Shows
Be More Than A FiduciaryFF5 #116 - Call for Podcast Guests!In this episode of Friday Fiduciary Five, Eric Dyson talks about what makes a great fiduciary podcast episode. Eric explains why sharing successes and challenges can help listeners learn and give advisors a meaningful way to showcase their work.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.
2026-10-2305 min
Be More Than A FiduciaryFF5 #115 - Anderson v. Intel - SCOTUS Oral ArgumentsIn this episode of Friday Fiduciary Five, Eric Dyson discusses Anderson v. Intel and the role of benchmarks in claims of investment underperformance. He explains that benchmarks matter, but fiduciary prudence depends on evaluating the strategy and decision-making process, not performance alone.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.
2026-10-1611 min
Be More Than A FiduciaryFF5 #114 - Private Assets Decision and the ERISA 3(38) ManagerIn this episode of Friday Fiduciary Five, Eric Dyson talks about private assets in retirement plans as part of DOL-proposed guidance, Committee control vs. 3(38) discretionary authority, and investment policy statements as a control mechanism for the committee. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It i...
2026-09-2506 min
Be More Than A FiduciaryFF5 #113 - Remember September 11th, Carry Forward September 12thIn 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: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not...
2026-09-1112 min
Be More Than A FiduciaryEric Dyson on The Gap: What Plan Sponsors Should Really Expect from AdvisorsWhat 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 episode, Eric and Shannon Edwards discuss:Defining fiduciary duties and basic responsibilitiesWhen and how to run an advisor search or benchmarkWhat differentiates a truly great retirement plan advisorParticipant education, KPIs, and small-plan governanceEvaluating fees, services...
2026-09-091h 02
Be More Than A FiduciaryIntroducing 90 North's PolarisIn 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 ConsultingWhy investment policy statements matter under ERISAThe concept of structured discretion in IPS languageDocumentation, monitoring, and fiduciary governanceHow Polaris evaluates and strengthens investment policy statementsKey Takeaways:An investment policy statement is more than a legal or investment document; it is fundamentally a fiduciary governance document that should help fiduciaries make better decisions.Overly rigid IPS language...
2026-09-0236 min
Be More Than A FiduciaryFF5 #112 - A Review of the Eight Signature Principles of Thoughtful Fiduciary LeadershipIn 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.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is ge...
2026-08-2814 min
Be More Than A FiduciaryFF5 #111 - Fiduciary Leadership is a FrameworkIn 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.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not...
2026-08-2113 min
Be More Than A FiduciaryFF5 #110 - The Innovation ConundrumIn 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 public comments and ERISA litigation experience, Eric stresses that added complexity, cost, and uncertainty demand stronger evidence of improved participant outcomes. He concludes that fiduciaries should first execute the basics extraordinarily well and treat innovation as something to be carefully evaluated, not blindly pursued or r...
2026-08-0709 min
Be More Than A FiduciaryFF5 #109 - Documentation Should Tell the Fiduciary StoryIn 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 difference between recording facts and explaining the rationale behind decisions. He challenges fiduciary committees to ensure their documentation reflects both prudence and loyalty.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248...
2026-07-3108 min
Be More Than A FiduciaryFF5 #108 - Flexibility and Accountability Can CoexistIn 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 inform rather than dictate, and integrating checklists with judgment. As the title implies, this week he discusses flexibility and accountability and how they can appropriately coexist in a prudent governance framework.Connect with Eric Dyson: Website: h...
2026-07-2409 min
Be More Than A FiduciaryFF5 #107 - Checklists and Judgement Are Not Opposing ConceptsIn 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.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for...
2026-07-1709 min
Be More Than A FiduciaryFF5 #106 - Examples Inform Fiduciary Judgement, Not Replace ItIn 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.This episode discusses the DOL’s use of examples in their guidance and how they should be interpreted to inform fiduciary judgment and not replace it.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com...
2026-07-1012 min
Be More Than A FiduciaryFF5 #105 - Process and PurposeIn 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 prudence, loyalty, diversifying assets, and following the plan document, must be for the exclusive benefit of participants. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www...
2026-07-0307 min
Be More Than A FiduciaryFF5 #104 - Define the Problem FirstIn 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-defining prudence.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained her...
2026-06-2608 min
Be More Than A FiduciaryFF5 #102 - Proposed DOL/EBSA Guidance - ComplexityIn this episode of Friday Fiduciary Five, Eric Dyson talks about DOL and EBSA guidance for DC plan investment selection. Eric discusses the complexity factor in investment decisions, emphasizing the need for clear definitions in investment policy statements (IPS). He highlights the operational constraints and management issues associated with private assets in target date funds. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is g...
2026-05-2909 min
Be More Than A FiduciaryFF5 #101 - ERISA Fiduciary TrainingIn this episode of Friday Fiduciary Five, Eric Dyson talks about the challenges of ERISA fiduciary training, emphasizing the need for meaningful education that moves beyond simple "box-checking" exercises. He highlights the Behavioral Governance Institute’s innovative approach to learning, which utilizes a Special Purpose Avatar (SPA) to facilitate interactive, high-retention training.Eric describes a specific scenario in which he used the avatar to assess and sharpen his expertise regarding 408(b)(2) disclosures, benchmarking, and RFPs. By providing scenario-based quizzes and real-time feedback, the avatar ensures a practical, hands-on understanding of complex regulations. Eric encourages se...
2026-05-1510 min
Be More Than A FiduciaryFF5 #99 - DOL/EBSA Proposed Guidance - 5 Opportunities for FiduciariesIn this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor and EBSA's proposed rule on selecting investment alternatives for defined contribution plans, which is still in the proposed stage and open to public comment. He outlines five opportunities for fiduciaries: a clearer definition of prudence, a process-based Safe Harbor providing a presumption of prudence, expanded investment flexibility, reduced litigation friction, and improved portfolio diversification opportunities. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: htt...
