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
Publishes | Twice weekly | Episodes | 147 | Founded | 2 years ago |
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Number of Listeners | Categories | BusinessInvestingManagement |
In this episode of Friday Fiduciary Five, Eric Dyson talks about the differences between ERISA bonds and fiduciary liability insurance. ERISA bonds protect against fraud and theft, while fiduciary liability insurance covers fiduciary breaches. Eric e... more
In this episode of Friday Fiduciary Five, Eric Dyson talks about a common and easily fixable cybersecurity risk in retirement plans: participants who have not set up user IDs and passwords for their accounts. This oversight is the most frequent cause... more
Ellen Alphonso, CPA, is a Senior Manager at Boyum Barenscheer PLLP and a recognized expert in employee benefit plan audits, with extensive experience guiding plan sponsors through the complexities of employee benefit plan compliance. Licensed as a Ce... more
In this episode of Friday Fiduciary Five, Eric Dyson talks about the McDonald v LabCorp lawsuit, focusing on part three and float compensation. He recaps previous episodes on record-keeping fees and investment share classes. The court found the plan'... more
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Eric has a wealth of knowledge and this is a great resource for plan sponsors
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.
Eric does a great job, sharing his insights on fiduciary best practices for plan sponsors and advisors. Clear, concise info that is a great listen during the week to help gain new perspectives on the retirement plan industry.
Excellent podcast. Insightful info and great takeaways. Eric is a fantastic host.
This podcast provides timely, clear and actionable insights for ERISA plan fiduciaries. Plan sponsors, advisors, counsel and anyone that serves retirement plans will benefit from listening. Appreciate the avoidance of jargon/acronyms as well!
~Paul Sommerstad
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #211 |
Listeners, social reach, demographics and more for this podcast.
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Be More Than A Fiduciary launched 2 years ago and published 147 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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