Be More Than A Fiduciary

FF5 #78 - ERISA Fiduciary Training


Listen Later

In this episode of Friday Fiduciary Five, Eric Dyson discusses the importance of ERISA fiduciary training for plan committee members and industry professionals. He announces the launch of a new training platform, which will offer SHRM professional development credits, CE for advisors with the Fi-360 designation, and CFP certification. Eric emphasizes the need for regular, foundational fiduciary training, noting that those with the most responsibility and liability often have the least amount of training. He highlights the prevalence of ERISA training questions in litigation and encourages committee members and advisors to prioritize this education.


Connect with Eric Dyson: 

Website: https://90northllc.com/

Phone: 940-248-4800

Email: [email protected] 

LinkedIn: https://www.linkedin.com/in/401kguy/ 


The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change.


It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.


The specific facts and circumstances 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.

...more
View all episodesView all episodes
Download on the App Store

Be More Than A FiduciaryBy Eric Dyson

  • 5
  • 5
  • 5
  • 5
  • 5

5

25 ratings


More shows like Be More Than A Fiduciary

View all
Marketplace by Marketplace

Marketplace

8,770 Listeners

NPR News Now by NPR

NPR News Now

14,369 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,724 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,372 Listeners

Masters in Business by Bloomberg

Masters in Business

2,169 Listeners

Fox News Hourly Update by FOX News Podcasts

Fox News Hourly Update

5,729 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

194 Listeners

The Tim Dillon Show by The Tim Dillon Show

The Tim Dillon Show

12,807 Listeners

The Daily by The New York Times

The Daily

112,880 Listeners

WSJ Minute Briefing by The Wall Street Journal

WSJ Minute Briefing

676 Listeners

The Long View by Morningstar

The Long View

904 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,560 Listeners

401(k) Specialist Podcast by 401(k) Specialist Magazine

401(k) Specialist Podcast

23 Listeners

Nevin & Fred by Nevin Adams

Nevin & Fred

18 Listeners

The Weekly Show with Jon Stewart by Comedy Central

The Weekly Show with Jon Stewart

10,917 Listeners