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…
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…
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…
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…
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…
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,…
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…
January 12th, 2022
Yes, we’re back! Back, again! Celebrate the new year with a little disruption and watch the latest episode of Two Nerds! The Greatest Secret in ERISA It took Don nearly 20 years to really understand and many in the industry are not…