FF5 #107 - Checklists and Judgement Are Not Opposing Concepts
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FF5 #107 - Checklists and Judgement Are Not Opposing Concepts
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In this episode of Friday Fiduciary Five, Eric Dyson talks about eight signature principles from DOL proposed guidance for investment selection. Key principles included evaluating problems before solutions, prudence in process versus loyalty in purpose, and the importance of checklists in organizing judgment but not replacing it.
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 general in nature and is provided solely for educational and informational purposes.
It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice, or legal advice.
The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.
The opinions expressed by guests on the Be More Than a Fiduciary podcast are not necessarily the same as the opinions held by 90 North Consulting or of Executive Director Eric Dyson.