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…
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…