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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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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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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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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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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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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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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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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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The bipartisan nature of retirement plan legislation is key to its success. American Benefits Council President Jim Klein, the “OG” of retirement plan policy, joins Brian Graff for an in-depth discussion of retirement saving, healthcare and how ERISA—which turns 50 this year—has impacted both.By James Klein
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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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About Jenny Kiesewetter: As an ERISA and employee benefits attorney at Fisher Phillips, Jenny Kiesewetter helps clients navigate the complex and ever-changing landscape of ERISA, health and welfare benefit plans, retirement plans, cafeteria plans, severance plans, and equity-based compensation plans. Jenny also works with plan sponsors, administrat…
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On this podcast, Harvey Cotton, Bill Littell, and Darien Saft from Ropes & Gray’s benefits consulting group delve into the intricacies of the Lewandowski v. Johnson & Johnson ERISA class action lawsuit. They discuss the allegations of fiduciary breaches in the administration of J&J's pharmacy benefit and explore the potential implications of these …
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of understanding revenue share in ERISA plans, highlighting potential issues arising from a lack of understanding such as inadequate fee leveling due to exceptions and inequitable distribution of expenses. Connect with Eric Dyson: Website: https://90northllc.com/ Phone:…
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From the Johnson & Johnson fiduciary breach to the Affordable Care Act preventive care mandate, to the Supreme Court’s decision overruling prior precedent in a case commonly known as Chevron—this year has been a busy one for court cases impacting group health plans.In this episode, Alliant’s in-house employee benefits compliance attorneys discuss a…
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About Dennis Fowler: As a partner and practice leader at The Baldwin Group, Dennis helps employers achieve their culture and goals through innovative and tailored benefit strategies. He has over 14 years of experience in the insurance and human capital ecosystem, and he is passionate about disrupting the expensive and unsustainable healthcare syste…
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On this episode of Culture & Compliance Chronicles, Amanda Raad and Nitish Upadhyaya from Ropes & Gray’s Insights Lab, and Richard Bistrong of Front-Line Anti-Bribery, delve into the intricacies of corporate culture and compliance with special guest Guillem Casoliva Cabana. A seasoned traveler and compliance manager at Booking.com, Guillem takes us…
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Former high-ranking Social Security Administration official and retirement policy gadfly Andrew Biggs joins American Retirement Association CEO Brian Graff for a frank discussion about the data fueling the 401(k) debate. Biggs, a frequent financial media critic of ‘retirement crisis’ sensationalism, explains the retirement readiness disconnect—and …
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The U.S. Supreme Court’s term has ended, with major implications for federal agencies and those that are regulated by them. What did the Court cover? And what remains unaddressed? Join litigation & enforcement partners Doug Hallward-Driemeier and Jeremiah Williams as they discuss the impact of Jarkesy and Loper Bright on federal agency authority, i…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about why meeting minutes are important, and how appropriately detailed minutes make a big difference in demonstrating adherence to a fiduciary standard of care. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www…
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On this episode of Ropes & Gray’s podcast series, Decoding Digital Health, Christine Moundas, a health care partner and co-chair of the firm’s digital health initiative, is joined by Dr. Bernardo Bizzo, a senior director at Mass General Brigham AI and assistant professor of radiology in the Department of Radiology at Mass General Hospital. Dr. Bizz…
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Tune in to the latest episode of Ropes & Gray's podcast series, The Data Day, brought to you by the firm’s data, privacy & cybersecurity practice. This series focuses on the day-to-day effects that data has on all of our lives as well as other exciting and interesting legal and regulatory developments in the world of data, and features a range of g…
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About Paul Sommerstad: Paul is a Partner in the firm’s Retirement Plan Services Group. He has more than fifteen years of experience in the retirement plan industry and specializes in helping organizations understand how plan design can dramatically improve their employees’ ability to successfully retire and how proper governance can limit personal …
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of regularly reviewing service standards and negotiating fee concessions. He also talks about how a fiduciary should always evaluate service providers through regular surveys or assessments to ensure they are meeting their contractual obligations and delivering agreed-u…
