Fiduciary Wise

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At Fiduciary Wise, we empower CEOs, business owners, HR directors, and retirement plan advisors with the knowledge and insights they need to navigate the complex world of fiduciary responsibilities under ERISA. Our mission is to educate and guide you through the risks and rewards of being a retirement plan sponsor, emphasizing the benefits of delegating to a named fiduciary. We Offer: 🔹 Educational Content: Dive deep into the nuances of ERISA and fiduciary duties with our expertly crafted videos, blogs, and podcasts. 🔹 Expert Insights: Gain valuable perspectives from industry professionals and thought leaders who share their experiences and advice. 🔹 Actionable Advice: Learn practical steps and strategies to mitigate risks and ensure compliance with fiduciary regulations. 🔹 Engaging Discussions: Join us for in-depth discussions on trending topics and common pitfalls in the fiduciary landscape. Join the Fiduciary Wise community and master your fiduciary responsibilities today!

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Managed Accounts Under the Microscope

Managed Accounts Under the Microscope Fiduciary Wise

12 views - 3 weeks ago

Should Advisors Get Paid on Assets They Don’t Touch?

Should Advisors Get Paid on Assets They Don’t Touch? Fiduciary Wise

21 views - 1 month ago

The ESG Question: Can Values and Fiduciary Duty Coexist in a 401(k)?

The ESG Question: Can Values and Fiduciary Duty Coexist in a 401(k)? Fiduciary Wise

14 views - 1 month ago

3(38) vs 3(21): The Investment Fiduciary Reality Check

3(38) vs 3(21): The Investment Fiduciary Reality Check Fiduciary Wise

67 views - 1 month ago

The Annuity Controversy: Why 401(k) Fiduciaries Are Split

The Annuity Controversy: Why 401(k) Fiduciaries Are Split Fiduciary Wise

41 views - 2 months ago

TWF 4 2 Forfeitures

TWF 4 2 Forfeitures Fiduciary Wise

16 views - 2 months ago

PEPs: Game-Changer or Gimmick?

PEPs: Game-Changer or Gimmick? Fiduciary Wise

58 views - 2 months ago

ERISA Experts Face Off: Season 4 Debates Begin

ERISA Experts Face Off: Season 4 Debates Begin Fiduciary Wise

47 views - 2 months ago

Supreme Court Earthquake: Cunningham v. Cornell Redefines ERISA Compliance

Supreme Court Earthquake: Cunningham v. Cornell Redefines ERISA Compliance Fiduciary Wise

45 views - 4 months ago

$39 Million Verdict and Counting: What Kahn v. Pentegra Means for Plan Sponsors

$39 Million Verdict and Counting: What Kahn v. Pentegra Means for Plan Sponsors Fiduciary Wise

53 views - 4 months ago

Why Independent Fiduciary Oversight Is Essential for Pooled Employer Plans | The ERISA Edge

Why Independent Fiduciary Oversight Is Essential for Pooled Employer Plans | The ERISA Edge Fiduciary Wise

20 views - 4 months ago

The Offensive Side of ERISA: How Fiduciaries Can Win Every Time

The Offensive Side of ERISA: How Fiduciaries Can Win Every Time Fiduciary Wise

10 views - 4 months ago

Are All Pooled Plan Providers Created Equal?

Are All Pooled Plan Providers Created Equal? Fiduciary Wise

10 views - 4 months ago

Pizzaro v. The Home Depot: Amicus Brief Stakes & What’s Next

Pizzaro v. The Home Depot: Amicus Brief Stakes & What’s Next Fiduciary Wise

11 views - 5 months ago

DOL Q&A on PPPs for PEPs | Don Jones Explains the Latest Pooled Plan Provider Guidance

DOL Q&A on PPPs for PEPs | Don Jones Explains the Latest Pooled Plan Provider Guidance Fiduciary Wise

9 views - 5 months ago

401(k) Myth Busted: Why Employers Shouldn’t Be Running The Plan

401(k) Myth Busted: Why Employers Shouldn’t Be Running The Plan Fiduciary Wise

23 views - 5 months ago

Should private equity belong in your 401(k) plan?

Should private equity belong in your 401(k) plan? Fiduciary Wise

19 views - 5 months ago

A Real PEP Talk: Don Jones on the Pitfalls and Potential of Pooled Employer Plans

A Real PEP Talk: Don Jones on the Pitfalls and Potential of Pooled Employer Plans Fiduciary Wise

21 views - 6 months ago

The Annual Meeting Playbook: Are You Actually Following ERISA?

The Annual Meeting Playbook: Are You Actually Following ERISA? Fiduciary Wise

1.3K views - 6 months ago

What Is a 3(38) Investment Manager — And Why It Matters

What Is a 3(38) Investment Manager — And Why It Matters Fiduciary Wise

9 views - 6 months ago

The Real Reason Plan Sponsors Are Getting Sued

The Real Reason Plan Sponsors Are Getting Sued Fiduciary Wise

214 views - 6 months ago

Are Plan Sponsors Required to be Experts in Everything?

Are Plan Sponsors Required to be Experts in Everything? Fiduciary Wise

38 views - 6 months ago

Passing the Buck: The Real Cost of Misplaced Discretion

Passing the Buck: The Real Cost of Misplaced Discretion Fiduciary Wise

117 views - 6 months ago

Plan Harmony: Don’t Compete — Complete

Plan Harmony: Don’t Compete — Complete Fiduciary Wise

183 views - 6 months ago

Marta & Isaac React to Cunningham v. Cornell!

