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…
December 15th, 2021
Fiduciary Wise, in partnership with Bell Rock Capital, has released the third video in our new web series. Suitability vs. Fiduciary Standards is a great conversation starter and we hope to see you in the comment section! Suitability is…
November 16th, 2021
Fiduciary Wise, in partnership with Bell Rock Capital, has released the anticipated second episode in their brand-new video series. “Two Fiduciary Nerds Disturbing the Peace” is a monthly webisode diving into thought-provoking subjects in the…
September 29th, 2021
Fiduciary Wise, in partnership with Bell Rock Capital, is excited to announce a brand-new video series. “Two Fiduciary Nerds Disturbing the Peace” is a monthly webisode diving into thought-provoking subjects in the investment industry. …
April 22nd, 2021
Every 401(k) plan is required by law to officially appoint a “plan administrator” under Section 3(16) of ERISA. This typically creates two problems for Plan Sponsors – Most are unaware that this position is NOT being held the Plan’s…