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In this insightful episode, we welcome our of counsel, Jaclyn Conover, to share her legal expertise on navigating bad faith disability claims. Jaclyn delves into critical topics, providing valuable advice and strategies, including: ☑️ The Benefits of Early Settlement: Discover how early settlements can save you from the financial and emotional toll…
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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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Beth Allen has made a career of advising employers and benefits professionals on the legal obligations imposed by federal and state benefits-related laws. She has a knack for taking complicated compliance concepts and effectively explaining them to plan sponsors, HR leaders, and company executives alike. In this episode, Eric and Beth Allen discuss…
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On this episode of Ropes & Gray’s podcast series, Non-binding Guidance, counsel Steve Sencer moderates a discussion on how FDA regulatory issues may impact academic medical centers (AMCs), health systems, and universities/research institutions. Joined by partner David Peloquin, and counsel Sarah Blankstein and Beth Weinman, the episode explores the…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of adhering to ERISA plan documents. He highlights common non-compliance issues, such as using plan forfeitures, defining compensation, vesting, and service credit. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.c…
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On this episode of Ropes & Gray’s Alumni @ RopesTalk podcast, private equity partner Carl Marcellino interviews #1 New York Times-best-selling novelist, comic book writer and musician Charles Soule, who was an associate at Ropes & Gray from 2000-2004. They discuss how Charles built a creative life while practicing as a lawyer. Charles shares his ex…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the duty to diversify investments under ERISA. He also covers the guidance provided under ERISA section 404(c). 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 co…
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On this Ropes & Gray podcast, join health care partner Stephanie Webster as she moderates a discussion with fellow health care attorneys David Ault, Ben Wilson and Devin Cohen on the evolving landscape of value-based care programs for health care providers. They address the financial viability of Accountable Care Organizations (ACOs), the implicati…
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Tina Wilson is Executive Vice President and Chief Product Officer for Empower. In her role, she is responsible for the strategy, ideation, and design of retirement and personal wealth products and solutions and oversees the team responsible for product development, management methodology, and governance. She is also responsible for the defined bene…
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On this Ropes & Gray podcast, join asset management partners Eve Ellis and Jason Brown as they delve into key regulatory issues impacting clients with interests in both the United States and Europe. Specifically, they explore the differences in how the U.S. Securities & Exchange Commission (SEC) and the U.K. Financial Conduct Authority (FCA) superv…
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In this episode of Friday Fiduciary Five, Eric Dyson discusses the ERISA fiduciary duty of prudence. He talks about the importance of taking a proactive approach to plan management and monitoring, rather than neglecting these responsibilities due to inconvenience or other excuses. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940…
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The information contained herein is general in nature and is provided solely for educational and informational purposes. 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 or legal advice. Stable Value Investments is a division of New York Life Insur…
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Welcome back to the Culture & Compliance Chronicles, a podcast series brought to you by Ropes & Gray’s Insights Lab and Front-Line Anti-Bribery. Join Amanda Raad, co-leader of R&G Insights Lab and the firm’s global anti-corruption and international risk practice, Nitish Upadhyaya, R&G Insights Lab director of behavioral insights, and Richard Bistro…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the fiduciary duty of loyalty and acting exclusively in best the interest of plan participants and beneficiaries. 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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With potentially major changes in administrative law coming from the Supreme Court in the next couple of weeks, join litigation & enforcement partners Doug Hallward-Driemeier and Jeremiah Williams for a conversation about the potential demise of the Chevron doctrine, newly invigorated major questions doctrine, and likely outcome and implications of…
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About Bryan England, AIF®️: Bryan is the Chief Operating Officer of Sundvold Financial. He leads the firm’s retirement plan education team as well as its investment due diligence processes. Furthermore, he manages a group of the firm’s retirement plan clients, several of whom have been with the firm since Bryan’s first day in 1999. About Eric Morri…
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In this episode, Suzanne Spradley and Chase Cannon review the current state and federal regulation of pharmacy benefit managers (PBMs), focusing on litigation surrounding recent state-enacted PBM rules. Suzanne starts off with a high-level description of PBMs and the role they play in the group health plan context. Suzanne and Chase discuss the ple…
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Comment on the Show by Sending Mark a Text Message. Can employers really push for arbitration in sex discrimination cases, flouting federal laws? Join me, Mark, as we dissect this pressing concern and shed light on the ramifications of the Ending Forced Arbitration of Sexual Assault and Sexual Harassment Act of 2021. Signed into law by President Bi…
