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Today’s episode came by request from several listeners, so thank you for that! The topic is retirement plan fees. My guest is Jim Scheinberg, Managing Partner of North Pier Search Consulting and North Pier Fiduciary Management. We started off with some basics on fees, then get into some of the tricker considerations such as how do you charge fees to plan participants, per head or pro-rata, how do you account for proprietary products when evaluating fees, whether institutional share classes are really the best choice and much more. We also left some things on the table as we ran out of time, so please send me your feedback and questions to feedback@401kfridays.com and I will get that worked into a part two with Jim. Also, the timing of that will be based on your feedback, the more we get, the sooner he will be back!   Also, if you have been enjoying the the podcast, next time you are on your favorite podcast app please leave us a rating or review. Those go a long way to help more people find the podcast and to help our show continue to grow.    That’s it, I hope you enjoy my conversation with Jim!   Guest Bio Born and raised in the North Suburbs of Chicago, Jim Scheinberg came to Southern California in 1987 to pursue his B.A. in Political Science at University of California, Los Angeles. He achieved the Certified Investment Management Analyst (CIMA®) designation in 2001 from The Investment Management Consultants Association (IMCA®) in conjunction with the Wharton School of Business of the University of Pennsylvania. He is a published author, a frequently quoted resource to journalists, a regular speaker at industry conferences, and guest on finance podcasts. Jim also regularly serves as a consulting expert for U.S. government regulatory agencies and as an expert witness for ERISA litigation. He is also a member of the Chancellor's Cabinet of UCLA, sitting on the Board of Visitors of the Political Science Department. Jim passionately serves as a Court Appointed Special Advocate (CASA) for foster care youth in the Los Angeles County Children's Court system. Jim began his career in venture capital in 1990 moving to general securities with Smith Barney Harris Upham in 1992. He joined Oppenheimer & Co., Inc. in 1994 as an Associate in the Oppenheimer Consulting Group, the firm's institutional investment management consulting department, where he worked with institutional fiduciary clients. In 2001, Jim founded what would become the Corporate Services Group of Oppenheimer Co., Inc. (CSG), where he eventually held the position of Director and Senior Vice President. CSG was an industry pioneer in providing conflict-free, fee-only investment consulting and fiduciary advocacy for institutional, participant-directed plan sponsors. In 2008, Jim and key members of CSG founded North Pier. Professional Activities Member of the Board of Visitors of the UCLA Political Science Department Member of the Sharpe Fellows Selection Committee of the UCLA Economics Department Member of Investment Management Consultants Association (IMCA) Court Appointed Special Advocate for the Los Angeles County Children's Court   401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

