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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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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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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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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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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 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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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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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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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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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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What does a law to protect worker pensions have to do with how health insurance is regulated? Far more than most people may think. The Employee Retirement Income Security Act, or ERISA, turns 50 in September. The law fundamentally changed the way the federal and state governments regulate employer-provided health insurance and continues to shape he…
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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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In this episode of the Healthcare Happy Hour, host David Saltzman interviews Bianca Saul, the chair of the NABIP Employer Working Group. They discuss Saul's background in the industry and the role of the working group in advocating for employer-provided health coverage. They also touch on topics such as employer reporting, fiduciary responsibility,…
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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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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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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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Many employers are considering covering GLP-1 drugs for weight loss, but the costs associated with this coverage can be extensive. Join Alliant’s employee benefits compliance team for a robust discussion on how to cover GLP-1 drugs without breaking the bank or the law.Von Alliant Employee Benefits
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NABIP Membership Chair Leslie Shelton discusses her journey into the insurance business and her passion for membership. She emphasizes the importance of making new members feel welcome and supported, and shares strategies for improving the member experience. Shelton also highlights the social aspect of NABIP and the value of networking and building…
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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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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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The 50th anniversary of the Employee Retirement Income Security Act (ERISA) is rapidly approaching, a law that “affects real people every day,” according to Michael Kreps, a principal with Groom Law and chair of its Retirement Services Group. Kreps, a former Senate HELP Committee retirement policy staffer, joins American Retirement Association (ARA…
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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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NABIP’s Vice President of Congressional Affairs Michael Andel and Tiber Creek Group’s Andrew McKechnie discuss setting meetings with your federal legislators during August recess and how to get the most out of these meeting.NABIP has released August talking points for all members to use and is encouraging all members to meet with their federal legi…
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Vice President Kamala Harris this week officially became the Democratic nominee for president and named Minnesota governor and former U.S. congressman Tim Walz as her running mate. Meanwhile, a new study finds the number of abortions taking place since the overturn of Roe v. Wade continued to rise into early this year, despite the imposition of abo…
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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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The elevation of Vice President Kamala Harris to the top of the presumed Democratic presidential ticket is newly energizing the debate over abortion, while former President Donald Trump attempts to distance himself from more sweeping proposals in the “Project 2025” GOP blueprint put together by his former administration officials and the conservati…
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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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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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For the 2024 campaign, Joe Biden is out, and Kamala Harris is in. As the vice president makes moves toward the top of the Democratic presidential ticket, health policy is resurging as a campaign issue. Meanwhile, Congress tries — and again fails — to make timely progress on the annual government spending bills as abortion issues cause delays. Alice…
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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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Alicia Riedl, the new national president of NABIP, shares her journey in the insurance industry and discusses the issues and initiatives that NABIP is focusing on. She emphasizes the importance of creating a healthcare system centered around the consumer and highlights NABIP's efforts to advocate for a better healthcare system. Riedl also discusses…
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ERISA turns 50 on Labor Day. It’s older, wiser, and still looks great. What has been its most significant impact on the ability of America’s workers to save? Preston Rutledge joins American Retirement Association CEO Brian Graff for a comprehensive look back and ahead. Rutledge, founder and principal of Rutledge Policy Group, knows the subject well…
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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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After an assassination attempt last weekend sent former President Donald Trump to the hospital with minor injuries, the Republican National Convention went off with little mention of health care issues. And Trump’s newly nominated vice presidential pick, Sen. J.D. Vance of Ohio, has barely staked out a record on health during his 18 months in offic…
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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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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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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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As Donald Trump prepares to be formally nominated as the GOP’s candidate for president next week, the platform he will run on is taking shape. And in line with Trump’s approach, it aims to simultaneously satisfy hard-core abortion opponents and reassure more moderate swing voters. Meanwhile, the Federal Trade Commission takes on pharmacy benefits m…
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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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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.Von James Klein
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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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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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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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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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The Supreme Court has issued its final opinions for the 2023-24 term, including decisions affecting abortion access, the opioid epidemic, and how the federal government functions. In this special episode, Sarah Somers, legal director of the National Health Law Program, joins KFF Health News’ chief Washington correspondent, Julie Rovner, to discuss …
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