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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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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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The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow!
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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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Healthcare Happy Hour

info@nabip.org (NABIP)

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The NABIP Healthcare Happy Hour podcast is released weekly on Friday afternoons by the National Association of Benefits and Insurance Professionals, and includes a recap of the week’s top issues in healthcare and health insurance politics and policy.
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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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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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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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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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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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WELCOME TO THE EMPLOYEE SURVIVAL GUIDE® PODCAST The Employee Survival Guide® is an employees only podcast about everything related to work and working. We will share with you all the information your employer does not want you to know about and guide you through various work and employment law issues. Your Host Mark Carey The Employee Survival Guide® podcast is hosted by seasoned Employment Law Attorney Mark Carey, who has only practiced in the area of Employment Law for the past 26 years. M ...
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the recent Government Accountability Office (GAO) report regarding Target Date Funds in 401k retirement plans and their recommendations for the Department Of Labor regarding DOL TDF Guidance. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@…
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This episode of NABIP’s Healthcare Happy Hour is a deep dive into the recent changes surrounding short-term limited duration insurance (STLDI). It explores concerns surrounding STLDI’s impact on risk pools and the ACA market. Join OneDigital’s Scott Wham and host David Saltzman for a conversation that addresses the new rule, marketing practices of …
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Michael Doshier’s role at T. Rowe Price is twofold. First, he shines a light on emerging retirement trends, shifting investor demographics, and the increasing impact of regulation. The research, insights, education, and experience that he and his colleagues analyze and share are all developed with their advisor, consultant, plan sponsor, and partic…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about RFPs and how frequent plan sponsors should conduct them and what language is used by the Department of Labor, as well as the source document for conducting RFPs and the suggested frequency. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90…
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In this episode of NABIP’s Healthcare Happy Hour, sponsored by Nationwide Insurance, our new host, David Saltzman, interviews Sarah Ann Flaherty and Adam Sheehan from AccuRisk about the differences between fully insured and self-insured health plans. They discuss the benefits and risks of each type of plan, as well as the role of stop-loss insuranc…
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Comment on the Show by Sending Mark a Text Message. Prepare to be liberated from the shackles of non-compete agreements! This episode peels back the layers of the Federal Trade Commission's revolutionary ban that's set to empower approximately 30 million workers by September 4, 2024. We're not just talking about the end of these restrictive agreeme…
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Before Nevin Adams had “retired”, he was the Chief of Content Officer for the American Retirement Association, where he is responsible for all marketing and communications for the organization, as well as its sister organizations, ASPPA, the American Society of Pension Professionals and Actuaries, the National Association of Plan Advisors (NAPA), t…
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Matthew Eickman, J.D., AIF® is the National Retirement Practice Leader for Qualified Plan Advisors® (QPA). He is also a member of the firm’s Investment Advisory Board, holds his FINRA series 66 registration, and is an Accredited Investment Fiduciary (AIF®). Bentley Ford is the Managing Director, Dallas Market, with Prime Capital Investment Advisors…
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Comment on the Show by Sending Mark a Text Message. Discover the legal game-changer that's levelling the playing field for employees in our latest episode, where we unpack the monumental Supreme Court decision in Muldrow v. City of St. Louis, Missouri. Celebrate with us the unanimous ruling that revamps the burden of proof on workplace discriminati…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of transparency and structure in managing healthcare plans, particularly when it comes to pharmacy benefit managers (PBMs) and rebates. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.link…
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Comment on the Show by Sending Mark a Text Message. Could the very tools designed to enhance our productivity in the workplace be silently shaping a future of bias and invasion of privacy? Join me, Mark, as we delve into the profound impact AI is having on employment, from the boardroom to the break room. Along with insights from industry consultan…
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Matthew Eickman, J.D., AIF® is the National Retirement Practice Leader for Qualified Plan Advisors® (QPA). He is also a member of the firm’s Investment Advisory Board, holds his FINRA series 66 registration, and is an Accredited Investment Fiduciary (AIF®). Bentley Ford is the Managing Director, Dallas Market, with Prime Capital Investment Advisors…
