Best Eric Dyson Podcasts (2025)

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FF5 #77 - ERISA Bond v Fiduciary Liability Insurance 7:09

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5d ago7:09

7:09

In this episode of Friday Fiduciary Five, Eric Dyson talks about the differences between ERISA bonds and fiduciary liability insurance. ERISA bonds protect against fraud and theft, while fiduciary liability insurance covers fiduciary breaches. Eric emphasizes the importance of having both types of insurance, noting that ERISA bonds are required by …

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Sage Burke - Big wave surfer, Yogi and all-around hard charger 47:55

9d ago47:55

47:55

Sage Burke is a hard charging and accomplished Big Wave surfer. He is also an old soul who is wiser than his age by far. Don’t let his humble demeanor fool you, he goes on some of the scariest waves on the planet. He is also an amazing yoga instructor and we hear his story here. Check him out on Instagram @sage_burke and see some of the waves we di…

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FF5 #76 - A Cyber Risk That's Simple to Fix 3:38

12d ago3:38

3:38

In this episode of Friday Fiduciary Five, Eric Dyson talks about a common and easily fixable cybersecurity risk in retirement plans: participants who have not set up user IDs and passwords for their accounts. This oversight is the most frequent cause of cyber breaches, not the fault of plan sponsors or record keepers. Eric shares an anecdote about …

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Ellen Alphonso: Employee Benefit Plan Audit Best Practices 36:05

15d ago36:05

36:05

Ellen Alphonso, CPA, is a Senior Manager at Boyum Barenscheer PLLP and a recognized expert in employee benefit plan audits, with extensive experience guiding plan sponsors through the complexities of employee benefit plan compliance. Licensed as a Certified Public Accountant in Minnesota, Ellen has led audits for retirement plans ranging from under…

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FF5 #75 - McDonald v LabCorp Decision - Part 3 8:36

24d ago8:36

8:36

In this episode of Friday Fiduciary Five, Eric Dyson talks about the McDonald v LabCorp lawsuit, focusing on part three and float compensation. He recaps previous episodes on record-keeping fees and investment share classes. The court found the plan's fee monitoring process sufficient. Float income, earned on stale checks, is a plan asset under ERI…

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Apryl Pope, CFP: Closing Retirement Gaps Through Education and Empowerment 53:57

21d ago53:57

53:57

What if your money weren’t a source of stress, but instead a tool that gave you clarity and confidence about the future? This episode invites you to rethink how you approach financial planning—not as a rigid checklist of savings and investments, but as a way to design the life you want. You’ll hear how simple shifts in perspective can help you unco…

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FF5 #74 - McDonald v LabCorp Decision - Part 2 7:06

1M ago7:06

7:06

In this episode of Friday Fiduciary Five, Eric Dyson talks about the McDonald v. LabCorp ERISA litigation, focusing on investment share classes and collective investment trusts. He highlights that institutional share classes offer lower costs, and LabCorp moved participants to these classes within a reasonable timeframe. Eric emphasizes the importa…

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Jonathan Lee: A CHRO's Perspective 29:51

1M ago29:51

29:51

As Vice President of Human Resources at Glazer’s Beer & Beverage, Jonathan collaborates with his GBB colleagues to establish, implement, and improve people strategies and processes. Prior to joining GBB, Jonathan held HR executive roles across various industries, spanning over 20 years. His previous roles include stops at M&M Manufacturing (a Berks…

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FF5 #73 - McDonald v Labcorp Decision Part 1 6:17

1M ago6:17

6:17

In this episode of Friday Fiduciary Five, Eric Dyson talks about the LabCorp case, focusing on record-keeping fees. Plaintiffs argued fees should be $20-$25 per person per year, while the plan completed RFIs in 2017, 2019, and benchmarked in 2021 and 2022. The court found the process met the standard of care, though some argue a competitive bid pro…

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Jenny Kiesewetter: Fiduciary Duty in Selecting Health Plan Providers 31:54

