All Episodes
Be More Than A Fiduciary — 197 episodes
FF5 #105 - Process and Purpose
FF5 #104 - Define the Problem First
John Tolson: Character, Calling, and the Crisis of Modern Leadership
FF5 #103 - Meaningful Benchmarks for Fiduciary Excellence
Bonnie Treichel: Meaningful Benchmarks
FF5 #102 - Proposed DOL/EBSA Guidance - Complexity
Ira Finn: What Great Service Providers and Benefit Pros Do Differently
FF5 #101 - ERISA Fiduciary Training
DOL/EBSA Proposed Guidance - 5 Risks and Considerations
FF5 #99 - DOL/EBSA Proposed Guidance - 5 Opportunities for Fiduciaries
Will Hansen: Plan Sponsor Council of America
FF5 #98 - DOL/EBSA Enforcement Priorities
Joel Shapiro: Even More on DOL and EBSA Proposed Guidance on Investment Selection
Fiduciary Duties in Selecting Designated Investment Alternatives (Part 2)
FF5 #97 - Fiduciary Duties in Selecting Designated Investment Alternatives (Part 1)
FF5 #96 - An Update - Private Assets in DC Plans
George Fraser: Creating Opportunity and Easing Financial Stress with GigMatch
FF5 #95 - 404c Protection
Mike Dever: Brandywine Risk Replacement Strategies
Don Trone - The Behavioral Governance Institute - Special Purpose Avatar
FF5 #94 - Which Hat Are You Wearing?
Robin Green - What Plan Sponsors Want
FF5 #93 - USA! USA!
David Witz: Consistently Good Occasionally Great
FF5 #92 - EBSA Proposed Regs on PBM Fee Transparency
Jamie Hayes - The Advisor RFP from the Advisor's Seat
FF5 #91 - Please Stop!
Matthew Patrick: Selecting and Monitoring Managed Accounts
FF5 #90 - We're Going to War!
Kristen Deere - Keep Your Auditor in the Loop
FF5 #89 - An Open Call for Podcast Guests - Case Studies
FF5 #88 - New Year's Resolutions or Written Goals?
Shannon Edwards: What's in a Number?
FF5 #87 - A Special Christmas Episode
Dan Fay: Managed Account Solutions
FF5 #86 - A Thought for 2026
Jennifer Giannini: The Annual Plan Financial Audit and Internal Controls
FF5 #85 - America's Game
Tamra Miller: The Advisor RFP Process
FF5 #84 - Thanksgiving Message 2025
Richard Clarke: ERISA Bond and Fiduciary Liability Insurance
FF5 #83 - The IPS and Interpretive Bulletin 2016-1
Brandon Shea - The Evolving DC Landscape: What's Next for 2025 and Into 2026?
FF5 #82 - Back to Basics - Plan Documents
FF5 #81 - Advisor Cost Structure
FF5 #80 - Custom Investment Benchmarks
Justin Witz - Catapult HQ and the RFP Process
FF5 #79 - ERISA 3(21) v 3(38)
Donovan Ryckis & Brenda Kruse: ERISA Fiduciary Responsibilities for Health & Welfare Plans
FF5 #78 - ERISA Fiduciary Training
FF5 #77 - ERISA Bond v Fiduciary Liability Insurance
FF5 #76 - A Cyber Risk That's Simple to Fix
Ellen Alphonso: Employee Benefit Plan Audit Best Practices
FF5 #75 - McDonald v LabCorp Decision - Part 3
FF5 #74 - McDonald v LabCorp Decision - Part 2
Jonathan Lee: A CHRO's Perspective
FF5 #73 - McDonald v Labcorp Decision Part 1
Jenny Kiesewetter: Fiduciary Duty in Selecting Health Plan Providers
FF5 #72 - Alternative Investments Executive Order
Tom Kmak: Benchmarking Managed Accounts
FF5 #71 The Devil is in the Details - Part 2
Nevin Adams: Default Income Solutions - Yea or Nay?
FF5 #70 - The Devil is in the Details - Part 1
Mike DiCenso - Non-Qualified Plans
FF5 #69 - What's Hot?
