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Ed Dyson
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Be More Than A Fiduciary
FF5 #90 - We're Going to War!
In this episode of Friday Fiduciary Five, Eric Dyson discusses the concept of preparing for potential regulatory scrutiny, drawing a parallel between military readiness and fiduciary responsibilities. He suggests that fiduciaries should assume the Department of Labor (DOL) could audit a plan within six months, prompting them to focus on defensive and proactive measures like updating plan documents and ensuring due diligence. Eric emphasizes the importance of both defensive and offensive strategies, including proactive participant education. He advises fiduciaries to anticipate regulatory scrutiny and prepare accordingly to mitigate risks and ensure compliance.Connect with...
2026-01-16
05 min
Be More Than A Fiduciary
FF5 #89 - An Open Call for Podcast Guests - Case Studies
In 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.
2026-01-09
05 min
Be More Than A Fiduciary
FF5 #86 - A Thought for 2026
In 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...
2025-12-19
06 min
Be More Than A Fiduciary
FF5 #84 - Thanksgiving Message 2025
In 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...
2025-11-28
06 min
Be More Than A Fiduciary
FF5 #83 - The IPS and Interpretive Bulletin 2016-1
In 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.
2025-11-21
07 min
Be More Than A Fiduciary
FF5 #82 - Back to Basics - Plan Documents
In 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...
2025-11-14
04 min
Dyson Leadership Podcast
5 Characteristics of Highly Effective Leaders
In 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...
2025-08-18
14 min
Be More Than A Fiduciary
FF5 #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...
2025-07-18
09 min
Be More Than A Fiduciary
FF5 #68 - The DOL Weighs in on Forfeiture Litigation
In 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...
2025-07-11
12 min
Dyson Leadership Podcast
Silent Things Destroying Your Team's Morale
In 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...
2025-06-06
19 min
Be More Than A Fiduciary
FF5 #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.
2025-05-16
09 min
Dyson Leadership Podcast
10 Key Traits of Servant Leadership
In 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...
2025-05-08
20 min
Dyson Leadership Podcast
Communication Across Generations
In 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...
2025-03-10
16 min
Be More Than A Fiduciary
FF5 #48 - The Death of Revenue Share
In this episode of Friday Fiduciary Five, Eric Dyson talks about the persistence of revenue share in 401(k) plans, despite some advisors and plan sponsors moving away from it. He highlights a significant flaw in the thinking and fiduciary process that revenue share can be used to “hide” from the participants (to a degree) fees assessed to their account(s). Eric emphasizes the importance of understanding revenue share and considering other potential options for fee structures. He references Field Assistance Bulletins 2012-02r and 2003-03, which outline disclosure requirements. He notes that many plans that use revenue share do not i...
2025-02-07
06 min
Dyson Leadership Podcast
Niche 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...
2025-02-04
38 min
Be More Than A Fiduciary
Fiduciary vs Settlor Decisions
In this episode of Friday Fiduciary Five, Eric Dyson talks about the differences between fiduciary and settlor decisions in the context of ERISA plans. Fiduciary decisions, such as cost and investment monitoring, must be made in the best interest of plan participants with a duties of loyalty and prudence. Settlor decisions, like plan design and plan benefit levels, involve aspects like matching contributions and auto-enrollment. Eric emphasizes the importance of committee members, particularly those involved with decisions made on behalf of the company, such finance professionals and in-house counsel, wear two different hats: one for the company and one...
2025-01-31
08 min
Be More Than A Fiduciary
FF5 #46 - The Plan Document - A Fiduciary Duty
In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of adhering to the plan document in both ERISA-regulated health and retirement plans. He emphasizes the four basic fiduciary duties: loyalty, prudence, asset diversification, and following the plan document. He advises plan advisors and committee members to ensure the plan document is clear, integrated into HR systems, and understood by all committee members. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in...
2025-01-24
04 min
Be More Than A Fiduciary
FF5 #45 - ERISA Fiduciary Training Reference
In 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:
2025-01-17
10 min
Dyson Leadership Podcast
Living An Autentic Life w/ Cory Dunham
In 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...