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In this episode of Friday Fiduciary Five, Eric Dyson begins a five-part series regarding ERISA plan fiduciary basic responsibilities. He talks about the four basic fiduciary duties in ERISA, which are the duty of loyalty, prudence, diversification, and following plan documents. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-24…
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Join us for a special episode of the Healthcare Happy Hour podcast, sponsored by our Premier Affinity Partner, AgencyBloc, an agency management system that helps health and life insurance agents manage their information, leads, policies, and communications with clients. Alongside our host, David Saltzman, they discuss their AMS, along with addition…
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On this Ropes & Gray podcast, Amy Kossak, who recently joined Ropes & Gray after a decade investigating and litigating FCA cases at the Department of Justice (“DOJ”), talks with Andrew O’Connor and Michael Lampert, co-leaders of the firm’s False Claims Act (“FCA”) practice. Together, they explore the latest trends, potential risks, and effective st…
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In this episode of The Proskauer Benefits Brief, David Teigman, partner in the Tax Department and a member of the Employee Benefits & Executive Compensation Group, Josh Apfelroth, partner in the Private Equity and Mergers & Acquisitions Group and Nick LaSpina, senior counsel in the Employee Benefits and Executive Compensation Group discuss sharehol…
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About Renee Scherzer: As a Retirement Plan Specialist, Renee provides clients with strategies to empower their employees to build financial independence while managing the fiduciary liability of organizations and their executives through their 401(k), 403(b), and executive planning needs. In this episode, Eric and Renee discuss: Meeting people at t…
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In this episode of Friday Fiduciary Five, Eric Dyson defines his use of the catchphrase “Be More Than a Fiduciary. He talks about how fiduciaries should prioritize the well-being of the people they serve and strive to be the best steward they can possibly be. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: conta…
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On this episode of Women @ RopesTalk hosted by IP transactions partner Megan Baca, IP transactions counsel Georgina Suzuki returns for another engaging conversation, this time with Svetlana Lucas, PhD, the chief business officer at Scribe Therapeutics, a biotech company that develops and engineers advanced CRISPR-based therapies for a wide range of…
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Mike DiCenso is a seasoned professional in the retirement industry, carrying over three decades of rich experience. His expertise spans a broad range of competencies. Mike crafts visionary strategies and direction, marked by critical thinking and market leadership. He is proficient in practice management and mastering business metrics, demonstratin…
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We all know it’s an election year, and Congressional action has been limited. Join host David Saltzman and NABIP lobbyists John Greene and Michael Andel to discuss several key topics related to healthcare legislation, including employer reporting and the challenges faced by employers in complying with the reporting requirements. They also discuss t…
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On this episode of Ropes & Gray’s podcast series, Decoding Digital Health, host Kellie Combs, a partner in the life sciences regulatory and compliance group and co-chair of the firm’s cross-practice digital health group, is joined by Greg Levine, chair of the firm's global life sciences regulatory and compliance practice, and Lincoln Tsang, head of…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about why employers should consider paying for record-keeping and advisor fees via a billable invoice. He also talks about how employers can promote this as an additional benefit value for employees. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contac…
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On this episode of the R&G Tech Studio podcast, managing principal and global head of advanced E-Discovery and A.I. strategy Shannon Capone Kirk sits down with data, privacy & cybersecurity partner Fran Faircloth to discuss how new and ever-evolving technology is impacting her clients, particularly generative AI, and the challenges that arise in li…
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Joel is a former practicing ERISA attorney and long-tenured member of NFP Retirement's senior management team. As President of NFP Retirement Joel is charged with expanding the retirement practice in terms of scale, breadth of services, and geographical footprint. Leveraging both his legal and investment experience, Joel seeks to ensure that the NF…
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In the second part of this two-part podcast series, David Kirchner, Elliot Saavedra, and Jack Eckart from Ropes & Gray's benefits consulting group share their insights and experiences in collaborating with pooled employer plan ("PEP") providers. They discuss the process of bidding and vetting these providers on behalf of clients, while also delving…
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Department of Labor Chief Operating Officer and senior staff member Tim Hauser joins American Retirement Association CEO Brian Graff for a comprehensive discussion of the myths, controversies and questions surrounding the final fiduciary rule, officially called the Retirement Security Rule. This frank and factual conversation between two fiduciary …
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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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On this Ropes & Gray podcast, join real estate investments & transactions attorneys Peter Alpert, Pete Scherer, and Cory Steinberg as they discuss the implications of EPA’s recent federal environmental regulations addressing per- and polyfluorinated substances (“PFAS”). Gain insights into the legal and practical implications of PFAS being recognize…
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