In This Episode You Will Learn About: Needing connection more than ever Finding out what makes you happy Having commitment over motivation How to accept feedback and filter it Being true to yourself Writing down your ideas   Resources: allinbyteddi.com Instagram: instagram.com/teddimellencamp Listen: allinbyteddi.com/podcast instagram.com/drinklitepink   Show Notes: Whether you love or hate the show Real Housewives, you have definitely heard of it. And that probably means you’ve heard of today’s guest Teddi Mellencamp. We met at a personal development conference a few years ago and I learned about her health program, ALL IN by Teddi. Her current profession as an accountability coach and fitness influencer arose from her desire to help others achieve healthier lifestyles after discovering a tried-and-true way to unleash your best self. We talk about the different things that she’s dealt with while filming the show, the different life challenges we are facing right now, and how you can have a strong backbone and get clear about what’s important right now, and how to keep moving forward no matter what.   Question Highlights: How is the pandemic we’re going through now going to affect the way you make decisions moving forward? What are the conversations like in your household? Does your mind compartmentalize all of your accomplishments? What is true for you around purpose or creating purpose? How has seeing people change during your program changed you? What’s a strength that has moved you forward in your life? What’s on the other side of being authentic? How do you decide what is good feedback and what isn’t? How do you filter the criticism and feedback you get? How do you detach yourself from other people’s opinions? What is one of the biggest learning lessons for you?   Guest Bio: Born in Bloomington, Indiana and raised in Hilton Head Island, SC, Teddi Mellencamp Arroyave made a name for herself at a young age as a competitive equestrian, later incorporating that fierce competitive drive and spirit into her current profession as a much sought out lifestyle and accountability coach, as well as tackling the ups and downs of filming The Real Housewives of Beverly Hills. Teddi’s love of horses and the sport of equestrian started at the age of 4, as she soon found herself traveling all around the country to compete in various prestigious horse shows with the venerable Don Stewart Stables. She quickly rose through the ranks to be awarded several national championships, culminating with Teddi winning the stakes class at Madison Square Garden in her final year competing as a Junior. Teddi relocated to Los Angeles at 17 where she worked at CAA and UTA before returning to her passion of equestrian riding and training. In 2009, she was named World Champion Hunter Rider winner as an emerging professional. But after having kids, Teddi went from professional to amateur and currently competes on horses owned by Balmoral Farms; in 2016 she was named Reserve Champion World Champion Hunter Rider in the Adult Hunters category. Teddi’s current profession as an accountability coach and fitness influencer arose from her desire to help others achieve healthier lifestyles after discovering a tried-and-true way to unleashing your best self. Struggling with a fluctuating weight her entire life, Teddi found after her second pregnancy and 80lb gain that the weight didn’t come off as easily as it once did. Her riding career had taken a backseat to motherhood and the life/ work balance just wasn’t there for her. She realized that she needed to change her lifestyle, find her passion and really hold herself accountable for her actions to develop a healthier way of living. All IN by Teddi first started out as Teddi reviewing various fitness classes in the Los Angeles area on Instagram. As she worked to get fit, her following grew and her purpose quickly morphed into Teddi giving fitness advice and urging her followers to become the best versions of themselves possible through self-accountability. While not a certified fitness instructor or nutritionist, Teddi developed a program that gets results for anyone and works with her clients to see them through their struggles to become happier and healthier. All IN has become the next burgeoning lifestyle brand, with Teddi now managing 40 coaches, all of whom have gone through the program, with a roster of clients across the US and Canada in the 1000s and a continual waitlist. More information on All IN can be found at www.allinbyteddi.com When she’s not being a super mom or changing lives, Teddi can also be seen on The Real Housewives of Beverly Hills, with her third season due to air this spring. After one season on the show, Teddi instantly connected with the fans due to her strength, positive attitude, and willingness to be open and truthful with her struggles. Not only did this help with her growing business, but it also led to Teddi’s rise as a social media influencer, going from 10K Instagram followers to over 500K in the course of a year, and now over 800K. In 2019 Teddi launched her podcast with iHeartRadio, Teddi Tea Pod. Each episode centers around a different topic that Teddi deep dives into, from open marriages to motherhood and relationships, featuring experts on the subjects to answer all of her burning questions. Teddi and her husband Edwin Arroyave, CEO and founder of Skyline Security Management, Inc., live in Los Angeles and have three children: daughter Slate, son Cruz, and in February welcomed a baby girl. Teddi is also a stepmother to Isabella, Arroyave’s daughter from a previous relationship.

Guest Bio:Born and raised from the Bay area, Doctor Rosche Brown has experienced what life is from an underserved community. She's always been passionate about the topic of money and financial literacy, which led her to integrate finances into therapy treatment in her private practice as a Clinical Psychologist. Our guest speaker for today is one of the closest friends of Doctor TK, both of which formed the group "Beautiful Black Psychologist" back from grad school. Tune in as we hear some insights on how to shape our money mindset and bring about prosperity by learning the practical ways of increasing your cash flow. Have an overview about Doctor Rosche as they go down the memory lane from grad school and her 15+ years of service in the mental health industry. Coaching Session Goals:What are the main points about money mindset?The difference between deprivation and prosperity mindsetInsights from Doctor Rosche in the importance of increasing cash flow and investing in the right vehicle Episode Timeline:How Doctor TK and Doctor Rosche met [0:14]What inspired Doctor Rosche to become a clinical psychologist? [4:27]Doctor Rosche’s 15+ years work experience in the mental health [7:17] How Doctor Rosche got into the financial industry [9:55]Three main points about money mindset [12:38]What is a deprivation mindset? [14:26] What is a “need” according to Doctor Rosche? [17:17]What is a prosperity mindset? [19:17]Multiple ways in increasing cash flow [19:35]Finding job opportunities in a service-oriented community [19:40]Investing in Emergency Fund [20:45]Index Funds/Life Insurance [21:14]Doctor TK sharing insights about “money vehicles” [21:51]Importance of Emergency Fund [23:04] The significance of having a positive circle of influence [29:50]Find Doctor Rosche in social media [34:10]  Standout Quotes:“Financial stress and mental health stress, they are the same. They go hand in hand.” - Doctor Rosche [12:20] “Believe that you're worthy and deserving of having abundance despite anybody else around you not having that.” - Doctor Rosche [13:09] “You have to have multiple vehicles for your money... Find appropriate vehicles that have long-term prosperity outcome for you later.” - Doctor TK [21:54] Resources Mentioned:Join The Dope Therapist Tribe Waitlist Take Private Practice QuizJoin the Dope Therapist Circle  Connect:Find | Doctor TKOn Instagram: @DoctorTKPsychOn Facebook: @DoctorTKPsychOn Pinterest: @DoctorTKPsychOn Youtube: @Doctor TK Find | Doctor RoscheOn Instagram: @dr_roscheOn Facebook: @DrRoscheWebsite: Doctor of Rethinking SUBSCRIBE & RATEOn Apple Podcasts On Google Podcast   