Mike Dullaghan - The Voice of the American Workplace
FF5 #68 - The DOL Weighs in on Forfeiture Litigation
FF5 #67 - Trends in Advisor RFPs
Jamie Greenleaf: Healthcare Fiduciary Duties
Comparing Cunningham v Cornell to Steen v Sonoco
FF5 #66 - What Cunningham v Cornell Means for Health Plans
FF5 #65 - How Often Should You Benchmark?
FF5 #64 - DOL Updates Guidance on Cryptocurrency in ERISA Plans
FF5 #63 - We Remember - We Will Never Forget
FF5 #62 - Forfeiture Lawsuits - Read Your Plan Document PLEASE!
Shannon Edwards: The Gap
FF5 #61 - The CAA Meets Cunningham v Cornell
Gina Alsdorf: Under the Hood of Pharmacy Benefit Managers (PBMs)
FF5 #60 - 408(B)2 Disclosures = Affirmative Defense
Anatomy of an ERISA Lawsuit
FF5 #59 - Supreme Court Lessons Learned - Cunningham v Cornell
Terry Crocker, Scott Hayes, Mannix Smith: The Language of Trust in Employee Benefits
FF5 #58 Cryptocurrency in 401k Plans
Justin Dorsey: Strategic HR - Execution Excellence
FF5 #57 - The ARA Leadership Triangle
Kelly Majdan: Wellness, The Science Behind Change
FF5 #56 - Two Absolutes
Mike Dullaghan: Regulation, Legislation, Opportunity and Risk in 2025
FF5 #55 - The 80/20 Rule for ERISA Plans
Kevin Mahoney: Stewardship Reporting and Practice Management
FF5 #54 - 3(21) vs 3(38)
Marcia Wagner: Adopting Best Practices
FF5 #53 - Your IPS for Target Date Funds
David White & Raechel Peters: Solving Employee Financial Stress with Smart Voluntary Benefits
FF5 #52 - Is the IPS a "Plan Document?"
Chelle O'Keefe and Janine Moore: The Right Enterprise Benefit Strategy and The Right Partner
FF5 #51 - A Few of My Favorite Things - Revenue Share and Participant Fee Disclosures
Jason Levy: The ABCs of CITs
FF5 #50 - A Few of My Favorite Things - Per Capita or Pro Rata?
Patrick Williams: Fiduciary in a Box
FF5 #49 - Plan Forfeiture Lawsuits - Part 2
Robin Green: Advisor Search Best Practices
FF5 #48 - The Death of Revenue Share
Emily Short: Cyber Risk and Cyber Insurance Principles
Fiduciary vs Settlor Decisions
Jania Stout: Cyber Security and the ERISA Advisor
FF5 #46 - The Plan Document - A Fiduciary Duty
Paul Horn: Cyber Security Best Practices
FF5 #45 - ERISA Fiduciary Training Reference
Christopher Taylor: Record Keeper Search Best Practices
FF5 #44 - ERISA Fiduciary Training
What Does it Mean to "Be More Than a Fiduciary?"
FF5 #43 The Ghost of ERISA Yet to Come
The Tug of War in ERISA Forfeiture Lawsuits
FF5 #42 The Ghost of ERISA Present
Eric Dyson - Selling vs Negotiating
FF5 #41 The Ghost of ERISA Past
Julie Graham and Kameron Jones - Recordkeeper Search Best Practice - Live Bids
FF5 #40 - A Special Army Navy Game Edition
Frank Tighe and Corey Pride: Recordkeeper Search Best Practices - Proprietary Products
FF5 #39 - Leadership Philosophy Wrap Up
Maggie Younis and Alice Palmer: Your Best Solution May Not Be Lowest Cost
FF5 #38 - Leadership Philosophy - Be an Inspiration
Kelby Meyers and Josh Anderson: Evaluating Retirement Income Solutions
FF5 #37 - Pat Them on the Back Often Enough
Michael Doshier of T. Rowe Price: 360-Degree View of the DC Landscape
FF5 #36 Give Them the Tools They Need
Matthew Wolniewicz: Income America
FF5 #35 Leadership Philosophy - Train Them Right
Matthew Eickman: It's OK to Pay More If...