2026-04-2408 min
Be More Than A FiduciaryFF5 #97 - Fiduciary Duties in Selecting Designated Investment Alternatives (Part 1)In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor and Employee Benefits Security Administration’s proposed rule on fiduciary duties in selecting investment options for participant-directed plans like 401(k)s, emphasizing prudence, documentation, and due diligence while exploring expanded fiduciary discretion. He expresses his own feedback, raising concerns about the lack of some specificity on required benchmarks and questions the lack of guidance on the use of formal investment policy statements.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Emai...
2026-04-0311 min
Be More Than A FiduciaryFF5 #96 - An Update - Private Assets in DC PlansIn this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's (DOL) proposed rule on private assets like private equity, credit, and real estate in defined contribution plans. The rule, expected for public comment very soon, will likely emphasize the fiduciary process for selecting and monitoring investments rather than setting specific asset allocation caps. Dyson highlights the importance of liquidity, valuation, and fee transparency in managing private assets. He suggests that committees and advisors should develop a clear evaluation framework, document decision-making processes, and align these with appropriate experts. Connect w...
2026-03-2713 min
Be More Than A FiduciaryFF5 #95 - 404c ProtectionIn this episode of Friday Fiduciary Five, Eric Dyson talks about ERISA 404(c) protection. He emphasizes the importance of this regulatory Safe Harbor, which shields fiduciaries from liability for participant-directed investment outcomes if certain conditions are met. Key requirements include offering a broad range of investment options, daily liquidity (although not explicitly stated in 404(c) - the norm for these days), and sufficient information for informed decisions. Also required disclosures to participants that the plan intends to comply with ERISA 404(c). Eric notes that many plans may not fully comply, especially with explicit 404(c) disclosures. He advises plan fiduciaries to...
2026-03-2011 min
Be More Than A FiduciaryFF5 #92 - EBSA Proposed Regs on PBM Fee TransparencyIn this episode of Friday Fiduciary Five, Eric Dyson talks about the Employee Benefit Security Administration's January 29, 2026, proposal to enhance transparency into pharmacy benefit manager (PBM) fee disclosures. The proposal aims to provide ERISA plan fiduciaries with clearer information on PBM compensation, including direct and indirect revenue streams. If finalized, PBMs and associated brokers must disclose detailed compensation at regular intervals for the benefit of plan sponsors. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com...
2026-02-0611 min
Be More Than A FiduciaryFF5 #89 - An Open Call for Podcast Guests - Case StudiesIn this episode of Friday Fiduciary Five, Eric Dyson talks about seeking more plan sponsors as podcast guests to provide valuable insights to other committee members and peers, service providers, advisors, and other professionals in the ERISA retirement and healthcare sectors. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.
2026-01-0905 min
Be More Than A FiduciaryFF5 #86 - A Thought for 2026In this episode of Friday Fiduciary Five, Eric Dyson explores why plan sponsors and finance professionals should carefully consider how record-keeping fees are paid in 401(k), 403(b), and 457 plans. He explains that having companies directly write checks for these fees can reduce fiduciary risk and enhance transparency. Dyson notes that the Department of Labor (DOL) does not take a position on how fees are paid, as long as plan participants are not unfairly burdened. He also discusses the potential use of plan forfeitures to offset these expenses, while pointing out that Safe Harbor plans typically generate minimal forfeitures. The...
2025-12-1906 min
Be More Than A FiduciaryFF5 #84 - Thanksgiving Message 2025In this episode of Friday Fiduciary Five, Eric Dyson expresses gratitude to his podcast audience, which includes ERISA advisors, service providers, and listeners. He highlights the importance of committee members and plan sponsors as guests, noting that episodes featuring them are the most popular. Dyson also thanks his production team at Turnkey Productions for their hard work. He encourages listeners to suggest guests and emphasizes the significance of basic life comforts, using a humorous anecdote to illustrate the abundance most Americans experience. Dyson concludes by wishing his audience a happy Thanksgiving and encouraging them to be thankful for their...
2025-11-2806 min
Be More Than A FiduciaryFF5 #83 - The IPS and Interpretive Bulletin 2016-1In this episode of Friday Fiduciary Five, Eric Dyson discusses the importance of clear and specific investment policy statements (IPS) for ERISA plans and non-ERISA plans like 403(b) and 457(b). He emphasizes that IPSs should not include language that suggests the committee or advisor is not bound by the terms, as this undermines the purpose of having an IPS. Dyson references the Department of Labor's Interpretive Bulletin 2016-1, which states that IPSs are documents governing the plan and must be followed by investment managers. He advises against vague IPSs and suggests including concrete rules while still allowing for discretion.
2025-11-2107 min
Be More Than A FiduciaryFF5 #82 - Back to Basics - Plan DocumentsIn this episode of Friday Fiduciary Five, Eric Dyson emphasizes the importance of ERISA plan committee members and retirement plan professionals reviewing their plan documents and investment policy statements (IPS). He notes that forfeiture lawsuits can arise from non-compliance with plan documents. In addition to forfeiture issues, compensation definitions, eligibility, and auto-enrollment provisions of a plan document can be problematic if not observed correctly. Dyson outlines the four fiduciary duties under ERISA: prudence, loyalty, diversification, and adherence to plan documents. He advises regular reviews of these documents and IPSs, including understanding benchmarks, modern portfolio theory, and metrics like the Sh...
2025-11-1404 min
Dyson Leadership Podcast5 Characteristics of Highly Effective LeadersIn this episode of the Dyson Leadership Podcast, host Nick Dyson discusses five key characteristics of highly effective leaders: empathy, decisiveness, integrity, vision, and adaptability. He emphasizes the importance of these traits in leadership and how they contribute to a leader's effectiveness and impact on their followers. Through personal anecdotes and examples, Nick illustrates how these characteristics can be developed and applied in various leadership contexts.Please subscribe and drop a like on the video!Learn more about services offered by Dyson Leadership at: https://DysonLeadership.com**********************************This video and video description contain links to affiliate/partner sites and...