2025-01-14
34 min
Be More Than A Fiduciary
FF5 #44 - ERISA Fiduciary Training
In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of ERISA fiduciary training for plan committee members, emphasizing that those with the most responsibility and liability often receive the least training. He highlights the need for clear, dedicated training sessions rather than brief mentions in quarterly meetings. 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...
2025-01-10
08 min
Dyson Leadership Podcast
5 Traits for Leaders to Grow in 2025
In 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...
2025-01-08
11 min
Be More Than A Fiduciary
What Does it Mean to "Be More Than a Fiduciary?"
In this episode, Eric discuss:Going beyond obligations The difference stewardship makesProcedural and substantive prudenceBehavioral governance Key Takeaways:Being a fiduciary is about meeting legal obligations, but being "more than a fiduciary" involves going beyond just meeting obligations to focus on achieving favorable participant outcomes through good stewardship.Fiduciary obligations are the foundation, but in defined contribution plans, you can meet all legal obligations and still get zero results for participants. Stewardship focuses on advocating for things like increased employer contributions even if not legally required.The fiduciary standard of care involves both pr...
2025-01-08
28 min
Be More Than A Fiduciary
FF5 #43 The Ghost of ERISA Yet to Come
In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of retirement income solutions within ERISA plans. Eric references the key words in ERISA - “Retirement Income Security,” and highlights the importance of providing retirement security solutions.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 purpose...
2025-01-03
04 min
Be More Than A Fiduciary
The Tug of War in ERISA Forfeiture Lawsuits
In this episode, Eric discussed:The metaphorical IRS vs. ERISA Tug-of-War on ForfeituresERISA Fiduciary Duties and the Plan DocumentForfeiture Lawsuits and Plan Document Compliance Reviewing and Updating the Plan Document for ForfeituresKey Takeaways:There is a proverbial "tug of war" between IRS regulations for qualified plans and ERISA fiduciary principles when it comes to the use of forfeiture funds. IRS allows 3 options, while ERISA views forfeiture funds as plan assets that must be used in the best interest of participants.ERISA fiduciaries have key duties, including following the plan document, which is c...
2025-01-01
14 min
Dyson Leadership Podcast
This Simple Action Helps Successful People Focus Every Year
This 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...
2024-12-30
11 min
Be More Than A Fiduciary
FF5 #42 The Ghost of ERISA Present
In this episode of Friday Fiduciary Five, Eric Dyson talks about keeping the core fiduciary principles – prudence, loyalty, following plan docs, and diversifying assets – at the forefront, while navigating intricate compliance details. 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...
2024-12-27
04 min
Be More Than A Fiduciary
Eric Dyson - Selling vs Negotiating
In 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...
2024-12-25
20 min
Be More Than A Fiduciary
FF5 #41 The Ghost of ERISA Past
In this episode of Friday Fiduciary Five, Eric Dyson talks about the need for similar fee disclosure standards and prudent fiduciary oversight for retirement plans and healthcare. There are lessons to be learned from past ERISA retirement plan fee 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...
2024-12-20
05 min
Be More Than A Fiduciary
FF5 #40 - A Special Army Navy Game Edition
In this special episode of Friday Fiduciary Five, Eric Dyson talks about the significance of the Army-Navy football game. He highlights the game's unique status as a global event, with both teams being highly ranked and the game being the only major Division I football game on its day. 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 natu...
2024-12-13
06 min
Be More Than A Fiduciary
FF5 #39 - Leadership Philosophy Wrap Up
In this episode of Friday Fiduciary Five, Eric Dyson wraps up a series on leadership philosophy for ERISA professionals and others in leadership roles. He outlines the seven guiding principles: defining and refining purpose, finding the right people, training them, providing necessary tools, setting standards for excellence, recognizing achievements, and being an inspiration. He also provides suggested next steps and processes for you to develop your own leadership philosophy.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.co...
2024-12-06
06 min
Be More Than A Fiduciary
FF5 #38 - Leadership Philosophy - Be an Inspiration
In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of being an inspiration. He outlines seven principles: defining and refining purpose, finding the right people, training them, setting high standards, recognizing efforts, and inspiring others.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.