1M ago31:54

31:54

Jenny Kiesewetter has more than 24 years of experience advising businesses in ERISA, employee benefits, compensation, fiduciary responsibility, and compliance matters. As a member of the firm’s Employee Benefits and Tax Practice in Nashville, she advises clients on all aspects of employee benefits and executive compensation, including qualified and…

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FF5 #72 - Alternative Investments Executive Order 11:39

1M ago11:39

11:39

In this episode of Friday Fiduciary Five, Eric Dyson talks about the August 2025 Executive Order by President Trump on alternative investments in 401(k) plans. He references his article in 401(k) Specialist Magazine, Private Equity in 401(k) Plans: Policy Shift or Practical Reality? and the 90 North newsletter - Private Equity in 401(k) Plans: What…

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Tom Kmak: Benchmarking Managed Accounts 41:42

2M ago41:42

41:42

Tom Kmak is the co-founder and Chief Executive Officer of Fiduciary Decisions (FDI, formerly Fiduciary Benchmarks). During his 16 years with the firm, FDI has become the industry’s leading firm for benchmarking retirement plans using a patented approach that recognizes the mathematical truth that “Fees Without Value is a Meaningless Comparison.” To…

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FF5 #71 The Devil is in the Details - Part 2 8:34

2M ago8:34

8:34

In this episode of Friday Fiduciary Five, Eric Dyson discusses intricate details of retirement plan record-keeping fee structures, emphasizing the importance of understanding those details. He references a case where a plan with several hundred million dollars and thousands of participants decided to eliminate revenue sharing and conduct an advisor…

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Nevin Adams: Default Income Solutions - Yea or Nay? 31:59

2M ago31:59

31:59

Now “retired” (whatever that means), Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association. One of the retirement industry’s most prolific writers, these days he’s “retired”, which means he writes less, but continues to keep his eye on developments in, and threats to, the nation’s private …

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FF5 #70 - The Devil is in the Details - Part 1 7:22

2M ago7:22

7:22

In this episode of Friday Fiduciary Five, Eric Dyson discusses the importance of details in fiduciary work, referencing Admiral Hyman Rickover's saying, "The devil's in the details, but so is salvation." He explains his process of conducting advisor searches for plan sponsors, emphasizing the need to understand pricing models, particularly asset-ba…

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Petros Koumantaros: Empowering Financial Futures Through Policy Education and Workplace Innovation 1:01:39

2M ago1:01:39

1:01:39

You don’t need to be a finance expert to realize the stakes—your future depends on it. In this compelling episode, we speak with Petros Koumantaros, Managing Director & CEO of Spectrum Pension Consultants, Co-Founder of the fintech company GROUPIRA, Financial Consultant at intellicents, volunteer financial literacy instructor at St. Joseph School, …

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Mike DiCenso - Non-Qualified Plans 29:20

2M ago29:20

29:20

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: Crafting visionary strategies and direction, marked by critical thinking and market leadership Proficient in practice management and mastering business metrics Demonstrated organizati…

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FF5 #69 - What's Hot? 9:54

2M ago9:54

9:54

In this episode of the Friday Fiduciary Five, Eric Dyson discusses the current “Hot Topics” for ERISA plans. Leading the list is the Cunningham v. Cornell decision, which shifts the burden of proving exemptions in prohibited transactions to fiduciaries. Fee and forfeiture litigation remains active, with dozens of new cases this year. Health plan fi…

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Mike Dullaghan - The Voice of the American Workplace 43:02

2M ago43:02

43:02

Mike Dullaghan is Director of Retirement Sales Execution for Franklin Templeton. He is responsible for providing thought leadership, promoting new content, and delivering the tools and resources that help enable the Retirement team to effectively market Franklin Templeton products. Mr. Dullaghan is a regular contributor to Kiplinger’s “Building Wea…

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FF5 #68 - The DOL Weighs in on Forfeiture Litigation 12:46

3M ago12:46

12:46

In this episode of Friday Fiduciary Five, Eric Dyson discusses the Department of Labor’s (DOL) position in the forfeiture-related case Hutchins vs. Hewlett Packard, Inc. The DOL submitted an amicus brief supporting the court’s dismissal of the plaintiffs’ complaint, agreeing that Hewlett Packard acted within the discretion granted by its plan docum…