2025-08-1814 min
Be More Than A FiduciaryFF5 #69 - What's Hot?In this episode of the Friday Fiduciary Five, Eric Dyson discusses the current “Hot Topics” for ERISA plans. Leading the list is the Cunningham v. Cornell decision, which shifts the burden of proving exemptions in prohibited transactions to fiduciaries. Fee and forfeiture litigation remains active, with dozens of new cases this year. Health plan fiduciary risks—such as mental health parity rules and PBM transparency—are under increased scrutiny. SECURE 2.0 compliance, especially auto-enrollment and catch-up contributions, is still a key focus. Emerging risks around AI, cryptocurrency, ESG, and private equity in 401(k) plans are also highlighted. Dyson emphasizes strong fiduciar...
2025-07-1809 min
Be More Than A FiduciaryFF5 #68 - The DOL Weighs in on Forfeiture LitigationIn this episode of Friday Fiduciary Five, Eric Dyson discusses the Department of Labor’s (DOL) position in the forfeiture-related case Hutchins vs. Hewlett Packard, Inc. The DOL submitted an amicus brief supporting the court’s dismissal of the plaintiffs’ complaint, agreeing that Hewlett Packard acted within the discretion granted by its plan document. Dyson stresses the importance of following plan documents and recommends consulting advisors, attorneys, record keepers, and TPAs to ensure compliance. He explains that plan sponsors are allowed to use forfeitures to pay plan expenses or fund employer contributions, depending on what the plan permits. Dyson warns...
2025-07-1112 minDyson Leadership PodcastSilent Things Destroying Your Team's MoraleIn this episode of the Dyson Leadership Podcast, Nicolas Dyson discusses the silent factors that can destroy team morale. He emphasizes the importance of recognition, clear communication, growth opportunities, and addressing toxic behavior in the workplace. The conversation provides actionable steps for leaders to improve morale and foster a positive work environment.Learn more about services offered by Dyson Leadership at: https://DysonLeadership.com**********************************This video and video description contain links to affiliate/partner sites and companies in which Nick Dyson will earn an affiliate commission or referral bonus. Nick Dyson is part...
2025-06-0619 min
Be More Than A FiduciaryFF5 #62 - Forfeiture Lawsuits - Read Your Plan Document PLEASE!In this episode of Friday Fiduciary Five, Eric Dyson talks about the recent surge of forfeiture lawsuits and urges plan fiduciaries, advisors, and committee members to scrutinize their fiduciary processes rigorously. Referencing previous episodes on the topic, Dyson summarizes lawsuits filed by the Schlichter Bogard law firm, which allege that plan sponsors violated fiduciary duties by not using forfeitures in accordance with plan documents, thereby contravening the duty to follow plan terms consistent with ERISA. He emphasizes the importance of reviewing plan documents, operating plans as intended, and clearly outlining policies on forfeitures to mitigate litigation risks.
2025-05-1609 minDyson Leadership Podcast10 Key Traits of Servant LeadershipIn this episode of the Dyson Leadership Podcast, Nick Dyson explores the ten key characteristics of servant leadership. He emphasizes the importance of listening, empathy, healing, awareness, persuasion, vision, stewardship, commitment to growth, and building community. Each characteristic is discussed in detail, highlighting how they contribute to effective leadership and organizational success. The conversation encourages leaders to adopt these traits to foster a supportive and thriving workplace culture.Learn more about services offered by Dyson Leadership at: https://DysonLeadership.com**********************************This video and video description contain links to affiliate/partner sites and companies in which Nick Dyson will earn...
2025-05-0820 minDyson Leadership PodcastCommunication Across GenerationsIn this episode of the Dyson Leadership Podcast, Nicolas Dyson discusses the complexities of managing a multi-generational workforce. He highlights the distinct communication styles of different generations, including the Silent Generation, Baby Boomers, Gen X, Millennials, and Gen Z. The conversation emphasizes the importance of understanding these differences to improve workplace communication and productivity. Dyson provides practical tips for leaders to evaluate and adapt their communication strategies to better connect with their teams, ultimately fostering a more effective and harmonious work environment.Learn more about services offered by Dyson Leadership at:https://DysonLeadership.com**********************************This...
2025-03-1016 minDyson Leadership PodcastNiche to Be Rich w/ Ann McNeill
In this episode of the Dyson Leadership Podcast, Nick Dyson interviews Ann McNeil, a master wealth builder and expert on Napoleon Hill's 'Think and Grow Rich.' Ann shares her personal journey of growth and development, emphasizing the importance of mindset, goal setting, and understanding the different businesses one is involved in. She introduces the concept of 'Niche to Be Rich' and outlines six keys to achieving wealth and success, encouraging listeners to read, learn, and take actionable steps toward their dreams.
Connect with Ann McNeill: https://annmcneill.com/
LinkedIn: https://www...
2025-02-0438 min
Be More Than A FiduciaryFF5 #45 - ERISA Fiduciary Training ReferenceIn this episode of Friday Fiduciary Five, Eric Dyson talks about ERISA fiduciary training resources for plan committee members and advisors. He outlines a comprehensive document covering four core duties: loyalty, prudence, diversification, and adherence to plan documents, and three additional duties: avoiding prohibited transactions, conflicts of interest, and reasonable cost management. Dyson lists 16 essential documents committee members should be familiar with, including the plan document, Form 5500, and compliance notifications. He also highlights five key DOL documents for training purposes, emphasizing the importance of understanding fiduciary responsibilities and regulatory changes.Connect with Eric Dyson:
2025-01-1710 minDyson Leadership PodcastLiving An Autentic Life w/ Cory DunhamIn this episode of the Dyson Leadership Podcast, host Nick Dyson engages with Cory Dunham, who shares his journey towards living authentically and the importance of self-confidence in leadership. They discuss the significance of time management, the impact of relationships, and the role of faith in personal and professional growth. Cory emphasizes the need for action and the value of surrounding oneself with supportive individuals. The conversation concludes with advice for young professionals on navigating their careers and the importance of building meaningful connections.
