Eric Dyson, ERISA Advisor Search, Keynote Speaker,
Plano, Texas, United States
4K followers
500+ connections
About
I bring a unique perspective to the financial services industry. "UNIQUE," is an…
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Articles by Eric
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March Madness Meets ERISA: Who’s Advancing in Your Fiduciary Bracket?
March Madness Meets ERISA: Who’s Advancing in Your Fiduciary Bracket?
It’s March, and the brackets are back. While college teams fight their way to the Final Four, retirement plan…
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Why Your Defined Contribution Plan Needs an ERISA Advisor
Why Your Defined Contribution Plan Needs an ERISA Advisor
Are You Meeting Your Fiduciary Responsibilities? If you are a decision-maker for your company’s retirement plan and do…
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Why Governmental Entities Should Consolidate to a Single 457(b) Provider
Why Governmental Entities Should Consolidate to a Single 457(b) Provider
The Case for Streamlining 457(b) Plan Providers Many governmental entities offer 457(b) retirement plans to their…
5 Comments
Contributions
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Here's how you can navigate discussing salary expectations in the initial job application process.
In my experience, the more senior the position, the earlier compensation expectations can be discussed. For C-Level and senior manager positions that require longer interview cycles, nobody wants to waste time in the process to discover compensation expectations are off. You need to get comfortable knowing what you are worth. I think the applicant can confidently ask the question during the first interaction. Be prepared if the answer back is “what are your expectations?” Be ready with a confident answer. If a company is looking for the low bidder and not willing to pay you what you are worth (assuming what you think you are worth is in fact accurate), then it’s not a good fit.
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How can you get your team excited about your philanthropic mission?
In the private sector/corporate world ... AKA a paying job employees are committed as a minimum with their "back." That means committed for a paycheck. Some ; but fewer employees are committed with their hearts. In the philanthropic mission you have to find the right people and come up with a way to get them committed with their hearts. Praise and affirmation are critical!
Activity
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Celebrating life events with current or former colleagues is always a great time! A big thank you to Dan Curtin for inviting us to share in his…
Celebrating life events with current or former colleagues is always a great time! A big thank you to Dan Curtin for inviting us to share in his…
Liked by Eric Dyson, ERISA Advisor Search, Keynote Speaker,
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While not perfect (nothing ever is), KKR's focus on creating employee ownership in their portfolio companies can be a bright spot for private equity.…
While not perfect (nothing ever is), KKR's focus on creating employee ownership in their portfolio companies can be a bright spot for private equity.…
Liked by Eric Dyson, ERISA Advisor Search, Keynote Speaker,
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Very much looking forward to speaking at the PLANSPONSOR National Conference, along with Chuck Williams, CFP, CRPS, AAMS, AIF, J. Brian Coleman…
Very much looking forward to speaking at the PLANSPONSOR National Conference, along with Chuck Williams, CFP, CRPS, AAMS, AIF, J. Brian Coleman…
Liked by Eric Dyson, ERISA Advisor Search, Keynote Speaker,
Experience
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Certified Financial Board of Standards
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Education
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The AIF program provides detailed instruction on how to comply with the fiduciary standards of care, and introduces the participant to the 22 Prudent Investment Practices developed by the Foundation for Fiduciary Studies. These practices combine "the minimum requirements of pertinent legislation with industry best practices." A client will benefit from using the expertise of an advisor with the AIF designation, as the advisor will be held to a standard of excellence to which others may not…
The AIF program provides detailed instruction on how to comply with the fiduciary standards of care, and introduces the participant to the 22 Prudent Investment Practices developed by the Foundation for Fiduciary Studies. These practices combine "the minimum requirements of pertinent legislation with industry best practices." A client will benefit from using the expertise of an advisor with the AIF designation, as the advisor will be held to a standard of excellence to which others may not adhere.
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The AIF program provides detailed instruction on how to comply with the fiduciary standards of care, and introduces the participant to the 22 Prudent Investment Practices developed by the Foundation for Fiduciary Studies. These practices combine "the minimum requirements of pertinent legislation with industry best practices." A client will benefit from using the expertise of an advisor with the AIF designation, as the advisor will be held to a standard of excellence to which others may not…
The AIF program provides detailed instruction on how to comply with the fiduciary standards of care, and introduces the participant to the 22 Prudent Investment Practices developed by the Foundation for Fiduciary Studies. These practices combine "the minimum requirements of pertinent legislation with industry best practices." A client will benefit from using the expertise of an advisor with the AIF designation, as the advisor will be held to a standard of excellence to which others may not adhere.