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FF5 #67 - Trends in Advisor RFPs 10:35

3M ago10:35

10:35

In this episode of Friday Fiduciary Five, Eric Dyson talks about trends in advisor RFPs, emphasizing the importance of likability, participant engagement, and support for HR teams. He highlights that committees still prioritize fiduciary consulting and support. However, this has become table stakes. The difference that many plan sponsors and commit…

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Jamie Greenleaf: Healthcare Fiduciary Duties 29:10

3M ago29:10

29:10

Jamie Greenleaf is the Co-Founder of Fiduciary In A Box (FIAB) and a recognized expert in fiduciary governance. With a career dedicated to helping employers design and implement fiduciarily sound retirement programs, she has consistently focused on driving better financial outcomes for employees. In response to the Consolidated Appropriations Act (…

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Will Hackler and Jason Grantz: Optimizing 401(k)s by Simplifying Complexity and Empowering Execution 52:21

3M ago52:21

52:21

If you think retirement planning is just about ticking boxes and meeting deadlines, you’re missing the bigger picture—and the real opportunity. In this episode, we sit down with industry heavyweights Will Hackler and Jason Grantz to explore how smart, intentional plan design can drive better outcomes not just for employers, but for the people who c…

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Comparing Cunningham v Cornell to Steen v Sonoco 17:55

4M ago17:55

17:55

In this episode of Friday Fiduciary Five, Eric Dyson talks about two recent ERISA cases: Cunningham v. Cornell University and Steen v. Sonoco. In Cunningham, the court ruled that prohibited transactions can move a case forward, emphasizing the importance of 408(b)(2) disclosures and a documented process. In Steen, the court dismissed the case for l…

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FF5 #66 - What Cunningham v Cornell Means for Health Plans 4:51

4M ago4:51

4:51

In this episode of Friday Fiduciary Five, Eric Dyson discusses the implications of the Cunningham v Cornell Supreme Court decision for health plans, emphasizing the need for 408(b)(2) disclosures under the Consolidated Appropriations Act. He explains that health plans subject to ERISA must now disclose fees and services provided by vendors, such as…

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FF5 #65 - How Often Should You Benchmark? 5:38

4M ago5:38

5:38

In this episode of Friday Fiduciary Five, Eric Dyson talks about the frequency of benchmarking retirement plans, focusing on fee benchmarks rather than employer contributions or eligibility periods. Using data from Callan's 2023 and 2025 defined contribution trend surveys, Eric notes that 80% of large plans reviewed fees in 2022 and 75% plan to do …

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Amanda Iverson: Redefining Retirement: How Cash Balance Plans Can Help Close the Gap 23:33

4M ago23:33

23:33

Today on The Gap, we’re thrilled to welcome Amanda Iverson, a true leader in the retirement plan space. Amanda is the CEO and a partner at Pinnacle Plan Design, a firm known nationally for its defined benefit and cash balance expertise. She was also the 2024 President of The American Society of Pension Professionals and Actuaries (ASPPA), the natio…

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FF5 #64 - DOL Updates Guidance on Cryptocurrency in ERISA Plans 6:37

4M ago6:37

6:37

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's (DOL) Compliance Assistance Release 2025-01, effective May 28, 2025, which rescinds previous DOL and EBSA guidance on cryptocurrency in 401(k) plans. The DOL clarifies that the "extreme care" standard mentioned in the 2022 release does not exist in ERISA; ins…

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FF5 #63 - We Remember - We Will Never Forget 6:20

4M ago6:20

6:20

In this episode of Friday Fiduciary Five, Eric Dyson talks about the true meaning of Memorial Day; to honor those who died serving the country, rather than celebrating personal freedoms or retail sales. Eric encourages listeners to remember and never forget the sacrifices made by service members and their families, particularly the Gold Star famili…

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FF5 #62 - Forfeiture Lawsuits - Read Your Plan Document PLEASE! 9:46