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In this episode of Friday Fiduciary Five, Eric Dyson provides an overview of the Investment Policy Statement considered to be a plan document and the language used in the Investment Policy Statement should be considered a fiduciary act. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com Linke…
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Don Trone is the CEO and one of the Co-founders of 3ethos. Don was the founding CEO of fi360, and filled that role until 2007. He was the founder and President of the Foundation for Fiduciary Studies; and, the first person to direct the Institute for Leadership at the U.S. Coast Guard Academy. In 2015 he was named by Investment Advisor magazine as …
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the use of benchmarks in investment policy statements and how they should match those used in participant disclosures. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/…
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For over 20 years, Shannon and her team at TriStar Pension Consulting have acted as a secret weapon for financial advisors, CPAs, small businesses, and plan sponsors. They are the go-to resource for plan design, fixing broken retirement plans, client presentation support, and high touch customer service. Since starting the firm over two decades ago…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about using your Investment Policy Statement as a roadmap, emphasizing making it flexible and specific in order for committee members to reach their retirement goals without confusion. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.co…
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Sheri Fitts, founder/CEO, is a compelling public speaker and financial services marketing, sales, and brand guru on a mission to amplify the heart of financial services. Sheri harnesses the power of emotional connection to help financial professionals create more trust in their client relationships and make their engagements more meaningful to thei…
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In this episode, Suzanne Spradley and Chase Cannon discuss the US importation policies and rules aimed at lowering domestic prescription drug costs. Suzanne walks through the legalities of drug importation generally and then outlines the specific programs by which states can develop importation plans. Chase and Suzanne discuss several state importa…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty to follow the plan document and whether the investment policy statement is considered a plan document by ERISA. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/…
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Welcome back, one and all, to NABIP’s Healthcare Happy Hour podcast. Earlier this week, the association submitted our response to a Request for Information, or RFI, from the House Education and Workforce Committee. The RFI focused on the Employee Retirement Income Security Act of 1974 (much more commonly referred to as ERISA). In light of the law’s…
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As the Senior Retirement Strategist, Glenn Dial is responsible for overseeing the firm’s strategic planning for the US-defined contribution (DC) channel, which is responsible for Investment Strategies, Thought Leadership, and Tools to help develop customized solutions for retirement plan intermediaries and their clients. In this episode, Eric and G…
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Comment on the Show by Sending Mark a Text Message. Can you imagine facing a nightmare in the very place meant for professional growth? Carol Tomka's story, set nearly three decades ago, echoes the chilling experiences that, unfortunately, still resonate in today's workplaces. This episode brings to light the harrowing journey of Carol, who suffere…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the right question a fiduciary must ask themselves in order to be a truly prudent fiduciary. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/…
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Brandon Helms is a Retirement Investment Consultant-DCIO in Columbia Threadneedle Investments. For him, every day is about serving & impacting others. Brandon believes that when you add value to others, they become valuable to you so he focuses on providing solutions to other people’s problems and gives value by getting people to act on his experti…
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Comment on the Show by Sending Mark a Text Message. Could your company's efforts to foster diversity be paradoxically fueling discrimination? Unpack the complexity of corporate DEI programs with us, as we scrutinize their waning popularity and the alarming suggestion that these well-intentioned initiatives might actually be nurturing a new kind of …
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In this episode, Chase Cannon and Suzanne Spradley remind employers about important ACA employer mandate reporting deadlines with the IRS, including a change in electronic reporting in 2024 for smaller employers. Chase also outlines some updated numbers relating to the federal poverty line (FPL), ACA affordability calculations and ACA penalty amoun…
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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 t…
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In this special edition of the Healthcare Happy Hour, we take you inside the halls of the 34th Annual Capitol Conference, held in Washington D.C. from February 25th to 28th, 2024. This episode, recorded live amidst the buzz and excitement of Cap Con, offers an unparalleled glimpse into the heart of healthcare policy discussions and developments tha…
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Comment on the Show by Sending Mark a Text Message. Embark on a legal journey that cuts to the core of workplace ethics as we dissect the Billie Banks vs. General Motors case, a paramount lawsuit that challenges our understanding of race-based discrimination and hostile work environments. This episode lays bare the incidents of racial taunts and se…
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Comment on the Show by Sending Mark a Text Message. Could an algorithm determine your career future? We're peering into the transformative world of AI-driven employee performance reviews, dissecting the complexities and the concerns they introduce into the workplace. This episode takes a hard look at the implications of replacing traditional perfor…