Connect with Cory: https://corydunham.com/
Cory's LinkedIn: https://www.linkedin...
2025-01-1434 minDyson Leadership Podcast5 Traits for Leaders to Grow in 2025In this episode of the Dyson Leadership Podcast, Nick Dyson discusses five essential Traits for leaders to adopt in 2025. He emphasizes the importance of having a clear vision, improving communication skills, cultivating a growth mindset, celebrating small wins, and leading with intentionality. Each trait is explored in detail, providing actionable insights for listeners to implement in their personal and professional lives.
Learn more about services offered by Dyson Leadership at:
https://DysonLeadership.com
*********************************
*This video and video description contain links to affiliate/partner sites and companies in which...
2025-01-0811 minDyson Leadership PodcastThis Simple Action Helps Successful People Focus Every YearThis episode of the Dyson Leadership Podcast, Nick dives into the idea of picking a word to focus on for the year. This is a practice many leaders and highly successful people do. If you've never tried it, this year is the year to do it! Join Nick as he explains and discusses this topic in this episode.
Please subscribe and drop a like on the video!
Learn more about services offered by Dyson Leadership at:
https://DysonLeadership.com
*********************************
*This video and video...
2024-12-3011 min
Be More Than A FiduciaryEric Dyson - Selling vs NegotiatingIn this episode, Eric discusses:General concepts on negotiation The best timing for price negotiationThe give and take of negotiationsSelling should be a win-win processKey Takeaways:Develop a framework with priorities, goals, and objectives before conducting a record keepers search. This needs to take place well before selling and negotiating ever start.Negotiate price towards the end of the process, not early on.Never give away something without getting something in return during negotiations.Selling is a win-win process focused on solving problems and fulfilling genuine needs, while negotiation involves give and ta...
2024-12-2520 minDyson Leadership Podcast3 Big Things Coming From Dyson Leadership in 2025This week, Nick takes a quick break to share some exciting news about Dyson Leadership for 2025. Big service offerings are coming, and more!
To learn more about the Nehemiah Initiative visit: https://dysonleadership.com/nehemiah-Initiative-online-community
To learn more about the Dyson Leadership Academy visit: https://dysonleadership.com/dyson-leadership-academy
To learn more about DISC visit: DysonLeadership.com/DISC
Connect with Nick and follow on social media: https://linktr.ee/dysonleadership
DysonLeadership.com
*This video and Video/Podcast description contain links to affiliate/partner sites and comp...
2024-11-2615 minDyson Leadership PodcastWhat Stops People From Getting Promoted w/ Diana AltThis week on the Dyson Leadership Podcast, Nick interviews Diana Alt an executive and career growth strategist. Diana helps people take charge of aligning life and livelihood. Diana uses her 20+ years of experience in corporate product development roles to help people get out of their own way by building confidence, setting boundaries, and casting a vision for an awesome career and life. She believes work should feel good, not like a long slow march towards oblivion.
Diana helps individuals and organizations to make work awesome through her coaching, consulting, and training services. She helps people identify ideal...
2024-11-1838 minDyson Leadership PodcastCutting Through the AI Hype w/ Tina DaoThis week on the Dyson Leadership Podcast, Nick interviews Tina Dao from Liberated Leaders to discuss Artificial Intelligence (AI) and what impacts it will have on businesses and leaders.
Liberated Leaders Website: https://www.liberatedleaders.com/
Connect with Tina: https://www.linkedin.com/in/tinaldao/
Connect with Nick and follow on social media: https://linktr.ee/dysonleadership
*This video and Video/Podcast description contain links to affiliate/partner sites and companies in which Nick Dyson will earn an affiliate commission or referral bonus. Nick Dyson is part of affiliate...
2024-11-0734 minDyson Leadership PodcastThe Dangerous Status Quo of High Stress and Low Happiness for Employees Ft. Garrett DelphThis week on the Dyson Leadership Podcast is the Founder and CEO of Clarity Ops, LLC. Clarity Ops is
an operations efficiency partner, helping businesses eliminate inefficiencies, reduce bloated expenses, simplify chaotic value chains, and support leadership with their struggles in scaling teams.
Clarity Ops Website: https://clarityops.co/
Connect with Garrett: https://www.linkedin.com/in/garrettdelph/
Books Discussed in this Episode:The Trillion Dollar Coach - https://amzn.to/4f23ZGB
Connect with Nick and follow o...
2024-10-2834 minDyson Leadership PodcastNavigating Life's Transitions w/ Taylor MorganThis week on the Dyson Leadership Podcast you will hear the story and experiences of Taylor Morgan, host of the Courage in the Calling Podcast. Taylor experienced several life changes and interviews guests who have all undergone different major transitions in their lives or careers. Taylor now focuses on helping people navigate these transitional phases in life through her podcast and business.
Connect with Taylor online:
Website: https://www.courageinthecalling.com/
LinkedIn: https://www.linkedin.com/in/taylor-eblen/
Books discussed in this episode: What if Pigs Can Fly...
2024-10-2135 min
Be More Than A FiduciaryFF5 #31 DOL TDF Guidance - Document the ProcessIn this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's Target Date Fund (TDF) guidance. He emphasizes the importance of documenting the selection and review process for TDFs, including decisions and rationale.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It...
