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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 en ...
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401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business.
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ERISA stands for the Employee Retirement Income Security Act of 1974 and governs most of our employee benefits. While this area of law may not seem as engrossing as other areas of law such as criminal law, the impact labor laws have on our lives are just as compelling and the stakes are just as high. ERISA law blankets areas such as mental health, long-term disability, retirement accounts, life insurance, and more. ERISA watch will tell stories of individuals whose lives have been dramatical ...
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Stories and interviews from the people of the South Side of Chicago. Send submissions, story ideas, comments, or questions to editor@southsideweekly.com or southsideweeklyradio@gmail.com Or mail to: Attn: South Side Weekly Radio Experimental Station 6100 S. Blackstone Ave. Chicago, IL 60637 Masthead Producers: South Side Weekly Hosts: Erisa Apantaku, Andrew Koski, Sam Larsen, Lewis Page Intros by: Erisa Apantaku
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International Foundation of Employee Benefit Plans benefits pros Julie Stich, Justin Held and Anne Patterson dive into retirement, health care, hot trends, or whatever else the benefits industry throws at them.
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To The Point Podcast

Lipscomb and Pitts Insurance, Sarah Gillespie | Producer: Andrew Bartolotta

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The Lipscomb and Pitts Insurance Compliance Director, Sarah Gillespie and a first class ERISA attorney share key Affordable Care Act and compliance hot topics all in 15 minutes or less. This podcast gives interested individuals a short nugget of information on specific benefits compliance items or ACA related topics that will help them better do their job or understand the requirements. Our topics will be specific and brief, and guidance will be provided by a first class ERISA attorney. And ...
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Employment Law This Week® tracks the top developments in employment and labor law and workforce management in a matter of minutes every #WorkforceWednesday. This is the audio podcast version of the video series launched in October 2015 by law firm Epstein Becker Green.
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Bob Seng, J.D. and the other experts at Benefit Comply, LLC discuss the most pressing regulatory issues affecting employers who sponsor employee benefits. Become a Benefit Comply client to receive these podcasts sooner and have access to robust show notes and other compliance resources.Bob Seng J.D. is a Principal and Senior Compliance Consultant for Benefit Comply, LLC. An ERISA and employee benefits lawyer with 25 years of experience, he was formerly a partner with Dorsey & Whitney in Minn ...
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Join Julie Rovner, chief Washington correspondent for KFF Health News, along with top health policy reporters from The New York Times, The Washington Post, Politico and other media outlets to discuss the latest news and explain what the health is going on here in Washington, D.C. Hosted on Acast. See acast.com/privacy for more information.
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NFP's Insights from the Experts

NFP's Insights from the Experts

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NFP introduces the Insights from the Experts podcast series. Each episode will showcase timely perspective from members of the NFP community, delivering information, analysis and solutions that address our clients’ most significant challenges. You can find archived episodes of Innovation Conversations at https://soundcloud.com/user-939810789.
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The Business of Health Podcast examines how group health insurance brokers and agents grow profitable businesses. We focus on issues like ACA compliance, ERISA, and other issues that cost companies thousands. Host Mike Martens brings over a decade of experience in group health compliance. His company First Staff Benefits has saved clients millions of dollars and countless hours through Affordable Care Act compliance services. The Business of Health is here to save your group health business ...
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Protect What's Yours

Marcellino & Tyson

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Welcome to Protect What’s Yours, a podcast from Marcellino & Tyson, providing timely insight into legal issues for your personal and professional needs. Join us for in-depth discussions inside our practice areas of Family Law, Business and Employment, ERISA Disability, Civil Litigation, Bankruptcy, and more. At Marcellino & Tyson, we’re focused on protecting the interests of our clients and providing the outcomes they deserve. It’s time to take the fear and uncertainty out of your legal situ ...
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Who are you? We are not the words used in checkboxes on a census. We are not words alone, but words together, arranged into sentences, relating experiences. Each episode is not a comprehensive analysis of an individual's identity. Each episode is one thread in one conversation with one person. But maybe that thread is a similar shade to a thread in you. And maybe if we weave together all these threads...
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Reparations Media & Juneteenth Productions Are YOU a “Change Agent”? Organizer. Activist. Educator. Policy maker. Block club leader. Nonprofit founder. Religious leader. Business owner. Voter. Neighbor. Change Agents is a documentary series revealing the power of community-driven activism told by those in the fight. These are the stories you aren’t hearing — told by and for communities of color and other marginalized communities that have long been overlooked, misrepresented and maligned. He ...
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401(k) Specialist Podcast

