Read the summary of this case here, a significant reason for the dismissal of the case as stated by the Sixth Circuit is the way the Plaintiffs pleaded the case. Recently, we release our opinion on this case. Click
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 [...]
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 [...]
We are so pleased to announce our new web series, 2 Nerds Geeking Outwith Don Jones and Jackie Reeves! In this first installment, we interview Clint Cannon, President of Cannon Capital Management. We appreciate your support of our original series, Two Fiduciary Nerds Disturbing the Peace. Now, in addition to our first show, we are [...]
With the recent outcome of the U.S. Supreme Court Case, Hughes v. Northwestern Univ., the other recent 2020 Putnam Investments, LLC v. Brotherston case is something we’re referring to! In the latest episode of Two Fiduciary Nerds Disturbing the Peace with Jackie Reeves and Don Jones, our two co-hosts get nerdy discussing the case. For [...]
Fiduciary Wise is pleased to announce Marta Hurst, QKA®, as a new partner! With over 17 years of industry expertise, Marta Hurst has become the newest partner at Fiduciary Wise. She has worked with Financial Advisors and business owners to consult on a variety of qualified plan matters. Hurst uses her knowledge of retirement plans [...]
The Responsible Fiduciaries of a retirement plan have significant fiduciary obligations to manage the plan assets and oversee operations. The guidelines of the Employee Retirement Income Security Act of 1974 (ERISA) require the named fiduciaries of the Plan to carry out due diligence in running the Plan. A very good way to address these fiduciary [...]
With the recent outcome of the U.S. Supreme Court Case, Hughes v. Northwestern Univ., the 2007 Tibble v. Edison International case is on our minds! In the latest episode of Two Fiduciary Nerds Disturbing the Peace with Jackie Reeves and Don Jones, our two co-hosts get nerdy discussing the case that paved the way for [...]
You may have been following the recent U.S. Supreme Court Case, Hughes v. Northwestern Univ. The outcome of this groundbreaking case is so important to breakdown and you know Jackie and Don have a lot to say on the topic but we want to hear your thoughts too! Let us know what you think by [...]
Yes, we’re back! Back, again! Celebrate the new year with a little disruption and watch the latest episode of Two Nerds! The Greatest Secret in ERISA It took Don nearly 20 years to really understand and many in the industry are not adequately informed. Check out the episode to hear our thoughts on the topic. Join Don [...]