2024-10-1107 minDyson Leadership PodcastThe Foundations of Self-LeadershipDue to the need of rescheduling guests and episodes after Hurricane Helene hit NC, Nick will be doing back-to-back episodes on the topic of self-leadership. Beginning with this episode discussing some of the foundational aspects of self-leadership.
Be sure to tune in and listen because the first person you must lead, is yourself.
Follow Nick on Social Media:
Socials and more on Linktree!
https://linktr.ee/dysonleadership
*This video and Video/Podcast description contain links to affiliate/partner sites and companies in which Nick Dyson will earn an affiliate commission or referral bonus. Nick Dyson...
2024-10-0717 min
Be More Than A FiduciaryFF5 #30 DOL TDF Guidance - Use of Third-Party ResourcesIn this episode of Friday Fiduciary Five, Eric Dyson talks about the use of third-party tools in evaluating target date funds (TDFs) as per DOL TDF guidance. He emphasizes the importance of using these tools to adhere to the guidance and how available resources have evolved since TDF guidance was first issued in 2013. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained here...
2024-10-0405 min
Be More Than A FiduciaryEric Dyson: LeadershipIn this episode, Eric discussed:Defining your purpose Finding the right peopleBringing out the best in your team The key to effective leadership Key Takeaways:Define your purpose and allow for that purpose to evolve over time. Defining your purpose is a crucial step for leaders from various fields, including parents. Purpose can change and leaders should adapt their philosophy accordingly. Don’t just look for excellent employees, find the right people for the right role. Finding the right people for the right job and retaining them is a challenging and continuous process. Once yo...
2024-10-0221 min.jpg)
The Voice of Job SeekersHow To Deploy Job Scam Awareness in 2024
I was a guest on the podcast “Young Professionals Career Catalyst,” Shelley Mailey of Dreamcatcher Career Coaching interviewed me. Be sure you subscribe to Shelley’s podcast. Job scams affect younger and older generations differently.
Shelley and I discuss the severity of job scams, noting a Better Business Bureau statistic of $2 billion in annual losses. Job scams affect younger and older generations differently. Younger people frequently fall for scams due to desperation for career opportunities, while older adults tend to lose more money per scam.
I describe the tactics scammers use, emphasizing the import...
2024-10-0137 min
Be More Than A FiduciaryFF5 #29 DOL TDF Guidance - Effective Employee CommunicationsIn this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of effective employee communications regarding target date funds, highlighting a white paper that found that 80% of participants understood that TDFs do not offer a guarantee, leaving 20% with a misperception. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and...
2024-09-2703 minDyson Leadership PodcastThe Impact of Being an Author w/ Ouly ReymondJoin Nick as he interviews international trainer and author Ouly Reymond. Ouly is a Maximum Performance Coach and is a world vice-champion in judo in the veteran category. His experiences help his clients develop a strong discipleship for a strong body and mind.Currently, as a maximum performance coach, he offers a global service that integrates all of his expertise.
Follow Ouly on Social Media:
https://www.linkedin.com/in/oulyreymond/
https://www.instagram.com/maximium_performance
https://www.youtube.com/@maximium_performance
...
2024-09-2335 min
Be More Than A FiduciaryFF5 #28 - LeadershipIn this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of leadership in the retirement plan space, drawing on his 10 years of Navy leadership experience. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation of a...
2024-09-2003 minDyson Leadership PodcastLeadership Lessons from the Firehouse w/ Rick DavisJoin Nick this week for an exciting episode with a guest with over 30 years of leadership, fire service, and military experience. Rick Davis is the owner of The Fire Officer Leadership Academy, a retired Battalion Chief, and a veteran of the U.S. Air Force and Marine Corps.
Fire Officer Leadership Academy: https://www.fireofficerleadershipacademy.com/
Connect with Rick: https://www.linkedin.com/in/rick-davis-620ba611/
Rick's Book - The Furnance of Leadership Development: https://amzn.to/4epYrFb
Rick's Podcast: https://podcasts.apple.com/us/podcast/firehouse-talks-with-jersey-rick-igniting-leadership/id1731423346
2024-09-1643 min
Be More Than A FiduciaryFF5 #27 - DOL TDF Guidance - Non-Proprietary TDFsIn this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on target-date funds (TDFs), emphasizing the importance of inquiring about non-proprietary TDFs, regardless of plan size, as per DOL guidance. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is n...
2024-09-1307 minDyson Leadership PodcastClifton Strengths and Overcoming Labels w/ Jeff BryantJoin Nick this week with an interview with Jeff Bryant, discussing Clifton Strengths and how that tool can help you better understand yourself and your skills. During the discussion, Nick and Jeff dive deeper into Jeff's work with youth with his non-profit and the topic of overcoming labels.
Learn more about I Pour Life: https://ipourlife.org/
Contact Jeff: jeff@clearpathcoaching.com
Books Discussed in this Episode:
Atomic Habits - https://amzn.to/4ga7RpY
Boundaries - https://amzn.to/3AV9eJf
2024-09-0936 min
Be More Than A FiduciaryFF5 #26 - DOL TDF Guidance - Review TDF Fund FeesIn this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of reviewing fund fees and investment expenses in target date funds (TDFs) for ERISA plan committee members and industry professionals.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to...
2024-09-0606 min
Be More Than A FiduciaryFF5 #25 - DOL TDF Guidance - Understand TDF Investments and GlidepathIn this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of understanding TDF investments and glide paths, highlighting the need for tools to match demographics with the right glide path.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to...
2024-08-3006 min
Be More Than A FiduciaryFF5 #24 DOL TDF Guidance - Periodic TDF ReviewIn this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on establishing a process for periodic review of selected target date funds (TDFs). Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific reco...
