Don Jones Selected for Steering Group, Committee for the Fiduciary Standard
Don Jones, Founder and Partner at Fiduciary Wise, joins the Steering Group for The Committee for the Fiduciary Standard. Why a Committee for the Fiduciary Standard? The Committee was formed in June 2009 by a group of investment professionals and fiduciary experts, just as policymakers and industry leaders were reviewing the repercussions of the financial […]
Our Position on Smith v. CommonSpirit Health
United States Court of Appeals for the Sixth Circuit All the comments presented are those of Fiduciary Wise, and anyone reading this should seek legal counsel before acting and not rely solely on our opinion. What Fiduciary Wise Chooses to do on All Fiduciary Issues? 1. We believe the method we use to evaluate one […]
ERISA 402(a) Named Fiduciary
What is an ERISA 402(a) Named Fiduciary? Don and Jackie tell us all about a GAME CHANGER for your team. If you want to reduce your risks and manage your accounts efficiently, you need a 402! Watch the latest episode of Two Fiduciary Nerds Disturbing the Peace. “Two Nerds” features Jackie Reeves, the Managing Director at […]
Hiring A CEO for your 401(k) or ERISA 403(b) Plan
ERISA requires a retirement plan Sponsor to be legally, and personally, liable for making “prudent” decisions regarding every aspect of his or her Plan. As an Employer, you know how to make your business grow; that is your passion. However, do you know, or do you WANT to know, how to make “prudent” day-to-day decisions […]