FF5 #34 Leadership Philosophy - Find the Right People
Glenn Dial: American Century Investments Survey on Retirement Income
FF5 #33 Leadership Philosophy - Define Your Purpose
Don Trone - Leadership in a Fiduciary Framework
FF5 #32 - Leadership Philosophy - What You Believe
Rachel Duncan and James "JT" Thompson: Service Expectations and Culture
FF5 #31 DOL TDF Guidance - Document the Process
FF5 #30 DOL TDF Guidance - Use of Third-Party Resources
Eric Dyson: Leadership
FF5 #29 DOL TDF Guidance - Effective Employee Communications
FF5 #28 - Leadership
Ralph Ferraro & Matthew Condos - LFG - In-Plan Guaranteed Income Solution
FF5 #27 - DOL TDF Guidance - Non-Proprietary TDFs
Bonnie Treichel: Lessons Learned from Litigation
FF5 #26 - DOL TDF Guidance - Review TDF Fund Fees
Kevin Morgan: ERISA Plan Basics - Blocking and Tackling
FF5 #25 - DOL TDF Guidance - Understand TDF Investments and Glidepath
Kim Pruitt - The Nuts and Bolts of What ERISA Plan Clients Want and Need
FF5 #24 DOL TDF Guidance - Periodic TDF Review
Lisa Drake: The Connection Between Financial Literacy And Financial Wellness
FF5 #23 - DOL TDF Guidance - Comparing and Selecting TDFs
Laura Jurica - Wearing Multiple Hats as a Plan Committee Member
FF5 #22 - DOL TDF Guidance - Glidepath Determination
Greta Green Gentile: Effective Plan Communication
FF5 #21 - DOL TDF Guidance - It's More Than "To vs Through"
Jania Stout: Retirement Income Solutions
FF5 #20 - DOL Target Date Guidance - Series Preview
Bill Leitner: 457(b) Plans and Texas Public Plan Coalition
FF5 #19 - Revenue Share - The Devil is in the Details
Dennis Fowler: What’s In A PBM?
FF5 #18 - Meeting Minutes - How Much is Enough?
Paul Sommerstad & Ty Parrish: Measuring Plan Success
FF5 #17 - Placing Service Provider Fees at Risk
Beth Allen: DOL Investigators are People Too
FF5 #16 - Fiduciary Duty to Follow Plan Documents
Jenny Kiesewetter: Selecting ERISA Plan Service Providers
FF5 #15 - Fiduciary Duty to Diversify Investments
Tina Wilson - DC Plan Retirement Income Options
FF5 #14 - Fiduciary Duty of Prudence
Debbie Vince: All Things Stable Value
FF5 #13 - Fiduciary Duty of Loyalty
Bryan England and Eric Morrison: High Touch Participant Service
FF5 #12 - ERISA Fiduciary Duties: Back to Basics
Renee Scherzer: Hear from NAPA's Immediate Past President
FF5 #11 What Does it Mean to Be More Than a Fiduciary?
Mike DiCenso: All Things PEP
FF5 #10 Write the Check!
Joel Shapiro: Aligning Your DC Plan IPS With Your Investment Monitoring
FF5 #9 GAO Recommends DOL Update TDF Guidance
Michael Doshier - TDF Glidepath Determination & Fit
FF5 #8 RFP Every 3 to 5 Years; Guidance or Not?
Nevin Adams: Is Nevin Retired or Not?
FF5 #7 You Can Delegate Authority But Not Responsibility
Matthew Eickman and Bentley Ford: Navigating Target Date Funds - Using Third Party Tools - Part 2 of 2
FF5 #6 - The ABC's of the CAA for your PBM
Matthew Eickman and Bentley Ford: Navigating Target Date Funds - Using Third Party Tools - Part 1 of 2
FF5 #5 IPS Language: A Fiduciary Decision
Don Trone: Leadership, Stewardship, and Governance
FF5 #4 - IPS Best Practices - Benchmarks
Shannon Edwards: Closing the Retirement Coverage Gap
Friday Fiduciary Five #3: Using Your IPS As A Roadmap
Sheri Fitts: Enhancing Your Financial Service Using Behavioral Science
Friday Fiduciary Five #2: Is the IPS a Plan Document According to ERISA?
Glenn Dial: Protect Your Retirement From Catastrophe
Friday Fiduciary Five #1: Would’ve, Could’ve, Should’ve
Brandon Helms: Be Your Client's Problem Solver
Welcome to Be More than a Fiduciary!