Articles & Insights
Welcoming Isaac Wood, AIF, AIFA®: Elevating 401k Optimization and ERISA Compliance
We are excited to announce the newest addition to our Fiduciary Wise team: Isaac Wood, AIF, AIFA®. With 13 years of experience in the financial
Why Every Retirement Plan Needs an Independent Professional Named Fiduciary
By Trevor Merrill, AIFA, BCF™ The Complexity of Managing Retirement Plans As a business owner, your responsibilities are diverse and demanding. From managing employees to
401(k) limit increases to $22,500 for 2023, IRA limit rises to $6,500
The following content is from IR-2022-188, October 21, 2022 WASHINGTON — The Internal Revenue Service announced today that the amount individuals can contribute to their
Financial Factors in the Selection of Plan Investments
Now that the DOL Final Rule called “FINANCIAL FACTORS IN THE SELECTION OF PLAN INVESTMENTS,” is a law (with a few exceptions for ESG type funds”,
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
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