Скачать или смотреть The Offensive Side of ERISA: How Fiduciaries Can Win Every Time

Too often, fiduciary conversations focus on defense — audits, investigations, and compliance risks. But the truth is, the offensive side of fiduciary care is where advisors, sponsors, and participants gain the most value.

In this episode of The ERISA Edge, Don Jones explains why focusing on proactive fiduciary strategies leads to stronger plans, happier sponsors, and significantly better participant outcomes. Discover how discretionary fiduciaries reduce risk, save time, and create measurable financial benefits for retirement plans.

What you’ll learn in this episode:

Why audits and investigations are unlikely, but offense always matters
How independent fiduciaries improve plans without embarrassing service providers
The overlooked importance of 408(b)(2) disclosures and procedural prudence
Why most plans get 404(c) protections wrong — and how to fix it
How small improvements add up to nearly $200,000 more per participant over a career
The value of discretionary fiduciaries in cutting sponsor workload and liability

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