5M ago9:46

9:46

In this episode of Friday Fiduciary Five, Eric Dyson talks about the recent surge of forfeiture lawsuits and urges plan fiduciaries, advisors, and committee members to scrutinize their fiduciary processes rigorously. Referencing previous episodes on the topic, Dyson summarizes lawsuits filed by the Schlichter Bogard law firm, which allege that plan…

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Shannon Edwards: The Gap 32:59

5M ago32:59

32:59

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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Eric Dyson: Lessons for Fiduciaries from the Courtroom to the Committee Room 31:50

5M ago31:50

31:50

About Eric Dyson: Eric Dyson is a graduate of the United States Naval Academy. After graduation, he served for ten years as a highly decorated nuclear-trained submarine officer. Eric has been a professional in the financial services industry for over 30 years, serving ERISA plan sponsors for over 25 years. He is currently the Executive Director of …

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FF5 #61 - The CAA Meets Cunningham v Cornell 7:13

5M ago7:13

7:13

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Cunningham vs. Cornell Supreme Court decision and its implications for ERISA plans and the potential implications for Health Plans based on the Consolidated Appropriations Act (“CAA”). He emphasizes that the decision does not change how fiduciaries should operate but highlights gu…

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Gina Alsdorf: Under the Hood of Pharmacy Benefit Managers (PBMs) 30:05

5M ago30:05

30:05

Gina Alsdorf has more than 15 years of experience in employee benefits, working on complex issues involving ERISA, employee benefit plans, and related laws. Her past clients include trustees, plan committees, plan sponsors, consultants, registered investment advisors, broker-dealers, banks, insurance companies, third-party administrators, and recor…

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FF5 #60 - 408(B)2 Disclosures = Affirmative Defense 5:58

5M ago5:58

5:58

In this episode of Friday Fiduciary Five, Eric Dyson presents a follow-up to the previous Friday Fiduciary Five regarding the Supreme Court’s Decision on Cunningham v Cornell. Eric talks about the concept of affirmative defense. He explains that affirmative defense allows for exceptions to prohibited transactions if certain conditions are met, part…

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Will Hansen: Retirement Plans for a Modern Workforce 29:10

5M ago29:10

29:10

About Will Hansen: Will Hansen is a recognized leader in advancing the private sector retirement system, with over a decade of experience in employee benefits. As Executive Director of the Plan Sponsor Council of America (PSCA), he oversees the strategy and operations of the 75-year-old organization, equipping retirement plan administrators with es…

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Anatomy of an ERISA Lawsuit 17:37

5M ago17:37

17:37

In this episode of Friday Fiduciary Five, Eric Dyson talks about the anatomy of an ERISA class action lawsuit. He explains that attorneys often scrutinize IRS Form 5500s for high fees and underperforming investments. If issues are found, former employees may become named plaintiffs. After a complaint is filed, a motion to dismiss is typically the f…

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FF5 #59 - Supreme Court Lessons Learned - Cunningham v Cornell 9:17

5M ago9:17

9:17

In this episode of Friday Fiduciary Five, Eric Dyson talks about lessons learned from the Supreme Court case Cunningham v Cornell, focusing on the distinction between prohibited transactions and exempt prohibited transactions under ERISA. He emphasizes the importance of proper disclosures, such as ERISA 408(b)(2) disclosures, to ensure arrangements…

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Ep. 89 — A Conversation with Dr. Nell Irvin Painter on Black History, Visual Art, and a Well Lived Life 51:27

5M ago51:27

51:27

Nell Irvin Painter is a leading historian of the United States. She is the Edwards Professor of American History Emerita at Princeton University. She was Director of Princeton’s Program in African-American Studies from 1997 to 2000. In addition to her doctorate in history from Harvard University, she has received honorary doctorates from Wesleyan, …

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Terry Crocker, Scott Hayes, Mannix Smith: The Language of Trust in Employee Benefits 33:20

5M ago33:20

33:20

Terry Crocker, CEO of Tropical Texas Behavioral Health, holds master’s degrees in psychology and business. Since 2003, Terry has led the agency’s growth into one of Texas’s largest community centers, now serving 34,000 people annually with a $123M budget and 1,400 staff. Honors include Behavioral Healthcare Champion (2013), the National Council’s V…

