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Artwork for Be More Than A Fiduciary

Be More Than A Fiduciary

Eric Dyson
Department Of Labor
ERISA
90 North Consulting
Investment Policy Statement
Target Date Funds
Managed Accounts
Fiduciary Duty
401(k)
Private Assets
Record Keeping Fees
Cybersecurity
Fiduciary Liability Insurance
Labcorp
ERISA Fiduciary
Safe Harbor
DOL Guidance
Plan Document
Fiduciary Principles
Leadership
Plan Sponsors

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 weeklyEpisodes208Founded2 years ago
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ManagementBusinessInvesting

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Artwork for Be More Than A Fiduciary

Latest Episodes

In this episode of Friday Fiduciary Five, Eric Dyson talks about effective fiduciary leadership and how it relies on a consistent framework of principles rather than just following specific regulations or reacting to changing environments.

Connect w... more

When is it time to rethink a long-time benefits consultant? Salam Safi and Tanya Brooks discuss their health plan consultant search and what HR leaders should look for beyond data and tools, especially when improving the employee experience matters a... more

How do you know it is time to bring in a 401(k) advisor—and how do you choose the right one without just chasing the lowest fee? In this episode, you’ll hear how Weir Group structured an objective, employee-focused advisor search that balanced fiduci... more

In this episode of Friday Fiduciary Five, Eric Dyson unpacks the seventh signature principle of fiduciary leadership: the “innovation conundrum.” He explains that while innovation in retirement plans can be valuable, it is not automatically a proven ... more

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Recent Guests

Becky Stealey
Representative from Weir Group
Weir Group
Episode: Becky Stealey and Puneet Brar: How to Find the Right 401(k) Advisor for Your Workforce
Puneet Brar
Representative from Weir Group
Weir Group
Episode: Becky Stealey and Puneet Brar: How to Find the Right 401(k) Advisor for Your Workforce
Jeremy Burroughs
President and head of North America Tax at Weir Group; chair of the committee for benefits at Weir and formerly at ESCO
Weir Group / ESCO
Episode: Jeremy Burroughs: How Clear Priorities and Candid Voices Drive Better Retirement Plan Decisions
Michael Welz
President of USI Consulting Group; President of USI Advisors; CFA Charter Holder
USI Consulting Group
Episode: Michael Welz: The 6 Factors From DOL Proposed Guidance
Carol Buckman
Co-founding partner of Cohen & Buckmann, expert in ERISA and fiduciary law
Cohen & Buckmann
Episode: Carol Buckmann: The Intelligent Fiduciary
John Tolson
Founder of The Tolson Group; leader in leadership development and mentoring for men
The Tolson Group; The Gathering
Episode: John Tolson: Character, Calling, and the Crisis of Modern Leadership
Bonnie Treichel
nationally recognized ERISA attorney, founder Endeavor Retirement, Endeavor Law
Endeavor Retirement / Endeavor Law
Episode: Bonnie Treichel: Meaningful Benchmarks
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

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 States8 months ago
  • Advisor Cost Structure

    Very insightful!

    Apple Podcasts
    5
    Retirement Goals
    United States9 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 States10 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 Statesa year 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.

Becky Stealey and Puneet Brar: How to Find the Right 401(k) Advisor for Your Workforce
Q: What would you say were the three most important priorities guiding your advisor search?
Becky and Puneet explain that the core goals were fiduciary prudence, employee education, and ensuring the education and communication approaches would reach a wide and diverse employee population, with a preference for a structured process and evidence of cultural fit.
Jeremy Burroughs: How Clear Priorities and Candid Voices Drive Better Retirement Plan Decisions
Q: What was the key takeaway about engaging the benefits team in the process?
Involving Puneet, Becky, and the Benefits team ensured diverse perspectives, gave the process guardrails to avoid steering, and ultimately helped the committee choose a partner that balanced fiduciary rigor with education and participant focus.
Jeremy Burroughs: How Clear Priorities and Candid Voices Drive Better Retirement Plan Decisions
Q: What was the initial direction the committee considered for the advisor selection, and how did that evolve?
The committee began with a tendency toward a 321 advisor relationship, but over time open dialogue and evaluation of committee strengths led to recognizing the need for a more capable 338 advisor who could deliver deeper expertise and faster execution.
Michael Welz: The 6 Factors From DOL Proposed Guidance
Q: How does the proposed guidance change the liability landscape for fiduciaries?
It introduces a process-based safe harbor that creates a presumption of prudence if fiduciaries follow the six-factor framework and document their process. This shifts emphasis from the outcome of investments to the rigor and transparency of the decision-making process, potentially reducing litigation if proper procedures are in place.
Michael Welz: The 6 Factors From DOL Proposed Guidance
Q: What are the six factors and how should fiduciaries think about them in practice?
The six factors are performance, fees, liquidity, valuation, benchmarks, and complexity. Fiduciaries should evaluate risk-adjusted performance over an appropriate timeframe, ensure fees are reasonable and justified by benefits, assess liquidity to meet plan needs, verify reliable valuation practices (especially for private assets), use meaningful benchmarks including composites for alternatives, and understand the complexity of investments to ensure adequate due diligence and documentation.

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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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. The Long View
3. Eye On The Market
4. WSJ's Take On the Week
5. WSJ Your Money Briefing

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

Be More Than A Fiduciary launched 2 years ago and published 208 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. Becky Stealey
2. Puneet Brar
3. Jeremy Burroughs
4. Michael Welz
5. Carol Buckman
6. John Tolson
7. Bonnie Treichel
8. Ira Finn

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