Articles & Insights
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
Reasonable Doesn’t Mean Cheap: What ERISA Actually Requires of Your Plan Fees
Understanding the True Meaning of “Reasonable” Under ERISA When it comes to 401(k) plan management, “reasonable fees” is one of the most misunderstood phrases in
Private Equity in Retirement Plans: A Fiduciary’s Perspective
By Don Jones, Fiduciary Wise Introduction A new executive order, “Democratizing Access to Alternative Assets for 401(k) Investors,” has sparked renewed interest in the idea of allowing
Meeting the Highest Standards Under ERISA
By Fiduciary Wise Retirement plan sponsors face increasing scrutiny under the Employee Retirement Income Security Act (ERISA). The Department of Labor (DOL), evolving case law, and
Supreme Court Ruling Raises Stakes for Retirement Plan Fiduciaries
Fiduciary Wise Helps Retirement Plan Sponsors Navigate Post-Ruling Compliance Challenges In the wake of the U.S. Supreme Court’s recent decision in Cunningham v. Cornell University, which
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