2024-08-2306 minDyson Leadership PodcastCultivating A Culture For Failure | John RichardsonJoin Nick this week as he dives into a discussion with John Richardson of Tone Solutions about the idea of a culture for failure. John has over 25 years of Supply Chain Industry experience and is a veteran of the U.S. Marines.
John was awarded the Supply & Demand Pros to Know award in 2016 and 2020 and has help numerous high profile roles at organizations including: JB Hunt, Walmart, Chainalytics, Transportation Insight, and Genpact.
Connect with Michael online at: https://www.linkedin.com/in/john-richardson-analytics/
Learn more about Tone...
2024-08-1934 min
Be More Than A FiduciaryFF5 #23 - DOL TDF Guidance - Comparing and Selecting TDFsIn this episode of Friday Fiduciary Five, Eric Dyson talks about the need for careful comparison, selection, and documentation in choosing Target Date Funds. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation of any type of prod...
2024-08-1607 minDyson Leadership PodcastFrom Education To Coach of Thousands | Dr. Michelle BurkhardJoin Nick this week as he is joined by Dr. Michelle Burkhard of Grow By 1, LLC. Be sure to tune in and listen close as she shares wisdom with you on the podcast today!
Dr. Michelle Burkhard is the Owner of Grow By 1 and she is a Coach Doctor. She uses her extensive background in the education field to help educational coaches and leaders increase their effectiveness and efficiency when influencing others.
She is a highly requested speaker and trainer in 7 different time zones and recently celebrated episode #1,300 of her...
2024-08-1244 min
Be More Than A FiduciaryFF5 #22 - DOL TDF Guidance - Glidepath DeterminationIn this episode of the Friday Fiduciary Five, Eric Dyson talks about evaluating and selecting target date funds based on a glide path fit according to participants' demographics and risk tolerance. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a sp...
2024-08-0908 minDyson Leadership PodcastBiblical Wisdom for Everyday Ft. Daniel FirstThis week on the Dyson Leadership Podcast, join Nick as he interviews the Author of Wisdom Cries Out, Pastor Daniel First. Daniel joins to share about his book and how the Bible contains wisdom that is applicable to everyday life, career, decision-making, and more!
Purchase Wisdom Cries Out by Daniel First: https://amzn.to/46wYIn6
Books Discussed in this Episode:
The Gulag Archipelago, 1918-1956: An Experiment in Literary Investigation (Volume One) -https://amzn.to/3SCblHJ
Connect with Nick and follow on social media: https://linkt...
2024-08-0535 min
Be More Than A FiduciaryFF5 #21 - DOL TDF Guidance - It's More Than "To vs Through"In this episode of Friday Fiduciary Five, Eric Dyson talks about the differences among TDFs, including how this is referenced in DOL TDF Guidance. This includes a consideration and understanding of investment strategies, glide paths, and fees. Eric emphasizes the need for fiduciaries to evaluate these factors when selecting a TDF.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is gene...
2024-08-0208 minDyson Leadership PodcastOvercoming Excuses and Realizing You Are a Leader Ft. Michael PopeThis week on the Dyson Leadership Podcast, Nick is joined by Michael J. Pope a Maxwell Leadership Certified Team member and Faculty Member.
With more than two decades of experience as an IT Professional, Michael J. Pope Jr's journey is a testament to the pursuit of a victorious life. Once entrenched in the traditional definition of success, Michael found himself yearning for something more profound and meaningful. He realized that the most significant challenges in the workplace were not technological but human, sparking a transformation from Software Developer to People Developer.This metamorphosis was fueled by...
2024-07-2929 min
Be More Than A FiduciaryFF5 #20 - DOL Target Date Guidance - Series PreviewAs an introduction and preview to a series - in this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on target date funds. He highlights eight key points from the guidance, including establishing a process for comparing and selecting target date funds. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and...
2024-07-2608 minDyson Leadership PodcastHickory Young Professionals LeaderCon 2024 Ft. Cameron BixbyThis week Nick is joined by Cameron Bixby to discuss the Hickory Young Professionals. A professional development and networking group based out of Hickory, NC. In August, HYP will be hosting their LeaderCon an annual leadership conference located at the Hickory Metro Convention Center.
Get Tickets for Leader Con: https://www.zeffy.com/en-US/ticketing/47fc4c76-1c4f-4143-9aa2-1a058bbf995f
Connect with Cameron on LinkedIn: https://www.linkedin.com/in/cameronbixby/
Books Discussed in this Episode:
Start With Why...
2024-07-2232 min
Be More Than A FiduciaryFF5 #19 - Revenue Share - The Devil is in the DetailsIn this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of understanding revenue share in ERISA plans, highlighting potential issues arising from a lack of understanding such as inadequate fee leveling due to exceptions and inequitable distribution of expenses.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided sol...
2024-07-1908 minDyson Leadership PodcastFinding Balance in Your Life Ft. Chad Potts of RevRX Wellness ConsultingDo you feel stressed, overwhelmed, anxious? Many do, and often, it is from a lack of balance in our lives. You need to prioritize your health, mental health, balance of work, family, faith, personal life, etc. It's hard, but balance can be found!
Join Nick as he dives into this discussion with Chad Potts of RevRX Wellness Consulting to hear his story and discuss the need for balance.
Connect with Chad online at: Facebook: https://www.facebook.com/profile.php?id=61553992475689
Instagram: @revrxwellnessconsulting
RevRX Website: htt...
2024-07-1537 min
Be More Than A FiduciaryFF5 #18 - Meeting Minutes - How Much is Enough?In this episode of Friday Fiduciary Five, Eric Dyson talks about why meeting minutes are important, and how appropriately detailed minutes make a big difference in demonstrating adherence to a fiduciary standard of care. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not inte...
2024-07-1208 minDyson Leadership PodcastBeing a Supportive Leader and Building Relationships Ft. Nicole AlyEpisode 4 of the Dyson Leadership Podcast features guest Nicole Aly. Nicole is a leadership coach from London, England, who joins the podcast to share one of her biggest passions: being a Supportive Leader.
