Be More Than A Fiduciary
Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond the traditional fiduciary role. If you are a member of a retirement plan committee, a plan fiduciary, or an ERISA advisor genuinely dedicated to enhancing the retirement prospects of hard-working Americans, then this podcast is tailor-made for you. Whether you relish in-depth interviews with industry experts discussing crucial topics or seek concise tips for fiduciary best practices, More Than A Fiduciary is your go-to resource. Tune in and elevate your understanding and performance in this crucial domain.
Episodes
In this episode of Friday Fiduciary Five, Eric Dyson talks about how fiduciaries should remember not only the tragedy of September 11th, but also the spirit of service, unity, and responsibility that defined September 12th.
Connect with Eric Dyson:
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What if choosing a retirement plan advisor wasn’t about who’s cheapest, but who actually moves the needle for your employees and your HR team? In this episode, you’ll learn how to evaluate advisors like a large plan committee—no matter your plan size—and what “good” really looks like in fiduciary process, education, and fees....
In this solo episode, Eric Dyson unveils Polaris, a governance framework designed to turn IPS language into disciplined, principled fiduciary action.
In this episode, Eric discusses:
- Mission and focus of 90 North Consulting
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In this episode of Friday Fiduciary Five, Eric Dyson talks about what it actually means to lead as a fiduciary—not just follow the rules. Eric walks through eight signature principles of thoughtful fiduciary leadership, showing how committees can move beyond checklists to a disciplined framework that keeps participants at the center of every decision.
In this episode of Friday Fiduciary Five, Eric Dyson talks about effective fiduciary leadership and how it relies on a consistent framework of principles rather than just following specific regulations or reacting to changing environments.
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When is it time to rethink a long-time benefits consultant? Salam Safi and Tanya Brooks discuss their health plan consultant search and what HR leaders should look for beyond data and tools, especially when improving the employee experience matters as much as the bottom line.
In this episode, E...
How do you know it is time to bring in a 401(k) advisor—and how do you choose the right one without just chasing the lowest fee? In this episode, you’ll hear how Weir Group structure...
In this episode of Friday Fiduciary Five, Eric Dyson unpacks the seventh signature principle of fiduciary leadership: the “innovation conundrum.” He explains that while innovation in retirement plans can be valuable, it is not automatically a proven solution and must be evaluated as a tool to solve clearly defined problems. Drawing on Department of Labor ...
A company with “nothing broken” in its 401(k) plan decides it still wants to be better—so what happens next? In this episode, you’ll hear how a benefits committee clarified its priorities, navigated the 3(21) vs 3(38) decision, and ran a disciplined advisor search that elevated both fiduciary governance and employee outcomes.
In this episode of Friday Fiduciary Five, Eric Dyson talks about the sixth signature principle of fiduciary leadership: documentation should tell the entire fiduciary story. He emphasizes the importance of documenting not just decisions but also the process and purpose behind them. Eric uses the analogy of a ship's log versus a captain's log to illustrate the differe...
As the Department of Labor reshapes how fiduciaries evaluate 401(k) investments, committees and advisors can’t afford to wing it. In this episode, Michael Welz breaks down the proposed DOL safe harbor, the six-factor framework, and what it really means to prudently add alternatives and private assets to defined contribution plans.
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In this episode of Friday Fiduciary Five, Eric Dyson talks about lessons learned from public comments on the Department of Labor's proposed guidance for investment selection in defined contribution plans. He outlines eight key principles for fiduciary decision-making, emphasizing the importance of defining problems, balancing process and purpose, using examples to in...
Most fiduciaries are handed enormous responsibility with almost no practical training. In this episode, you’ll learn what it really means to be an “intelligent fiduciary” — and how to move beyond box‑checking to truly serving participants while protecting yourself from litigation.
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In this episode of Friday Fiduciary Five, Eric Dyson talks about eight signature principles from DOL proposed guidance for investment selection. Key principles included evaluating problems before solutions, prudence in process versus loyalty in purpose, and the importance of checklists in organizing judgment but not replacing it.
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the DOL's proposed guidance on investment selection for defined contribution plans, based on over 40,000 public comments. He outlines eight signature principles, emphasizing that examples should inform fiduciary judgment but not define it.
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of prudence and loyalty working together in fiduciary duties, emphasizing that prudence focuses on process while loyalty focuses on purpose. He references 29 U.S. Code § 1104, highlighting the statutory definitions of prudence and loyalty. Eric stresses that fiduciary duties, including pr...
In this episode of Friday Fiduciary Five, Eric Dyson talks about the proposed Department of Labor (DOL) guidance on investment selection in defined contribution plans, emphasizing the importance of defining the problem before evaluating solutions. The DOL's guidance aims to allow for innovation and a path for different asset types in 401(k) plans without over-definin...
A lot of people are breathing, but very few are really living. In this conversation, listeners are challenged to move beyond success and existing and to become leaders of character who get life right before it’s too late.
In this episode, Eric and Dr. John discuss:
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Meaningful benchmarks can make or break your fiduciary process—and even land you in litigation if you get them wrong. In this Friday Fiduciary Five, Eric breaks down how to choose benchmar...
When does a benchmark actually become “meaningful” — and what does that have to do with your retirement committee meetings? In this episode, Eric and ERISA attorney Bonnie Treichel unpack retirement sketchbooks, DOL proposed regs, and how fiduciaries can align process, purpose, and benchmarks without getting lost in the legal weeds.
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