. WSJ Your Money Briefing
4. WSJ Minute Briefing
5. The Daily

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Be More Than A Fiduciary launched 2 years ago and published 195 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
7. Robin Green
8. Jamie Hayes

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