2024-11-29
06 min
Dyson Leadership Podcast
3 Big Things Coming From Dyson Leadership in 2025
This 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...
2024-11-26
15 min
Be More Than A Fiduciary
FF5 #37 - Pat Them on the Back Often Enough
In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of encouraging your team as part of effective leadership. He emphasizes that leaders should be encouragers, not just critics, to foster dedication and respect among their teams. Eric explains that consistent encouragement builds an emotional bank account, allowing leaders to be firm when necessary. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ Th...
2024-11-22
04 min
Dyson Leadership Podcast
What Stops People From Getting Promoted w/ Diana Alt
This 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...
2024-11-18
38 min
Be More Than A Fiduciary
FF5 #36 Give Them the Tools They Need
In this episode of Friday Fiduciary Five, Eric Dyson highlights the importance of providing people with the tools they need to succeed. Drawing from his Navy days, he shares how true support goes beyond resources to include trust, authority, and open dialogue. Hear stories of leaders who inspired him and discover how empowering your team can drive real success.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The...
2024-11-15
07 min
Be More Than A Fiduciary
FF5 #35 Leadership Philosophy - Train Them Right
In this episode of Friday Fiduciary Five, Eric Dyson talks about training employees effectively. He references "A Message to Garcia," a true classic that instills the value of completing tasks without excuses. Eric shares experiences from his Navy career, highlighting the significance of punctuality and thoroughness. He also draws parallels to customer service, noting that timely and responsive communication is crucial. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/
2024-11-08
11 min
Dyson Leadership Podcast
Cutting Through the AI Hype w/ Tina Dao
This 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...
2024-11-07
34 min
Be More Than A Fiduciary
FF5 #34 Leadership Philosophy - Find the Right People
In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of finding the right people. He references an Old Testament Bible verse from King Solomon to illustrate the rarity of finding the right individual out of many. Eric advises a continuous search for qualified candidates and shares anecdotes from his experience in various roles, including in sales and as a chief engineer. Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kgu...
2024-11-01
07 min
Dyson Leadership Podcast
The Dangerous Status Quo of High Stress and Low Happiness for Employees Ft. Garrett Delph
This 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...
2024-10-28
34 min
Be More Than A Fiduciary
FF5 #33 Leadership Philosophy - Define Your Purpose
In this episode of the Friday Fiduciary Five, Eric Dyson talks about the importance of defining and refining one's purpose in leadership. He outlines a leadership philosophy that includes defining and refining one's purpose, finding the right people, training them, setting high standards, and being an inspiration. 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 p...
2024-10-25
09 min
Dyson Leadership Podcast
Navigating Life's Transitions w/ Taylor Morgan
This 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...
2024-10-21
35 min
Be More Than A Fiduciary
FF5 #32 - Leadership Philosophy - What You Believe
In this episode of Friday Fiduciary Five, Eric Dyson discusses the importance of a leader's belief system in shaping a leadership philosophy. He emphasizes that a leader's beliefs about people and natural laws are foundational. Eric encourages leaders to reflect on their own beliefs and to begin developing a leadership framework that aligns with their values.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The...
2024-10-18
07 min
Dyson Leadership Podcast
Cultivating a Growth Mindset
As a follow-up to last week's episode, Nick is back to discuss Self-Leadership again. This week specifically looking at the idea of a Growth Mindset. Are you growing? Do you desire to have a growth mindset? Tune in to learn what it means and how to start your growth journey today! Podcast episodes featuring guests will return next week, stay tuned for some great guests coming soon! Follow Nick on Social Media:Socials and more on Linktree!https://linktr.ee/dysonleadership*This video and Video/Podcast description contain...
2024-10-14
18 min
Be More Than A Fiduciary
FF5 #31 DOL TDF Guidance - Document the Process
In 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...
2024-10-11
07 min
Dyson Leadership Podcast
The Foundations of Self-Leadership
Due 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...
2024-10-07
17 min
Be More Than A Fiduciary
FF5 #30 DOL TDF Guidance - Use of Third-Party Resources
In 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...
