show episodes
 
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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Rock and Roll Hall of Famer Prince featured the "Upper Room with Joe Kelley and Gi Dussault" on his official website www.npgmusicclub.com. This is the first radio show to have ever received that honor. "Musicians Reveal with Joe Kelley" has been on the radio airwaves since 1982. Joe Kelley and Gi Dussault co-host the show and are well-respected in the music business as creative air personalities and supporters of independent musicians . Our web site is located at www.musiciansreveal.com . Th ...
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Taj Longino former hip hop artist that had moderate regional success now is a media personality. Interview style form the Taj Longino Show podcast is where we educate through entertainment. Interviewing celebrity guest like Martin Lawrence, Michael Eric Dyson, Kelly Price, 2 Chainz, Bone Thugs N Harmony, OJ da Juiceman, Young Dro, Yung LA, David Banner, Arsenio Hall, Deonaty Wilder, J Prince, Biz Markie, Mobb Deep and more.
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The Hardly Academic Podcast is two men having emotionally and intellectually honest discussions about life, work, relationships, comedy and experiences living in Washington, DC. We'll navigate -isms, -ologies and sometimes y. Episodes feature special guests, music, listener interactions and news about goings on in the area and online. The podcast is co-hosted by DC native Eric Dyson and Georgia-born DC transplant Nick King. Contact us at hardlyacademicdc@gmail.com.
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New Visions, New Voices

New Visions, New Voices

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New Visions, New Voices brings to public radio some of the nation’s most important diverse and emerging voices, offering the rich and varied perspectives needed to reach an increasingly diverse audience. New Visions, New Voices will use multimedia formats and engage established and emerging talents to produce short-form segments including commentaries, vignettes, and features for public radio. Long-form productions will offer in-depth exploration of topics in education, technology, politics ...
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I Hear You

Kathryn J. Coleman, Ph.D

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The I Hear You Podcast with Dr. Kathryn Coleman brings together a range of experts from diverse industries to discuss the experiences we share. This podcast will demystify the world of work, answer questions, and provide a platform for everyone to be heard
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The Paul Wharton Show

Full Service Radio

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THE PAUL WHARTON SHOW is a weekly lifestyle, entertainment and pop culture radio show hosted by Paul Wharton featuring celebrity guests and Influencers in discussion on the world’s latest hot topics. The show, which broadcasts an original episode every Friday during the popular “drive time” at 6pm on SiriusXM Channel 141, and two additional encore broadcasts throughout the week, is the perfect way to end your work week and get ready for the weekend with entertaining and insightful conversati ...
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The Tuff Juice Podcast with Caron Butler

The Tuff Juice Podcast with Caron Butler

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Behind every success, there’s a story. On “The Tuff Juice Podcast with Caron Butler,” the universally respected NBA champion, entrepreneur, philanthropist, and activist — who survived a life of crime in his youth and built himself up with hard work — sits down with accomplished and influential guests from the worlds of sports, entertainment, business, and activism to discuss how they achieved success. The conversations are incredibly revealing and entertaining but also educational, with Caro ...
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Race and Democracy

Race and Democracy

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"Race and Democracy" features Dr. Peniel Joseph and expert guests to discuss the most important questions of our time about race, democracy, social justice, culture, and moral and ethical issues. Texas Podcast Network is brought to you by The University of Texas at Austin. Podcasts are produced by faculty members and staffers at UT Austin who work with University Communications to craft content that adheres to journalistic best practices. The University of Texas at Austin offers these podcas ...
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Here at Boardroom Sessions we meet Southern California's Best and Brightest Technology Leaders and Executives. We learn about their backgrounds, business models, challenges and goals. Take a listen, join the discussion and enjoy! About the host Mike Miller When not in the Boardroom of one of his clients, consulting on Digital Transformation and Platform Architecture, Mike can be found at the beach. He lives in Huntington Beach California with his wife and 3 children. His true passions are Su ...
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Sound Discussion

