Essential News

Deciphering the Tenth Circuit’s Verdict on Matney v. Barrick Gold of North America

Photo from Bloomberg

January 17th, 2024
By Donald K. Jones, BCF™ The recent decision in Matney v. Barrick Gold of North America by the Tenth Circuit Court of Appeals has left many in anticipation. Unsurprisingly, the Appeals Court upheld the lower District Court’s decision,…

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401(k) limit increases to $22,500 for 2023, IRA limit rises to $6,500

December 13th, 2022
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 401(k) plans in 2023 has increased to $22,500, up from $20,500 for…

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Financial Factors in the Selection of Plan Investments

October 12th, 2022
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”, what can we expect the DOL will do from here in their investigations and how does that effect smaller…

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Don Jones Selected for Steering Group, Committee for the Fiduciary Standard

September 15th, 2022
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…

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SCOTUS and Substantive Measurements

September 14th, 2022
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…

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Pecuniary and Substantive

August 16th, 2022
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…

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2 Nerds Disturbing the Peace: Smith v. CommonSpirit Health

July 27th, 2022
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

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Our Position on Smith v. CommonSpirit Health

July 2nd, 2022
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…

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