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Be More Than A Fiduciary

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

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 weeklyEpisodes199Founded2 years ago
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ManagementInvestingBusiness

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Artwork for Be More Than A Fiduciary

Latest Episodes

In this episode of Friday Fiduciary Five, Eric Dyson talks about eight signature principles from DOL proposed guidance for investment selection. Key principles included evaluating problems before solutions, prudence in process versus loyalty in purpo... more

In this episode of Friday Fiduciary Five, Eric Dyson talks about the DOL's proposed guidance on investment selection for defined contribution plans, based on over 40,000 public comments. He outlines eight signature principles, emphasizing that exampl... more

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of prudence and loyalty working together in fiduciary duties, emphasizing that prudence focuses on process while loyalty focuses on purpose. He references 29 U.S. Code § ... more

In this episode of Friday Fiduciary Five, Eric Dyson talks about the proposed Department of Labor (DOL) guidance on investment selection in defined contribution plans, emphasizing the importance of defining the problem before evaluating solutions. Th... more

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Recent Guests

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
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

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 States8 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 States9 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.

Mike DiCenso - Non-Qualified Plans
Q: And Mike, before I start with a couple more show introduction items, I want you to talk about real quickly, and then we'll get into more details, how you feel this is a missed opportunity.
Mike explains that advisors can unlock revenue and add value by examining current books of business and offering non-qualified plans, which many advisors overlook despite their potential impact on retention and recruitment.
Tom Kmak: Benchmarking Managed Accounts
Q: What was the genesis for deciding Fiduciary Decisions needed a benchmarking tool for managed accounts?
The motivation was to move beyond focusing on fees to measure value and outcomes, and to provide a standardized way to benchmark managed account programs using a patented methodology that considers quality, service, value, engagement, and outcomes.
Jonathan Lee: A CHRO's Perspective
Q: What should younger advisors focus on when engaging with a client like yours, particularly regarding education over pure investment recommendations?
The advisor should prioritize employee education, partner with HR to support workforce understanding of savings and health benefits, and tailor guidance to the culture and needs of the organization rather than pushing generic solutions.
David Witz: Consistently Good Occasionally Great
Q: If an advisor wants to adopt CGOG, what are the rollout steps and how many funds are on the CGOG list?
Adoption involves running CGOG after selecting funds via the scorecard/IPs, generating a CGOG-ranked set, and then narrowing to a few candidates (e.g., two to three) based on the CGOG criteria. The CGOG system provides a comparison of up to four funds at a time, and the list can be expanded by adding more funds or different screens as needed.
David Witz: Consistently Good Occasionally Great
Q: Do CGOG and the scorecard relate to the IPS, and is CGOG a replacement for the IPS?
CGOG is described as an enhancement to the IPS and scorecard, providing additional data-driven analysis (consistency, accuracy, precision) via rolling-period metrics. It does not replace the IPS or scorecard but augments them to help determine which funds are truly consistent and repeatable in excess returns with controlled risk.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Age Range
Household Income
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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. Nevin & Fred
3. The Long View
4. WSJ Your Money Briefing
5. WSJ Minute Briefing

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

Be More Than A Fiduciary launched 2 years ago and published 199 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. John Tolson
2. Bonnie Treichel
3. Ira Finn
4. Will Hansen
5. Joel Shapiro
6. George Fraser
7. Mike Dever
8. Don Trone

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