February 11th, 2026
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 are there to replace someone.
…
February 11th, 2026
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 are there to replace someone.
…
January 28th, 2026
By Fiduciary Wise
Based on The Wise Fiduciary Podcast, Season 4, Episode 4
Featuring Marta Hurst and Isaac Wood
Introduction: Why This Debate Matters More Than Ever
For years, the…
November 12th, 2025
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October 15th, 2025
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 private equity in…
September 25th, 2025
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April 17th, 2025
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 clarified and reinforced…
August 20th, 2024
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 industry, including 7 years dedicated specifically to ERISA plans, Isaac brings a wealth of…
August 7th, 2024
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 staying ahead of industry trends, your time is stretched thin. Amidst…