Our Blog

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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ERISA 402(a) Named Fiduciary

May 6th, 2022
What is an ERISA 402(a) Named Fiduciary? Don and Jackie tell us all about a GAME CHANGER for your team. If you want to reduce your risks and manage your accounts efficiently, you need a 402! Watch the latest episode of Two Fiduciary Nerds…

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Introducing 2 Nerds Geeking Out!

April 28th, 2022
We are so pleased to announce our new web series, 2 Nerds Geeking Outwith Don Jones and Jackie Reeves! In this first installment, we interview Clint Cannon, President of Cannon Capital Management. We appreciate your support of our original…

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Putnam Investments, LLC v. Brotherston

April 8th, 2022
With the recent outcome of the U.S. Supreme Court Case, Hughes v. Northwestern Univ., the other recent 2020 Putnam Investments, LLC v. Brotherston case is something we’re referring to! In the latest episode of Two Fiduciary Nerds Disturbing the…

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Fiduciary Wise Welcomes New Partner, Marta Hurst, QKA

March 31st, 2022
Fiduciary Wise is pleased to announce Marta Hurst, QKA®, as a new partner! With over 17 years of industry expertise, Marta Hurst has become the newest partner at Fiduciary Wise. She has worked with Financial Advisors and business owners to…

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So You’re Going To Be on a Plan Administrative Committee!

March 24th, 2022
The Responsible Fiduciaries of a retirement plan have significant fiduciary obligations to manage the plan assets and oversee operations. The guidelines of the Employee Retirement Income Security Act of 1974 (ERISA) require the named fiduciaries…

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Tibble v. Edison International

March 4th, 2022
With the recent outcome of the U.S. Supreme Court Case, Hughes v. Northwestern Univ., the 2007 Tibble v. Edison International case is on our minds! In the latest episode of Two Fiduciary Nerds Disturbing the Peace with Jackie Reeves and Don Jones,…

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Hughes v. Northwestern Univ.

February 10th, 2022
You may have been following the recent U.S. Supreme Court Case, Hughes v. Northwestern Univ. The outcome of this groundbreaking case is so important to breakdown and you know Jackie and Don have a lot to say on the topic but we want to hear your…

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