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CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. Certification requires continuing education.
Licenses & Certifications
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Accredited Investment Fiduciary, AIF®
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Certified Financial Planner, CFP®
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Issued
Organizations
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Retirement Plan Advisory Group (RPAG)
Member
Retirement Plan Advisory Group (RPAG) is an exclusive alliance of independent advisors inspired by an uncommon purpose: Serve the retirement goals of sponsors and participants in qualified and non-qualified plans with a high standard of excellence in consulting and technology through the industry’s leading practice management platform. Core practice areas include investment due diligence and fund ranking, RFPs & fee benchmarking, fiduciary compliance, employee education, intensive training…
Retirement Plan Advisory Group (RPAG) is an exclusive alliance of independent advisors inspired by an uncommon purpose: Serve the retirement goals of sponsors and participants in qualified and non-qualified plans with a high standard of excellence in consulting and technology through the industry’s leading practice management platform. Core practice areas include investment due diligence and fund ranking, RFPs & fee benchmarking, fiduciary compliance, employee education, intensive training, national branding, sales and marketing resources and business consulting.
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I am proud to share my interview featured in PIX11 for Women’s History Month. A special thank you to PIX11 and ZavoMedia PR Group for helping this…
I am proud to share my interview featured in PIX11 for Women’s History Month. A special thank you to PIX11 and ZavoMedia PR Group for helping this…
Liked by Eric Dyson, ERISA Advisor Search, Keynote Speaker,
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With Alan at the La Jolla Playhouse Gala for his play 3 Summers of Lincoln! https://lnkd.in/ekissDnb
With Alan at the La Jolla Playhouse Gala for his play 3 Summers of Lincoln! https://lnkd.in/ekissDnb
Liked by Eric Dyson, ERISA Advisor Search, Keynote Speaker,
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Good luck to Doug Wojcik, USNA ‘87, and Michigan State as they take on Auburn in the Elite 8 today! The United States Naval Academy network is…
Good luck to Doug Wojcik, USNA ‘87, and Michigan State as they take on Auburn in the Elite 8 today! The United States Naval Academy network is…
Liked by Eric Dyson, ERISA Advisor Search, Keynote Speaker,
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LinkedIn is exhausting. I don’t know how the top LinkedIn famous folks like Holly Crawshaw Samantha Russell Stacy Havener 📈Chad Willardson…
LinkedIn is exhausting. I don’t know how the top LinkedIn famous folks like Holly Crawshaw Samantha Russell Stacy Havener 📈Chad Willardson…
Liked by Eric Dyson, ERISA Advisor Search, Keynote Speaker,
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Thank you Colonial Surety Company for recognizing the “Be More Than a Fiduciary,” newsletter and featuring a recent edition as part of this article.…
Thank you Colonial Surety Company for recognizing the “Be More Than a Fiduciary,” newsletter and featuring a recent edition as part of this article.…
Shared by Eric Dyson, ERISA Advisor Search, Keynote Speaker,
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It’s my birthday, and I’ll cry if I want to . . . but no tears here! 🎉 Spending my birthday representing Carnegie Investment Counsel at the…
It’s my birthday, and I’ll cry if I want to . . . but no tears here! 🎉 Spending my birthday representing Carnegie Investment Counsel at the…
Liked by Eric Dyson, ERISA Advisor Search, Keynote Speaker,
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David Wolf
HOW DO LEGACY PLANNING GOALS IMPACT LONG-TERM CARE PLANNING? Individuals, partners, and families hold a variety of perspectives regarding the value of leaving assets for heirs and charities. bit.ly/AP-LG #AgingPlan #MyAgingPlan #WolfLTC #longtermcare #longtermcareinsurance #LTCI #LTCILegacyPlanning
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David Wolf
HOW DO LEGACY PLANNING GOALS IMPACT LONG-TERM CARE PLANNING? Individuals, partners, and families hold a variety of perspectives regarding the value of leaving assets for heirs and charities. bit.ly/AP-LG #AgingPlan #MyAgingPlan #WolfLTC #longtermcare #longtermcareinsurance #LTCI #LTCILegacyPlanning #PlanningForLongevity #LongevityandFrailty #planforcare #fiduciary
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