401(k) Specialist Magazine

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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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Welcome to DC Pension Geeks, a conversation with top retirement-related policymakers and regulators in and around Washington. Hosted by Brian Graff, an attorney, accountant, former Capitol Hill staffer, and now CEO of the American Retirement Association, it’s an inside view of the ups and downs, ins and outs and sometimes surprising turns Washington takes on the road to ensuring a secure retirement for millions of hard-working Americans.
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Talking Insurance With Kantor & Kantor is a podcast aimed at providing guidance and assistance to those struggling with long term insurance and disability claims that have been denied. Join us as we discuss various cases and situations we have encountered and how these have been successfully managed.
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show series
 
The DOL recently clarified that its 2021 cybersecurity guidance applies to all ERISA-covered employee benefit plans, including health and welfare plans. This clarification raises important questions for employers regarding compliance and security. Epstein Becker Green attorneys Brian G. Cesaratto and Samuel C. Nolan provide their analysis of the ke…
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In our season 6 opener, Host Dorothy Cociu discusses ERISA’s 50th Birthday with Marilyn Monahan of Monahan Law office, its history and why it’s important to the employee benefits industry. Why did Congress want and need to pass a law like ERISA? What does ERISA do in general, and what and who does it protect? What are the advantages of ERISA-regula…
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Since the rapid rise in interest rates over the past few years, fixed income has come back into the spotlight. As the Federal Reserve begins cutting interest rates, retirement plan advisors might now be wondering how this shift will impact core bond and core plus bond portfolios. To find out, we speak with Matt Brill, CFA, Head of North America Inv…
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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: 940-248-4800 Email: contact@90northllc.…
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As part of her presidential campaign, Vice President Kamala Harris has rolled out a plan for Medicare to provide in-home long-term care services. The proposal would fill a longtime need for families trying to simultaneously care for young children and older parents, but its enormous price tag makes it a promise unlikely to be fulfilled. Meanwhile, …
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In this episode, Chase Cannon and Suzanne Spradley discuss the recent revival of vendor-promoted pre-tax wellness arrangements that promise large tax savings for employers and employees with little employer investment. Chase leads off with a brief description of these programs and their purported claims on employment tax savings for both employees …
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This week, we’re spotlighting the Federal Trade Commission’s (FTC’s) decision to withdraw from a federal labor pact; the Equal Employment Opportunity Commission’s (EEOC’s) report on alleged underrepresentation in science, technology, engineering, and mathematics (STEM)-related jobs; and an appellate court’s affirmation of the National Labor Relatio…
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Host Dorothy Cociu discusses what’s going on in Washington, DC, Healthcare Policies of Presidential Candidates, a Congressional update, and the hottest topics in the self-funded health plan market with Chris Condeluci, ESQ, Washington Counsel for the Self-Insurance Institute of America (SIIA) and Anthony Murrello, SIIA Government Relations Manager.…
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On this episode, we revisit the topic of mental health initiatives, in honor of World Mental Health Day on October 10th.Catch our Mental Health in the Workplace Virtual Conference on October 9th!Learn more at https://www.ifebp.org/education---events/virtual-education-and-webcasts/virtual-conferences---workshops/mental-health-in-the-workplace-virtua…
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The 2024 presidential race is taking on a familiar tone — with Democrats accusing Republicans of wanting to ban abortion and repeal the Affordable Care Act and Republicans insisting they have no such plans. Voters will determine whom they believe. Meanwhile, for the second time in a month, a state judge overturned an abortion ban, but few expect th…
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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: Websi…
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In this episode, Eric discussed: Defining your purpose Finding the right people Bringing 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 leade…
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Host Dorothy Cociu discusses Medicare updates with Maggie Stedt, Medicare Expert from Stedt Insurance. They will preview the most important things Medicare recipients and their families/friends need to know during this upcoming Open Enrollment Period, the most common questions seniors have went signing up for Medicare, plan changes for 2025, includ…
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Considerable resources have been devoted to solving the challenge of portability in retirement savings over the past few years, and the stakes are high to get it right and cut down on costly an unnecessary retirement plan leakage. In this episode, we talk with Ben Thomason, Head of Defined Contribution Distribution at Allianz Life Insurance Company…
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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/ Ph…
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Congress left Washington for the campaign trail this week, but not before approving a spending bill that expires shortly before Christmas. Lawmakers will be busy after the election working on not just the legislation needed to keep the government running, but also several health programs set to expire. Meanwhile, Republicans continue to downplay ab…
