FF5 #42 The Ghost of ERISA Present episode artwork

EPISODE · Dec 27, 2024 · 4 MIN

FF5 #42 The Ghost of ERISA Present

from Be More Than A Fiduciary

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: [email protected] 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 presentation or to provide any warranties, financial advice or legal advice.The specific facts and circumstance of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.

Episode metadata supplied by the publisher feed · Published Dec 27, 2024

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FF5 #42 The Ghost of ERISA Present

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