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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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?
ERISA Experts Face Off: Season 4 Debates Begin
The Annual Meeting Playbook: Are You Actually Following ERISA?
The Real Reason Plan Sponsors Are Getting Sued
Passing the Buck: The Real Cost of Misplaced Discretion
Plan Harmony: Don’t Compete — Complete
Marta & Isaac React to Cunningham v. Cornell!
Guilty Until Proven Prudent: How to Avoid Being the Next Headline in a 401(k) Lawsuit
Why Smart Employers Let Someone Else Sign the 5500
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Articles & Insights
Why Fiduciary Wise Doesn’t Compete with TPAs or Advisors — We Strengthen Them
By Fiduciary Wise An Independent ERISA 402(a) Named Fiduciary — Not a Competitor When Fiduciary
3(38) vs. 3(21): The Investment Fiduciary Reality Check Every Plan Sponsor Needs
By Fiduciary Wise Based on The Wise Fiduciary Podcast, Season 4, Episode 4Featuring Marta Hurst and
Reasonable Doesn’t Mean Cheap: What ERISA Actually Requires of Your Plan Fees
Understanding the True Meaning of “Reasonable” Under ERISA When it comes to 401(k) plan management,
Private Equity in Retirement Plans: A Fiduciary’s Perspective
By Don Jones, Fiduciary Wise Introduction A new executive order, “Democratizing Access to Alternative Assets for