2024-10-04
05 min
Be More Than A Fiduciary
Eric Dyson: Leadership
In 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...
2024-10-02
21 min
The Voice of Job Seekers
How 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...
2024-10-01
37 min
Be More Than A Fiduciary
FF5 #29 DOL TDF Guidance - Effective Employee Communications
In 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...
2024-09-27
03 min
Dyson Leadership Podcast
The Impact of Being an Author w/ Ouly Reymond
Join 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 ...
2024-09-23
35 min
Be More Than A Fiduciary
FF5 #28 - Leadership
In 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...
2024-09-20
03 min
OsloNewYork
#7 Tinder for mammaer, en gjenforening med Hanne Linnesholm
Astrid Dyson og Hanne Linnesholm gjenforenes endelig i podkastformat. Astrid Dyson har invitert sin x-podkastmakker, og venninne, inn i podkaststudioet Flink Pike. Hanne Linnesholm har fått to kjappe (barn), og etter flere år uten kjempemasse kontakt, gjenforenes de for å snakke om livet etter fødsel og utfordringer med helsen. Bli på en følelsesladet og humoristisk episode om vennskap og moderskap.
2024-09-17
39 min
Dyson Leadership Podcast
Leadership Lessons from the Firehouse w/ Rick Davis
Join 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
2024-09-16
43 min
Be More Than A Fiduciary
FF5 #27 - DOL TDF Guidance - Non-Proprietary TDFs
In 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...
2024-09-13
07 min
Dyson Leadership Podcast
Clifton Strengths and Overcoming Labels w/ Jeff Bryant
Join 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
2024-09-09
36 min
Be More Than A Fiduciary
FF5 #26 - DOL TDF Guidance - Review TDF Fund Fees
In 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...
2024-09-06
06 min
Be More Than A Fiduciary
FF5 #25 - DOL TDF Guidance - Understand TDF Investments and Glidepath
In 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...
2024-08-30
06 min
Be More Than A Fiduciary
FF5 #24 DOL TDF Guidance - Periodic TDF Review
In 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...
2024-08-23
06 min
Dyson Leadership Podcast
Cultivating A Culture For Failure | John Richardson
Join 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...
2024-08-19
34 min
Be More Than A Fiduciary
FF5 #23 - DOL TDF Guidance - Comparing and Selecting TDFs
In 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...
2024-08-16
07 min
Dyson Leadership Podcast
From Education To Coach of Thousands | Dr. Michelle Burkhard
Join 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...
2024-08-12
44 min
Be More Than A Fiduciary
FF5 #22 - DOL TDF Guidance - Glidepath Determination
In 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...
2024-08-09
08 min
Dyson Leadership Podcast
Biblical Wisdom for Everyday Ft. Daniel First
This 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...
2024-08-05
35 min
Be More Than A Fiduciary
FF5 #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...
2024-08-02
08 min
Dyson Leadership Podcast
Overcoming Excuses and Realizing You Are a Leader Ft. Michael Pope
This 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...
2024-07-29
29 min
Be More Than A Fiduciary
FF5 #20 - DOL Target Date Guidance - Series Preview
As 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...
2024-07-26
08 min
Dyson Leadership Podcast
Hickory Young Professionals LeaderCon 2024 Ft. Cameron Bixby
This 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...
2024-07-22
32 min
Be More Than A Fiduciary
FF5 #19 - Revenue Share - The Devil is in the Details
In 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...
2024-07-19
08 min
Dyson Leadership Podcast
Finding Balance in Your Life Ft. Chad Potts of RevRX Wellness Consulting
Do 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...
2024-07-15
37 min
Be More Than A Fiduciary
FF5 #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...
2024-07-12
08 min
Dyson Leadership Podcast
Being a Supportive Leader and Building Relationships Ft. Nicole Aly
Episode 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
2024-07-08
31 min
Be More Than A Fiduciary
FF5 #17 - Placing Service Provider Fees at Risk
In 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...
2024-07-05
06 min
Dyson Leadership Podcast
Leading 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...
