September 15, 2022 8:00 am Published by hailey.blank@fiduciarywise.com 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 [...]
September 14, 2022 8:00 am Published by hailey.blank@fiduciarywise.com Why did the Office of the Solicitor General of the United States ask SCOTUS in the Hughes v Northwestern University case to look at “substantive” measurements only in the monitoring of core funds in an ERISA plan? In our latest episode, the ‘Two Nerds’ discuss the Supreme Court of the United States and substantive measurements. [...]
August 16, 2022 2:19 am Published by hailey.blank@fiduciarywise.com 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 words “pecuniary” and “substantive.” Our TENTH episode is definitely one to check out. These are important words to know in this industry and Jackie and Don explain why! “Two Nerds” features [...]
July 27, 2022 5:58 pm Published by hailey.blank@fiduciarywise.com 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
July 2, 2022 12:03 am Published by hailey.blank@fiduciarywise.com 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 [...]
May 6, 2022 4:28 pm Published by hailey.blank@fiduciarywise.com 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 [...]
April 28, 2022 4:04 pm Published by hailey.blank@fiduciarywise.com 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 [...]
April 8, 2022 4:57 pm Published by hailey.blank@fiduciarywise.com 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 [...]
March 31, 2022 5:51 pm Published by hailey.blank@fiduciarywise.com 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 [...]
March 24, 2022 10:49 pm Published by hailey.blank@fiduciarywise.com 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 [...]