In this episode, Nick and Nicole discuss what it means to be a supportive leader and how building relationships is essential for successful leadership.
Connect with Nicole on LinkedIn: https://www.linkedin.com/in/nicole-aly/
Books Discussed in this Episode:
Start With Why - https://amzn.to/4ct0APX
2024-07-0831 min
Be More Than A FiduciaryFF5 #17 - Placing Service Provider Fees at RiskIn this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of regularly reviewing service standards and negotiating fee concessions. He also talks about how a fiduciary should always evaluate service providers through regular surveys or assessments to ensure they are meeting their contractual obligations and delivering agreed-upon services.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is gen...
2024-07-0506 minDyson Leadership PodcastKeep Family/Work Balance and Communication in the Family Ft. Josh StranathanEpisode 3 of the Dyson Leadership Podcast featuring guest Josh Stranathan.
Josh Stranathan is a Maxwell Leadership Coach, Trainer, and Speaker, and Relationship Architect at STS Education.
Josh lives in Baltimore, MD, with his best friend Karen, and they have been married for 11 years, with 5 kids, Kaitlyn, who is married to Jake, Jj (Josh Jr), Noah, Emmett, and Sadie. They are a blended family that loves to learn and navigate life with laughter and real hard conversations.
Josh enjoys reading, running, and getting to know people and their...
2024-07-0139 minDyson Leadership PodcastEveryday Leadership and the 70/20/10 Model of Learning Ft. Derick DickensEpisode 1 of the Dyson Leadership Podcast with guest Derick Dickens. Derick Dickens is an accomplished professional with advanced degrees in Divinity, Business Administration, and Religion.
As a Senior Vice President in finance, he excels in leadership and organizational development, driving innovative strategies that have significantly increased company performance. Derick has mentored leaders across the United States and led process improvement initiatives, transforming organizations into highly engaged workplaces. He is an award-winning speaker and holds a certificate in the Chief Learning Officer program.
Derick’s passion is to help employees reach their potential, leaders to become be...
2024-07-0136 minDyson Leadership PodcastLeading With Character and Leadership in Law Enforcement with Earl Morrison
Episode 2 of the Dyson Leadership Podcast with guest Earl Morrison!
Drawing from over 29 years of leadership and organizational experience, Earl understands the detrimental impact of toxic environments on organizational growth. Issues like poor communication, lack of teamwork, negative mindsets, and unsuccessful recruitment hinder progress. If you're grappling with any of these challenges, it's crucial to take proactive steps to address them.
As a retired Chief of Police and former Assistant Director of the Council on Law Enforcement Education and Training, Earl brings unparalleled expertise to the...
2024-07-0132 min
Be More Than A FiduciaryFF5 #16 - Fiduciary Duty to Follow Plan DocumentsIn this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of adhering to ERISA plan documents. He highlights common non-compliance issues, such as using plan forfeitures, defining compensation, vesting, and service credit. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not...
2024-06-2805 min
Be More Than A FiduciaryFF5 #15 - Fiduciary Duty to Diversify InvestmentsIn this episode of Friday Fiduciary Five, Eric Dyson talks about the duty to diversify investments under ERISA. He also covers the guidance provided under ERISA section 404(c).Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a sp...
2024-06-2106 min
Be More Than A FiduciaryFF5 #14 - Fiduciary Duty of PrudenceIn this episode of Friday Fiduciary Five, Eric Dyson discusses the ERISA fiduciary duty of prudence. He talks about the importance of taking a proactive approach to plan management and monitoring, rather than neglecting these responsibilities due to inconvenience or other excuses.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided sole...
2024-06-1406 min
Be More Than A FiduciaryFF5 #13 - Fiduciary Duty of LoyaltyIn this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty of loyalty and acting exclusively in best the interest of plan participants and beneficiaries. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a sp...
2024-06-0708 min
Be More Than A FiduciaryFF5 #12 - ERISA Fiduciary Duties: Back to BasicsIn this episode of Friday Fiduciary Five, Eric Dyson begins a five-part series regarding ERISA plan fiduciary basic responsibilities. He talks about the four basic fiduciary duties in ERISA, which are the duty of loyalty, prudence, diversification, and following plan documents.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for...
2024-05-3104 minDyson Leadership PodcastDyson Leadership Podcast Trailer 1Coming in July, the Dyson Leadership Podcast! Get ready, subribe and follow as leaders and experts from around the world discuss all things leadership with you!
2024-05-2401 min
Be More Than A FiduciaryFF5 #11 What Does it Mean to Be More Than a Fiduciary?In this episode of Friday Fiduciary Five, Eric Dyson defines his use of the catchphrase “Be More Than a Fiduciary. He talks about how fiduciaries should prioritize the well-being of the people they serve and strive to be the best steward they can possibly be.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely...
2024-05-2406 min
Be More Than A FiduciaryFF5 #10 Write the Check!In this episode of Friday Fiduciary Five, Eric Dyson talks about why employers should consider paying for record-keeping and advisor fees via a billable invoice. He also talks about how employers can promote this as an additional benefit value for employees. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and inf...
2024-05-1706 min
Be More Than A FiduciaryFF5 #9 GAO Recommends DOL Update TDF GuidanceIn this episode of Friday Fiduciary Five, Eric Dyson talks about the recent Government Accountability Office (GAO) report regarding Target Date Funds in 401k retirement plans and their recommendations for the Department Of Labor regarding DOL TDF Guidance. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.I...
2024-05-1004 min
Be More Than A FiduciaryFF5 #8 RFP Every 3 to 5 Years; Guidance or Not?In this episode of Friday Fiduciary Five, Eric Dyson talks about RFPs and how frequent plan sponsors should conduct them and what language is used by the Department of Labor, as well as the source document for conducting RFPs and the suggested frequency.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational pur...