Marta & Isaac React to Cunningham v. Cornell! Fiduciary Wise

452 views - 7 months ago

Guilty Until Proven Prudent: How to Avoid Being the Next Headline in a 401(k) Lawsuit

Guilty Until Proven Prudent: How to Avoid Being the Next Headline in a 401(k) Lawsuit Fiduciary Wise

1.3K views - 7 months ago

Why Smart Employers Let Someone Else Sign the 5500

Why Smart Employers Let Someone Else Sign the 5500 Fiduciary Wise

912 views - 7 months ago

The Compliance You Didn’t Know You Were Missing: 404(c)

The Compliance You Didn’t Know You Were Missing: 404(c) Fiduciary Wise

101 views - 8 months ago

The Dangerous Myth of 'Saving' Plan Costs

The Dangerous Myth of 'Saving' Plan Costs Fiduciary Wise

105 views - 8 months ago

Fiduciary Duty vs. Delegation: What You Need to Know (and What You Can Outsource)

Fiduciary Duty vs. Delegation: What You Need to Know (and What You Can Outsource) Fiduciary Wise

91 views - 8 months ago

Limited Scope, Unlimited Risk: The Problem with Relying on Just a 3(16)

Limited Scope, Unlimited Risk: The Problem with Relying on Just a 3(16) Fiduciary Wise

77 views - 8 months ago

TWF 3.01 - Cunningham v. Cornell: A Turning Point in Fiduciary Law.

TWF 3.01 - Cunningham v. Cornell: A Turning Point in Fiduciary Law. Fiduciary Wise

47 views - 9 months ago

TWF 3.01 - Cunningham v. Cornell: A Turning Point in Fiduciary Law

TWF 3.01 - Cunningham v. Cornell: A Turning Point in Fiduciary Law Fiduciary Wise

70 views - 9 months ago

TWF 2.10 - Proactive Fiduciary Management: Steering Your Plan Toward Success

TWF 2.10 - Proactive Fiduciary Management: Steering Your Plan Toward Success Fiduciary Wise

109 views - 1 year ago

Ongoing Management Made Simple: Best Practices for Plan Sponsors

Ongoing Management Made Simple: Best Practices for Plan Sponsors Fiduciary Wise

35 views - 1 year ago

TWF 2.8 - Are You Overwhelmed as a Plan Sponsor? Meet Your Compliance Solution!

TWF 2.8 - Are You Overwhelmed as a Plan Sponsor? Meet Your Compliance Solution! Fiduciary Wise

50 views - 1 year ago

TWF 2.7 Investment Management Essentials for 401(k) Plans with Jim Watkins

TWF 2.7 Investment Management Essentials for 401(k) Plans with Jim Watkins Fiduciary Wise

30 views - 1 year ago

TWF 2.6 Mastering Retirement Plan Compliance: Tips for Staying Ahead

TWF 2.6 Mastering Retirement Plan Compliance: Tips for Staying Ahead Fiduciary Wise

35 views - 1 year ago

TWF 2.5 - Are You Overestimating What Recordkeepers Are Actually Responsible For?

TWF 2.5 - Are You Overestimating What Recordkeepers Are Actually Responsible For? Fiduciary Wise

15 views - 1 year ago

TWF 2.4 Most Plans Aren't Doing This Correctly... Avoid Costly Mistakes with ERISA’s 404(c)

TWF 2.4 Most Plans Aren't Doing This Correctly... Avoid Costly Mistakes with ERISA’s 404(c) Fiduciary Wise

20 views - 1 year ago

TWF 2.3 - Enroll Call: Everything You Need to Know About 401(k) Enrollment

TWF 2.3 - Enroll Call: Everything You Need to Know About 401(k) Enrollment Fiduciary Wise

24 views - 1 year ago

TWF 2.2 - Plan Sponsor Essentials: Fiduciary Duties

TWF 2.2 - Plan Sponsor Essentials: Fiduciary Duties Fiduciary Wise

27 views - 1 year ago

TWF 2.1 - Managing a 401(k): Key Responsibilities for Retirement Plan Sponsors and Service Providers

TWF 2.1 - Managing a 401(k): Key Responsibilities for Retirement Plan Sponsors and Service Providers Fiduciary Wise

430 views - 1 year ago

Higher Standards, Lower Expenses: Pooled Employer Plans (PEPs) | with Partner Marta Hurst, QKA, BCF

Higher Standards, Lower Expenses: Pooled Employer Plans (PEPs) | with Partner Marta Hurst, QKA, BCF Fiduciary Wise

80 views - 1 year ago

The Difference of a MEP (Multiple Employer Plan) | with Partner Marta Hurst, QKA, BCF

The Difference of a MEP (Multiple Employer Plan) | with Partner Marta Hurst, QKA, BCF Fiduciary Wise

12 views - 1 year ago

Advisor & TPA FAQs | Fiduciary Wise with Partner, Marta Hurst

Advisor & TPA FAQs | Fiduciary Wise with Partner, Marta Hurst Fiduciary Wise

16 views - 1 year ago

What if the Plan Already Has a Fiduciary? | Fiduciary Wise with Partner, Marta Hurst

What if the Plan Already Has a Fiduciary? | Fiduciary Wise with Partner, Marta Hurst Fiduciary Wise

6 views - 1 year ago

Highest Quality Delivered | Featuring Michael Jones, AIF, BCF™

Highest Quality Delivered | Featuring Michael Jones, AIF, BCF™ Fiduciary Wise

3 views - 1 year ago

Safety is our Priority | Featuring Trevor Merrill, BCF™, AIFA

Safety is our Priority | Featuring Trevor Merrill, BCF™, AIFA Fiduciary Wise

3 views - 1 year ago

Efficient Solutions for your Plans | Featuring Tom Bick

Efficient Solutions for your Plans | Featuring Tom Bick Fiduciary Wise

13 views - 1 year ago

The Fiduciary Wise Mission

The Fiduciary Wise Mission Fiduciary Wise

35 views - 1 year ago