EastWest Institute

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Expert perspectives on global issues. Sound Discussion podcast offers analysis and commentary by leaders, policymakers and scholars to help inform audiences and shape policy considerations to address pressing political, economic, cyberspace and security issues in regions such as Russia, Asia Pacific, South Asia, the Middle East and the Balkans. EWI is a global network of influential stakeholders committed to and engaged in building trust and preventing conflict around the world.
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show series
 
In this episode of Friday Fiduciary Five, Eric Dyson talks about training employees effectively. He references "A Message to Garcia," a true classic that instills the value of completing tasks without excuses. Eric shares experiences from his Navy career, highlighting the significance of punctuality and thoroughness. He also draws parallels to cust…
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Matthew Eickman is the chief legal officer at the Fiduciary Law Center (FLC), where he brings over two decades of specialized experience in fiduciary responsibilities, defined contribution and benefit plans, and executive compensation programs. In 2023, Matthew was inducted as a Fellow of the American College of Employee Benefits Counsel, a prestig…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of finding the right people. He references an Old Testament Bible verse from King Solomon to illustrate the rarity of finding the right individual out of many. Eric advises a continuous search for qualified candidates and shares anecdotes from his experience in various …
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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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Tune in as we welcome Lakecia Gunter, the Chief Technology Officer for Microsoft’s Global Partner Solutions (GPS) organization. Before joining Microsoft, Lakecia held several leadership roles at Intel Corporation and currently serves as an independent director on the board of IDEX Corporation, where she’s a member of the Compensation and Nomination…
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In this episode of the Friday Fiduciary Five, Eric Dyson talks about the importance of defining and refining one's purpose in leadership. He outlines a leadership philosophy that includes defining and refining one's purpose, finding the right people, training them, setting high standards, and being an inspiration. Connect with Eric Dyson: Website: …
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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 discusses the importance of a leader's belief system in shaping a leadership philosophy. He emphasizes that a leader's beliefs about people and natural laws are foundational. Eric encourages leaders to reflect on their own beliefs and to begin developing a leadership framework that aligns with th…
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In this episode we discuss the art of balancing personal and professional aspirations with Curtis Johnson. Curtis is a software engineer with over 25 years of experience in the public and private sectors. He has managed to navigate his personal, professional and civic life. Curtis was appointed by Governor Tim Walz to the Board of Directors of Serv…
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About Rachel Duncan: Rachel is the Vice President of Relationship Management at Retirement Plan Services, overseeing the mid/large market client relationship team and ensuring a robust client experience for Lincoln Financial Group's top clients. With 23 years in the industry, she joined Lincoln Financial in 2001 after teaching 6th grade in Virginia…
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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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Musicians Reveal welcomes New York City funk music legend Milo Z, who shares his insights on the vibrant music scene and his journey through the industry. Milo discusses his latest single, “Stand Up,” which addresses the current political climate and the importance of unity in a divided America. He reflects on his early experiences in music, includ…
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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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Join us for an unforgettable conversation with Chicago guitar legend Ronnie Baker Brooks as he discusses his new CD "Blues In My DNA." Ronnie shares heartfelt stories about his father, the late blues great Lonnie Brooks, and reflects on their deep musical connection. He also opens up about his friendship with Jellybean Johnson and his experiences r…
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Join me and Dr. Kalifa Oliver, author of I Think I Love My Job: Secrets to Designing a People-Centered Employer Value Proposition (That You Can Actually Boast About), for an engaging discussion on the employee experience and how organizations can either enhance or detract from it. Kalifa Oliver, Ph.D. is an international experience coach, executive…
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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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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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Born and raised in rural Hertfordshire, Aaron Liddard began his musical journey with the tuba, later exploring piano and guitar before finding his true passion for the saxophone. His early musical education under classical composer Nicholas Sackman and choral director Dr. Charlie Beale ignited his enthusiasm, but it was the Buntingford Jazz Club th…
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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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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 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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Join Michelle Braden - 2023 Chief Learning Officer of the year as she talks about learning, upskilling and reskilling. Michelle is former Vice President of Global Talent Development at WEX. With over 25 years of experience in the learning and development- Michelle has an extensive background in IT, Sales and Learning roles with Fortune 100 companie…
