Fiduciary Wise Education Hub
Practical Guidance and Education for ERISA Fiduciaries and Service Providers
All content is designed to strengthen understanding, clarify responsibility, and support defensible fiduciary oversight.
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ERISA Edge Library
Supreme Court Earthquake: Cunningham v. Cornell Redefines ERISA Compliance
$39 Million Verdict and Counting: What Kahn v. Pentegra Means for Plan Sponsors
Why Independent Fiduciary Oversight Is Essential for Pooled Employer Plans | The ERISA Edge
The Offensive Side of ERISA: How Fiduciaries Can Win Every Time
Are All Pooled Plan Providers Created Equal?
Pizzaro v. The Home Depot: Amicus Brief Stakes & What’s Next
DOL Q&A on PPPs for PEPs | Don Jones Explains the Latest Pooled Plan Provider Guidance
401(k) Myth Busted: Why Employers Shouldn’t Be Running The Plan
Should private equity belong in your 401(k) plan?
A Real PEP Talk: Don Jones on the Pitfalls and Potential of Pooled Employer Plans
What Is a 3(38) Investment Manager — And Why It Matters
Are Plan Sponsors Required to be Experts in Everything?
The Wise Fiduciary Podcast Library
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Are Managed Accounts Worth It? | Personalized Investing | 401k | The Wise Fiduciary Podcast S5 E5
Too Many Investment Choices? The Fiduciary Risk Most Committees Miss
The QDIA Comfort Trap: Why Choosing a Default Investment Isn't Enough | The Wise Fiduciary Pod S5 E6
When Cheap Gets Expensive: The Hidden Cost of Retirement Plan Fees | The Wise Fiduciary Pod S5 E4
How Much Can You Rely on Your Recordkeeper | The Wise Fiduciary Podcast S5 E3
When Industry Standard Becomes a Lawsuit | The Fiduciary Red Line
The Committee That Never Asked Why | The Wise Fiduciary Podcast Season 5 Episode 1
The Fiduciary Red Line | Season 5 Teaser | The Wise Fiduciary Podcast
Managed Accounts Under the Microscope
Should Advisors Get Paid on Assets They Don’t Touch?
The ESG Question: Can Values and Fiduciary Duty Coexist in a 401(k)?
3(38) vs 3(21): The Investment Fiduciary Reality Check
The Annuity Controversy: Why 401(k) Fiduciaries Are Split
TWF 4 2 Forfeitures
PEPs: Game-Changer or Gimmick?
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Articles & Insights
Managed Accounts: Enhancement or Liability? How Plan Sponsors Should Evaluate the Real Value
Fiduciary Insight Managed Accounts: Enhancement or Liability? The Industry Assumption: More Personalization Means Better Outcomes
The Cheapest Retirement Plan Isn’t Always the Best Value
How plan sponsors can evaluate fees without increasing fiduciary risk Every retirement plan committee wants
How Much Can You Really Rely on Your Recordkeeper?
Fiduciary Insights How Much Can You Really Rely on Your Recordkeeper? Just because your recordkeeper
When Industry Standard Becomes a Lawsuit: The Hidden Fiduciary Risk in “Everyone Else Is Doing It”
When Industry Standard Becomes a Lawsuit: The Hidden Fiduciary Risk in “Everyone Else Is Doing