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The Fifth Circuit recently struck down the DOL’s tip credit rule, finding that the agency had exceeded its authority under the Fair Labor Standards Act. However, that same court later upheld the DOL’s authority to set a minimum salary threshold for overtime exemption. Epstein Becker Green attorney Paul DeCamp, who represented the restaurant plainti…
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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: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information …
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Dreaming of a Trump victory, Republicans have a wish list of health policy changes — including loosening Affordable Care Act regulations to make cheaper coverage available and ending Medicare drug price negotiations. Meanwhile, after the first publicly reported death stemming from a state abortion ban, Vice President Kamala Harris is emphasizing th…
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On August 20, 2024, the U.S. District Court for the Northern District of Texas invalidated the FTC’s non-compete ban, deeming it arbitrary and capricious and beyond the scope of the agency’s statutory authority. In this episode of Spilling Secrets, Epstein Becker Green attorneys Peter A. Steinmeyer, Erik W. Weibust, and Paul DeCamp tell us more abo…
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In this episode, Eric, Ralph Ferraro, and Matthew Condos discuss: Shifting from accumulation to guaranteed income How lifetime income solutions address retirement stressors The spectrum of retirement income solutions The trend in lifetime income solutions Key Takeaways: Defined contribution retirement plans need a greater focus on income solutions.…
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In the debut episode of 401k Roundtable, we dive into Vanguard's latest "How America Saves" report, which sheds light on the latest trends in 401(k) plan design. We’ll discuss the report’s findings on plan effectiveness, rising participation rates, and the growing popularity of professionally managed allocations. Our guests share their insights on …
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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: 940-248-4800 Email: contact@90northllc.com…
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The much-anticipated presidential debate between former President Donald Trump and Vice President Kamala Harris highlighted their policy differences not just on abortion, but also on other health issues, including the future of the Affordable Care Act. Meanwhile, the Biden administration issued rules seeking to enforce the long-standing requirement…
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This week, we’re highlighting a few state-level employment issues, including the legal challenges faced by Staples, Inc., regarding the Massachusetts lie detector ban; New Jersey’s implementation of a gender-neutral dress code for businesses; and the varying voting leave policies across states in preparation for the November election. Staples Sued …
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Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors up to date on the rules and regulations through her webinars, presentations, and consultations. The result — advisors and consultants help more people access thei…
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The term “health equity” means different things to different people. Beyond guaranteeing all Americans access to adequate, affordable medical care, the pursuit of equity can include addressing social determinants of health, such as housing, education, and environment. Systemic and historical racism — manifested in over-policing or contaminated drin…
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ERISA attorney Allie Itami, Partner at Lathrop GPM in Minneapolis, joins the 401(k) Specialist Pod(k)ast to talk about the status of the Department of Labor’s beleaguered fiduciary rule in light of recent stay rulings in Texas, and also chimes in on ERISA at 50 before addressing compliance challenges presented by annuities in 401(k) plans. And clic…
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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: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.link…
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On August 20, 2024, the U.S. District Court for the Northern District of Texas blocked the FTC’s ban on non-compete agreements nationwide. What does this mean for employers? Epstein Becker Green attorney Peter A. Steinmeyer tells us what employers should be doing now and outlines the implications of this decision on existing and future non-compete …
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Kevin Morgan is the Managing Director for Retirement Investment Consultant at J.P. Morgan Asset Management, covering TX, CO, OK, NE, AR, & LA Kevin lives just outside Fort Worth, TX has been with JP Morgan for 12 years, & is a 25-year veteran of the qualified plan industry. He has extensive experience in investment strategies, 401(k) plan sales, pl…
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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: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.…
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In this episode, Eric and Kim Pruitt discuss: Be approachable to your clients Maintaining a clean fiduciary file Engaging employees with educational content Advisor as an advocate Key Takeaways: As an advisor, be the primary point of contact for your clients. Make it so that they can reach out to you directly. Be intentional and be helpful. Help wh…
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Morningstar Retirement President Brock Johnson joins a special 100th episode of the 401(k) Specialist Pod(k)ast to provide an inside look and share insights into the past, present and future of the comprehensive retirement planning solutions and investment research unit. Johnson talks about how retirement solutions and research have evolved over th…
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Abortion and reproductive health issues headlined the Democratic National Convention in Chicago, as expected. But what Vice President Kamala Harris has in mind for other health policies as the Democratic nominee remains something of a mystery. Meanwhile, former President Donald Trump says he would not use the 19th-century Comstock Act to impose, in…
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