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…
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…
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…
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…
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…
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
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…
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…