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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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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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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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Join our Emmy award-winning guest, Lauri Sanders. With over 20 years of experience, Lauri has expertly built and managed the image and reputation of Fortune 100 companies and government agencies. Notably, she led the Illinois Department of Public Health through the pandemic, the monkeypox outbreak, and various socio-political challenges. If you enj…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on establishing a process for periodic review of selected target date funds (TDFs). Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The informa…
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Lisa Drake is a Retirement Plan Consultant based in SageView’s Florida office, working closely with plan sponsor clients on plan design, investment due diligence, monitoring and reporting as well as ERISA compliance to maximize fiduciary protection for employers. She specializes in driving positive retirement plan outcomes and developing long-stand…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the need for careful comparison, selection, and documentation in choosing Target Date Funds. 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 contained herein is g…
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Join our guest, Jennifer Brown (she/her), award-winning entrepreneur, speaker, author, and diversity and inclusion expert. As the Founder and CEO of Jennifer Brown Consulting (JBC), a certified woman- and LGBT-owned firm, Jennifer and her team design and execute inclusion strategies that have been implemented by some of the biggest companies and no…
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Laura Jurica is the SVP of finance, accounting, and compliance at Andrews Distributing. She has been with the organization for just over 24 years, all in accounting and finance capacity. Laura has been a member of the 401K committee for six years. Andrews Distributing is a beverage distributor in the North Texas and South Texas markets. In this epi…
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In this episode of the Friday Fiduciary Five, Eric Dyson talks about evaluating and selecting target date funds based on a glide path fit according to participants' demographics and risk tolerance. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kgu…
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Greta Green Gentile is a strategic benefits, wellness, and total rewards director/sr. manager. She is a proactive HR business partner with proven success in guiding the development of best practices in benefits, wellness, compensation, HRIS, communications, compliance, performance development, employee relations, training, staffing, and payroll in …
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the differences among TDFs, including how this is referenced in DOL TDF Guidance. This includes a consideration and understanding of investment strategies, glide paths, and fees. Eric emphasizes the need for fiduciaries to evaluate these factors when selecting a TDF. Connect with Eric…
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With over 25 years of experience in the retirement plan industry, Jania Stout is a passionate and knowledgeable fiduciary leader who helps employers with fiduciary governance but with a dual focus on helping their employees achieve their financial wellness goals. As the Senior Vice President and Co-Founder of Fiduciary Plan Advisors, a OneDigital c…
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Join our special guest, Dr. Michael Eric Dyson world renown activist, scholar, speaker and author as we work to demystify the ever evolving narrative of Diversity, Inclusion, Equity and Belonging. Check out his new book The Unfinished Fight for the Vote, by Michael Eric Dyson and Marc Favreau which will be available September 10, 2024. If you like …
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Andre Cymone is a renowned musician, producer, and songwriter who first made his mark as the bassist for Prince's early band. Born in Minneapolis, Cymone played a pivotal role in shaping the Minneapolis sound, a unique fusion of funk, rock, and new wave. His contributions to Prince's groundbreaking early albums helped define an era and set the stag…
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As an introduction and preview to a series - in this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on target date funds. He highlights eight key points from the guidance, including establishing a process for comparing and selecting target date funds. Connect with Eric Dyson: Website: https://90northllc.…
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Bill Leitner is the Vice President of ISC Group, an independent firm that has helped clients navigate the complexities of the financial world since 1987. ISC Group, Inc. is affiliated with and Securities offered through Institutional Securities Corporation (ISC), Member FINRA/SIPC. Bill is a registered representative of ISC. In this episode, Eric a…
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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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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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Chris Jasper, a renowned musician, songwriter, and producer, is best known for his integral role in the legendary soul and funk group, The Isley Brothers. Born on December 30, 1951, in Cincinnati, Ohio, Jasper's musical journey began at a young age, heavily influenced by classical training in piano and his immersion in R&B and soul music. As a key …
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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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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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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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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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