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FF5 #58 Cryptocurrency in 401k Plans 9:02

5M ago9:02

9:02

In this episode of Friday Fiduciary Five, Eric Dyson talks about the potential risks of including cryptocurrencies in ERISA retirement plans. He emphasizes that sophisticated, highly volatile investments like cryptocurrencies may not be suitable for group retirement plans. Eric references a Senate bill introduced by Senator Tommy Tuberville that se…

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Justin Dorsey: Strategic HR - Execution Excellence 35:14

6M ago35:14

35:14

After earning a Sociology degree from Texas Tech University, Justin pursued graduate studies in Marriage and Family Counseling at Southwestern Seminary in Fort Worth. While in school, he worked part-time in the accounting department of a multi-state organization, eventually transitioning into a role in Human Resources—a better fit for his backgroun…

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Ep. 88 — Malcolm X’s Legacy at 100: A Conversation with Dr. Michael Simanga 43:20

6M ago43:20

43:20

Dr. Michael Simanga grew up in Detroit and moved to Atlanta where he has lived and worked for 40 years. He is an Africana Studies scholar/educator and also a multi-disciplined artist who has written, produced and directed more than 200 artistic projects including music, theatre, film, festivals and exhibitions. He is married and the father […]…

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FF5 #57 - The ARA Leadership Triangle 10:53

6M ago10:53

10:53

In this episode of Friday Fiduciary Five, Eric Dyson talks about the ARA Leadership Triangle: Authority, Responsibility, and Accountability. He emphasizes that while authority can be delegated, responsibility cannot. Eric uses examples from leadership roles to illustrate the consequences of lacking these elements: apathy without accountability, fru…

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Kelly Majdan: Wellness, The Science Behind Change 47:16

6M ago47:16

47:16

With over 25 years of experience in financial services, Kelly has a passion for helping employers optimize their retirement plans and empower their employees to achieve financial security and retire with confidence. Combining financial expertise with wellness coaching, Kelly enjoys crafting comprehensive strategies that support employees throughout…

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FF5 #56 - Two Absolutes 6:04

6M ago6:04

6:04

In this episode of Friday Fiduciary Five, Eric Dyson talks about two key principles in financial planning on his podcast. First, he asserts that individuals with debt problems often lack a written budget. Second, he notes that no one has ever regretted saving too much for retirement. Eric emphasizes the importance of starting early with retirement …

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Mike Dullaghan: Regulation, Legislation, Opportunity and Risk in 2025 43:38

6M ago43:38

43:38

Mike Dullaghan is the Director of Retirement Sales Execution for Franklin Templeton. He is responsible for providing thought leadership, promoting new content, and delivering the tools and resources that help enable the Retirement team to effectively market Franklin Templeton products. Mr. Dullaghan is a regular contributor to Kiplinger’s “Building…

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FF5 #55 - The 80/20 Rule for ERISA Plans 7:03

6M ago7:03

7:03

In this episode of Friday Fiduciary Five, Eric Dyson talks about the 80/20 rule, also known as the Pareto Principle, in the context of ERISA plans. He explains that 70-80% of assets and contributions are in target date funds, yet much time is spent evaluating the core lineup. Eric emphasizes the need to focus on the 20% of issues that drive 80% of …

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Kevin Mahoney: Stewardship Reporting and Practice Management 28:11

6M ago28:11

28:11

Kevin has dedicated his career to helping people prepare for retirement. He assists corporate plan sponsors and their committees in meeting fiduciary responsibilities while guiding employees toward their financial goals. With over 25 years in financial services, he is a Certified Investment Management Analyst and Accredited Investment Fiduciary Ana…

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FF5 #54 - 3(21) vs 3(38) 9:36

6M ago9:36

9:36

In this episode of Friday Fiduciary Five, Eric Dyson breaks down the key differences between ERISA 3(21) investment advisors and ERISA 3(38) investment managers. He explains how these roles impact plan sponsors, committee responsibilities, and investment decision-making. Eric highlights the main advantage of hiring a 3(38) investment manager. He al…