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…
February 15th, 2021
Under ERISA, Plan Fiduciaries, typically Employer/Plan Sponsor employees, are charged with authority over your Plan’s management. Plan fiduciaries include the Plan administrator under §3(16) of ERISA, Plan Trustees under §403 of ERISA, and the…
December 28th, 2020
Why is it important to hire a fiduciary for your 401(k) or 403(b) Plan? Well, you want to be sure that the advice you are getting is solely in the best interests of your Plan Participants and Beneficiaries. To begin with, one of the most important…
December 8th, 2020
All fiduciaries, by federal law, must act solely in the interest of their participants and beneficiaries. Being a 401(k) or ERISA 403(b) Plan Sponsor/fiduciary can be challenging. Federal law also says that if you feel you do not have the…