Welcoming Isaac Wood, AIF, AIFA®: Elevating 401k Optimization and ERISA ComplianceWe are excited to announce the newest addition to our Fiduciary Wise team: Isaac Wood, [...]
Welcome Karen Miller, QKA—Strengthening Fiduciary Wise’s Commitment to ExcellenceAt Fiduciary Wise, our mission is to provide exceptional fiduciary services that empower TPAs, Record-Keepers, [...]
Why Every Retirement Plan Needs an Independent Professional Named FiduciaryBy Trevor Merrill, AIFA, BCF™ The Complexity of Managing Retirement Plans As a business owner, [...]
Navigating Common ERISA Pitfalls: Insights from Fiduciary WiseEmployers Sponsoring a Retirement Plan: Understanding Your Fiduciary Responsibilities By Kathleen McBride, AIFA, CEFEX Analyst [...]
Deciphering the Tenth Circuit’s Verdict on Matney v. Barrick Gold of North AmericaBy Donald K. Jones, BCF™ The recent decision in Matney v. Barrick Gold of North [...]
401(k) limit increases to $22,500 for 2023, IRA limit rises to $6,500The following content is from IR-2022-188, October 21, 2022 WASHINGTON — The Internal Revenue Service [...]
Financial Factors in the Selection of Plan InvestmentsNow that the DOL Final Rule called “FINANCIAL FACTORS IN THE SELECTION OF PLAN INVESTMENTS,” is [...]
Don Jones Selected for Steering Group, Committee for the Fiduciary StandardDon Jones, Founder and Partner at Fiduciary Wise, joins the Steering Group for The Committee [...]
SCOTUS and Substantive MeasurementsWhy did the Office of the Solicitor General of the United States ask SCOTUS in [...]
Pecuniary and SubstantiveIn the latest episode of Two Fiduciary Nerds Disturbing the Peace with Jackie Reeves and [...]