2024-05-0305 min
Be More Than A FiduciaryFF5 #7 You Can Delegate Authority But Not ResponsibilityIn this episode of Friday Fiduciary Five, Eric Dyson talks about to duty of plan committee fiduciaries to monitor their service providers. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation of any type of product or service discussed in this...
2024-04-2607 min
Be More Than A FiduciaryFF5 #6 - The ABC's of the CAA for your PBMIn this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of transparency and structure in managing healthcare plans, particularly when it comes to pharmacy benefit managers (PBMs) and rebates.Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific rec...
2024-04-1906 min
Be More Than A FiduciaryFF5 #5 IPS Language: A Fiduciary DecisionIn this episode of Friday Fiduciary Five, Eric Dyson provides an overview of the Investment Policy Statement considered to be a plan document and the language used in the Investment Policy Statement should be considered a fiduciary act. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not...
2024-04-1204 min
Be More Than A FiduciaryFF5 #4 - IPS Best Practices - BenchmarksIn this episode of Friday Fiduciary Five, Eric Dyson talks about the use of benchmarks in investment policy statements and how they should match those used in participant disclosures. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation of any type...
2024-04-0506 min
Be More Than A FiduciaryFriday Fiduciary Five #3: Using Your IPS As A RoadmapIn this episode of Friday Fiduciary Five, Eric Dyson talks about using your Investment Policy Statement as a roadmap, emphasizing making it flexible and specific in order for committee members to reach their retirement goals without confusion. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not inte...
2024-03-2905 min
Be More Than A FiduciaryFriday Fiduciary Five #2: Is the IPS a Plan Document According to ERISA?In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty to follow the plan document and whether the investment policy statement is considered a plan document by ERISA. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to prov...
2024-03-2204 min
Be More Than A FiduciaryFriday Fiduciary Five #1: Would’ve, Could’ve, Should’veIn this episode of Friday Fiduciary Five, Eric Dyson talks about the right question a fiduciary must ask themselves in order to be a truly prudent fiduciary. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a spec...
2024-03-1508 min
Be More Than A FiduciaryWelcome to 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. Wh...
2024-03-0810 min
OsloNewYork#1 Sigrid Bonde Tusvik og Astrid Dyson om digitale vennskap, dating i Oslo og søskenkjærlighetI aller første episode av OsloNewYork ringer Astrid Dyson til Sigrid Bonde Tusvik. Vi snakker om at hvit snø er digg(!), hvordan det er å fylle 40, bluser og søskenkjærlighet. Tusvik forteller også at det tok henne hele 44 år før hun spiste på fancy restaurant på Frogner. En fin prat om Oslo og New York. Vel bekomme. 🥰
2024-02-0153 min
Deep FutureScience Historian — George Dyson
I got to know George Dyson 23 years ago. When we started Blue Origin, one of the really cool and unusual things that happened is we hired a historian. We hired George to be there at the beginning and kind of see where this all began. We thought – not just because of hubris – we thought it was such a unique moment in history, to be able to try and make a go at going to space. George had us print shit out and stick it in a box. He said one of the big problems for historians is these days ever...
2024-01-111h 05
CONVO ChurchFreedom In Truth Part 2 // 2 Timothy 4 // Pastor Craig Dyson Welcome to this week's worship experience from CONVO Church! If we do not stand on the Truth of God in our life, we will miss out on the freedom that comes from that. We hope this experience Inspires Purpose, Encourages Life, and Builds Faith. Lean in and get free! Subscribe to this channel at http://youtube.com/convochurchIf you want to contribute to support the ministry of CONVO Church, you can give securely online at http://convochurch.com/give.Follow CONVO Church on Social Media:http://instagram.com/convochurchhttp://facebook.com/convochurch...
2022-10-0232 min
The Truth In This ArtAmplifying Voices: Carol Rhodes-Dyson - Curator of Reginald F. Lewis Museum | Showcasing African American Art, Curatorial Representation, and Uplifting Underrepresented ArtistsJoin us on 'The Truth in This Art' as we explore the beauty and complexity of art in all its forms, with your guide, Rob Lee. For today’s episode, we have Carol Rhodes-Dyson, the curator of the Reginald F. Lewis Museum, and her passion for promoting and amplifying the voices of artists of color is evident in her work. With significant curatorial experience gained through Busboys and Poets, she has organized and co-curated various exhibitions, including #Migration61 with the Phillips Collection and Implicit Bias with the Joan Hisaoka Smith Healing Arts Gallery. Carol's dedication to showcasing African American ar...
2022-02-0249 min
Free Spirits with Sparkle SidEPISODE 10: Fred Rogers with Pam DysonIt’s a beautiful day in the neighborhood… But what is that guy doing in the alleyway?!Fred Rogers seemed to be born with a single mission: To educate, motivate and uplift the children of his era to become better citizens through the power of television. His show “Mister Rogers Neighborhood” was one of the earliest programs to withstand the loud, active children’s shows of the 1960s, with his slow show pacing and gentle teachings using the Land of Make Believe. His values and beliefs remain more pertinent than ever in an uncertain time prior to an electio...
2020-10-221h 02
Free Spirits with Sparkle SidEPISODE 8: "That Thing You Do!" with Bruce DysonHiya darlings and galpals! Today we are celebrating a film anniversary this week!What happens when you put four high schoolers together from Erie, Pennsylvania to start a band but they’re nowhere near ready for the star status they become? There’s a movie just like this with lots of comedic moments that culminates into lots of one-liners, sarcastic humor and a band that just can’t quite write another song. Oh and did I mention this is set in the 1960s, at the height of the Beatles craze and the band is managed by a younge...
2020-10-081h 08