Articles & Insights
The Cheapest Retirement Plan Isn’t Always the Best Value
How plan sponsors can evaluate fees without increasing fiduciary risk Every retirement plan committee wants to be a good steward of plan assets. That often
How Much Can You Really Rely on Your Recordkeeper?
Fiduciary Insights How Much Can You Really Rely on Your Recordkeeper? Just because your recordkeeper supports your retirement plan doesn’t mean they’re responsible for it.
When Industry Standard Becomes a Lawsuit: The Hidden Fiduciary Risk in “Everyone Else Is Doing It”
When Industry Standard Becomes a Lawsuit: The Hidden Fiduciary Risk in “Everyone Else Is Doing It” When “Normal” Becomes Risky Most fiduciary mistakes don’t start
When Committee Meetings Stop Asking “Why”
The Fiduciary Red Line: When Committee Meetings Stop Asking “Why” Most retirement plan failures don’t start with bad intentions—they start with routine. Committee meetings happen.
Why Fiduciary Wise Doesn’t Compete with TPAs or Advisors — We Strengthen Them
By Fiduciary Wise An Independent ERISA 402(a) Named Fiduciary — Not a Competitor When Fiduciary Wise joins a retirement plan, some service providers assume we
3(38) vs. 3(21): The Investment Fiduciary Reality Check Every Plan Sponsor Needs
By Fiduciary Wise Based on The Wise Fiduciary Podcast, Season 4, Episode 4Featuring Marta Hurst and Isaac Wood Introduction: Why This Debate Matters More Than Ever