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Comment on the Show by Sending Mark a Text Message. Have you ever been thrust into the bewildering maze of disability claims? Fear not, because Mark is here to guide you through this critical journey. On today’s episode is a comprehensive roadmap of the ERISA disability claims process, where Mark unravels the intricacies of both short-term and long…
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Comment on the Show by Sending Mark a Text Message. Discover the seismic shift in whistleblower protections as we trace the footsteps of Trevor Murray, the former UBS employee whose courage has carved a new path in the legal jungle. This episode is a treasure trove of insights for anyone standing at the crossroads of ethical decisions in the workpl…
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As our listeners are aware, NABIP’s 34th Capitol Conference is just around the corner, from February 25-28, 2024, here in Washington D.C. If for some reason you haven’t registered yet, we’re positive you’ll be clamoring to be registered as soon as this episode ends!We have the privilege this week of welcoming a very special guest: Amy Walter - the …
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In this episode, Suzanne Spradley and Chase Cannon give an overview of the No Surprises Act (NSA) — a consumer health protection law that places certain requirements on providers and payers (insurers and group health plans). Suzanne describes the main requirements under the NSA and introduces the Independent Dispute Resolution (IDR) process, which …
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Whether you're just beginning to explore Long Term Care insurance or currently dealing with a claim, this podcast is designed to be your trusted companion. Subscribe now for regular episodes that equip you with the tools to navigate the Long Term Care Claims Process confidently. Visit us at https://www.kantorlaw.net/…
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Having your Long Term Insurance Claim denied is a devastating feeling. In this episode of Talking Insurance with Kantor & Kantor, Glenn Kantor talks candidly about the long term insurance process and gives valuable insight into things you needs to know when starting this journey. Join us and learn more about what your rights are, and what you can d…
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Happy New Year! We hope you all enjoyed the holidays after a long fourth quarter and OEP. We’re going to kick the year off today by discussing the comments that NABIP submitted to CMS regarding the recent, alarming, proposed regulations relevant to FMOs and Medicare agent compensation. We also saw a hotly anticipated proposed rule come out on Assoc…
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Welcome back to NABIP’s Healthcare Happy Hour podcast! Earlier this week, NABIP submitted a response to a request for information, or RFI, from the tri-agencies on coverage of over-the-counter preventive services. But in addition to that, NABIP Director of State Affairs Max Karlin is making his official podcast debut to discuss his experience at th…
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In this episode, Chase Cannon and Suzanne Spradley discuss employer compliance with the HIPAA privacy and security rules via lessons learned from three new HHS HIPAA settlement announcements. Chase leads off with a high-level review of the HIPAA rules for both fully and self-insured plans and the importance of safeguarding protected health informat…
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We hope you had a fantastic Thanksgiving holiday with your family and friends. As our Medicare agents are aware through our communications over the last few weeks, CMS recently issued a new Medicare Advantage proposed rule for the contract year 2025. Included in the draft regulation are provisions related to broker compensation and “administrative …
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Did you know that November is Long-Term Care Insurance Awareness Month? NABIP was the driving force behind the 2001 proclamation that established LTCI Awareness Month. LTCI is an area that grows more important every day, with over 10,000 individuals turning 65 daily and about 70 percent seniors requiring some form of long-term care.On this week’s e…
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Comment on the Show by Sending Mark a Text Message. Ready to discover the untapped benefits of creating menopause-friendly workplaces? Buckle up as we take you through the enlightening findings of Bank of America's study on menopause in the workplace. We uncover the critical need for employers to address the challenges faced by women going through …
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As I’m sure all of our listeners are aware, the open enrollment period is underway! Running from November 1 through January 15 (although consumers will actually get one additional day to enroll this year as January 15 falls on a federal holiday), the OEP is an opportunity for millions to get covered, especially those who have lost coverage during t…
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On September 1, the National Association of Benefits and Insurance Professionals welcomed new Chief Executive Officer Jessica Brooks-Woods. Prior to NABIP, Jessica served as president and CEO of the Pittsburgh Business Group on Health. On this week’s episode of the Healthcare Happy Hour, Dan Parker is joined by Jessica to discuss what led her to NA…
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Comment on the Show by Sending Mark a Text Message. In this episode I discuss why performance reviews do not work and why employers are to blame. Changing the name doesn't change the game! We confront the rising trend of replacing 'performance reviews' with softer terms like 'feedback' and 'feed forward.' Drawing on my own experiences as an employm…
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Last week, Kevin McCarthy became the first speaker of the House in United States history to be ousted from the position via vote. This week, the House has scrambled to replace McCarthy. While the chamber has a temporary speaker in place, his powers are limited and the GOP majority must choose a permanent leader before anything can be considered on …
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