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…
At Fiduciary Wise, our mission is to provide exceptional fiduciary services that empower TPAs, Record-Keepers, and Advisors to deliver top-tier retirement solutions while minimizing risk and maximizing efficiency. As the retirement landscape…
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…
July 10th, 2024
Employers Sponsoring a Retirement Plan: Understanding Your Fiduciary Responsibilities By Kathleen McBride, AIFA, CEFEX Analyst Employers sponsoring a retirement plan for their employees may be surprised to learn that they can delegate some of…
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,…
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…