Be More Than A Fiduciary

Eric Dyson

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 enhancing the retirement prospects of hard-working Americans, then this podcast is tailor-made for you. Whether you relish in-depth interviews with industry experts discussing crucial topics or seek concise tips for fiduciary best practices, More Than A Fiduciary is your go-to resource. Tune in and elevate your understanding and performance in this crucial domain.

  1. Jun 24

    John Tolson: Character, Calling, and the Crisis of Modern Leadership

    A lot of people are breathing, but very few are really living. In this conversation, listeners are challenged to move beyond success and existing and to become leaders of character who get life right before it’s too late. In this episode, Eric and Dr. John discuss: Shortness of life and living with purposeCrisis of character and influence in leadershipThe Gathering and holistic development of menTime and truth are the rare gifts of real mentorsThe Four Priorities and faith‑driven leadership Key Takeaways: Life is fragile and short, and ignoring that reality leads to wasted years rather than intentional living.There is a vast difference between existing and truly living with purpose, and many high performers are stuck in mere existence.Character, not platform or talent, is the foundation of meaningful leadership at home, at work, and in the community.The rare people who offer both time and truth can radically alter the trajectory of a life; becoming one of those people is a high calling.A well‑ordered life flows from clear priorities—spiritual, personal, relational, and missional—that anchor leaders in something deeper than success. “There is a difference between existing and living. Most people that I know in our country exist; they have really not found life.” - Dr. John Tolson Dr. John Tolson is a nationally recognized leadership mentor, speaker, author, and founder of The Tolson Group. For more than four decades, he has helped develop leaders in business, athletics, ministry, and the nonprofit sector, impacting hundreds of thousands of people through his teaching, coaching, and leadership development initiatives. Through The Gathering, a movement he founded, nearly one million individuals have been influenced by his approach to leadership, personal growth, and intentional mentoring. John has served as a trusted mentor to senior executives, professional athletes, and influential leaders across the country. He pioneered one of the first chaplain programs in the NBA and has worked with organizations and teams, including the Houston Rockets, Orlando Magic, and Dallas Cowboys. His leadership insights have also been sought by major corporations such as Walt Disney World and IMG, where he has delivered keynote presentations on leadership, influence, and personal development. He is the author of Take A Knee and co-author of The Four Priorities, books that challenge leaders to build lives of purpose, impact, and lasting influence. Please welcome Dr. John Tolson. Connect with Dr. John Tolson: Website: https://thetolsongroup.com/  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 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. The opinions expressed by guests on the Be More Than a Fiduciary podcast are not necessarily the same as the opinions held by 90 North Consulting, or of Executive Director Eric Dyson.

    John Tolson: Character, Calling, and the Crisis of Modern Leadership
  2. Jun 17

    Bonnie Treichel: Meaningful Benchmarks

    When does a benchmark actually become “meaningful” — and what does that have to do with your retirement committee meetings? In this episode, Eric and ERISA attorney Bonnie Treichel unpack retirement sketchbooks, DOL proposed regs, and how fiduciaries can align process, purpose, and benchmarks without getting lost in the legal weeds. In this episode, Eric and Bonnie Treichel discuss: Purpose and design of Your Retirement SketchbookMaking money conversations a “dinner table” topicBenchmarks and “meaningful benchmarks” in retirement plans3(21) vs. 3(38) fiduciary roles and investment policy statementsDOL proposed regulations, litigation trends, and action items for committees Key Takeaways: Retirement conversations don’t have to be intimidating; using accessible, bite-sized topics can turn money into a normal “dinner table” discussion across generations.An investment policy statement is only useful if it reflects reality; committees must periodically review it and ensure their actual practices match the documented process.Benchmarks are not just numbers on a report; selecting and understanding the right benchmark is central to evaluating performance and defending fiduciary decisions.Delegating to a discretionary investment manager does not eliminate responsibility; plan sponsors still “own” the policy and must prudently select, monitor, and understand their 3(38) relationship.Prudence is about process, and loyalty is about purpose; without both, even technically sound procedures can fail participants if they aren’t anchored to what’s right for that specific plan and its people. “The big action item is to look at your investment policy statement and see if it says anything about what benchmark is being used. Number two, look at your actual investment report and see, okay, what are the benchmarks being used?” - Bonnie Treichel 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 their retirement savings. Connect with Bonnie Treichel: Website: https://endeavor-retirement.com/  LinkedIn: https://www.linkedin.com/in/bonnietreichel/  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 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. The opinions expressed by guests on the Be More Than a Fiduciary podcast are not necessarily the same as the opinions held by 90 North Consulting, or of Executive Director Eric Dyson.

    Bonnie Treichel: Meaningful Benchmarks
5
out of 5
28 Ratings

About

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 enhancing the retirement prospects of hard-working Americans, then this podcast is tailor-made for you. Whether you relish in-depth interviews with industry experts discussing crucial topics or seek concise tips for fiduciary best practices, More Than A Fiduciary is your go-to resource. Tune in and elevate your understanding and performance in this crucial domain.

You Might Also Like