2024-07-01
32 min
Dyson Leadership Podcast
Everyday Leadership and the 70/20/10 Model of Learning Ft. Derick Dickens
Episode 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...
2024-07-01
36 min
Dyson Leadership Podcast
Keep Family/Work Balance and Communication in the Family Ft. Josh Stranathan
Episode 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...
2024-07-01
39 min
Be More Than A Fiduciary
FF5 #16 - Fiduciary Duty to Follow Plan Documents
In 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...
2024-06-28
05 min
Be More Than A Fiduciary
FF5 #15 - Fiduciary Duty to Diversify Investments
In 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...
2024-06-21
06 min
Be More Than A Fiduciary
FF5 #14 - Fiduciary Duty of Prudence
In 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...
2024-06-14
06 min
Be More Than A Fiduciary
FF5 #13 - Fiduciary Duty of Loyalty
In 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...
2024-06-07
08 min
Be More Than A Fiduciary
FF5 #12 - ERISA Fiduciary Duties: Back to Basics
In 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...
2024-05-31
04 min
Dyson Leadership Podcast
Dyson Leadership Podcast Trailer 1
Coming 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!
2024-05-24
01 min
Be More Than A Fiduciary
FF5 #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...
2024-05-24
06 min
Be More Than A Fiduciary
FF5 #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...
2024-05-17
06 min
Be More Than A Fiduciary
FF5 #9 GAO Recommends DOL Update TDF Guidance
In 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...
2024-05-10
04 min
Be More Than A Fiduciary
FF5 #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...
2024-05-03
05 min
Be More Than A Fiduciary
FF5 #7 You Can Delegate Authority But Not Responsibility
In 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...
2024-04-26
07 min
Be More Than A Fiduciary
FF5 #6 - The ABC's of the CAA for your PBM
In 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...
2024-04-19
06 min
Be More Than A Fiduciary
FF5 #5 IPS Language: A Fiduciary Decision
In 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...
2024-04-12
04 min
Be More Than A Fiduciary
FF5 #4 - IPS Best Practices - Benchmarks
In 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...
2024-04-05
06 min
Be More Than A Fiduciary
Friday Fiduciary Five #3: Using Your IPS As A Roadmap
In 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...
2024-03-29
05 min
Be More Than A Fiduciary
Friday 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...
2024-03-22
04 min
Be More Than A Fiduciary
Friday Fiduciary Five #1: Would’ve, Could’ve, Should’ve
In 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...
2024-03-15
08 min
Be More Than A Fiduciary
Welcome 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...
2024-03-08
10 min
OsloNewYork
#1 Sigrid Bonde Tusvik og Astrid Dyson om digitale vennskap, dating i Oslo og søskenkjærlighet
I 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. 🥰
2024-02-01
53 min
Deep Future
Science 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...
2024-01-11
1h 05
The Modern Age Christian
MAC Returning in April!
It has been over 4 months since an episode, but hold on! The Modern Age Christian and host Nick Dyson return in April to bring new episodes every 1st and 3rd Monday! Find the podcast on your favorite podcasting platform and on YouTube! The podcast is now being hosting on Nick's blog and business website nick-dyson.com! Come follow along, subscribe to the podcast and let's build a community of Christians faithful to Christ in this modern age. #ModernAgeChristian #ChristianPodcast #ModernChristianity --- Send in a voice message: https://podcasters.spotify.com/pod/show/modernagechristian...
2023-03-06
02 min
CONVO Church
Freedom 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...
2022-10-02
32 min
The Truth In This Art: Stories That Matter
Amplifying Voices: Carol Rhodes-Dyson - Curator of Reginald F. Lewis Museum | Showcasing African American Art, Curatorial Representation, and Uplifting Underrepresented Artists
Join 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...
2022-02-02
51 min
Free Spirits with Sparkle Sid
EPISODE 10: Fred Rogers with Pam Dyson
It’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...
2020-10-22
1h 02
Free Spirits with Sparkle Sid
EPISODE 8: "That Thing You Do!" with Bruce Dyson
Hiya 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...
2020-10-08
1h 08