What does freedom look like for you? Does it relate to allowing yourself to genuinely be you? What happens when you shed the expectations of others in favor of tuning into your own goals, dreams, and expectations? In this tell-all interview, our guest Danielle Gelber gets deep and vulnerable, and shares her remarkable story of stepping outside of her comfort zone to build a better life - one that she creates for herself. Guest Bio: Born and raised in Jersey, with the honesty and sass to prove it, Danielle is currently living in San Diego trying to mellow the f*#$ out and discover her life’s purpose. After uprooting her life on the east coast then subsequently quitting her long-time (and not to be cocky but very successful) career, Danielle is now just a girl trying to figure out her life one sunny day at a time.Mentioned in this Episode:@danielle_robynFYT Virtual AssistantsLive Your Values PodcastLYV on FacebookLYV on InstragramConnect with us @lyvshow on social to continue the values conversation!

Guest Bio:Born in India, my guest today Akshay Nanavati, has lived all over the world and lived such a fascinating life along the way. As a bestselling author of his new book, Fearvana, as a former Marine, and a well sought after speaker, Ashkat has spent the latter part of his life studying fear and how it affects us every single day. In this interview, we really lean into fear and discuss how it can paralyze us or how we can turn it into our best friend. It's an episode everyone will benefit from. I'm excited to share it with you and with my friend, Best-Selling author, Akshay Nanavati.

  Support the show: Patreon l Glow l Episode Transcript  l Survey Christmas is such a glorious time of year but how much do we know of how and why we do it like we do? What are the origins of many of our traditions? Santa, trees, lights, candlelight services...why? Guest Bio: Born and raised in Birmingham, Alabama, Alexander grew up as part of a large extended family that had emigrated from Lebanon a generation previously. He grew up with the ancient traditions of Maronite Catholicism and was expected to become a priest, a family tradition since the year 1300. Alexander was led otherwise. He attended the University of Notre Dame and received a degree in Cultural Anthropology. Next came a Master's in Counseling Education, a Master's in Religious Education, a graduate certificate in Pastoral Psychotherapy, and a Ph.D. in Clinical Psychology. His training includes time in Switzerland with Jungian analyst, and founder of Sandplay Psychotherapy, Dora M. Kalff. Returning to the United States, years of retreat ministry, private practice, teaching, leading trainings and study continued to build on a life-long practice of prayer. Visit his website at www.quadratos.com Guest Music by JJ Heller Tracks include: Jesu, Joy of Man's Desiring & Silent Night, Unto Us, Born in Me You can also find all the musical selections from all our episodes on our Spotify Playlist.  Check out all the things over at the store...it's a great way to support the show www.canisaythisatchurch.com/store What are you waiting for; consider becoming a Patreon supporter of the show. You'll have access to many perks as well as guaranteeing the future of these conversations; even $1/Month goes so far as this show is 100% listener supported.  Follow the show: https://www.facebook.com/CanISayThisAtChurch/ https://twitter.com/cistacpodcast https://www.canisaythisatchurch.com/  

Relationships Over Transactions Ricky Carruth has created what is said to be the fastest growing real estate coaching company in the world! The good news to those of us in real estate is that his coaching is 100% free. In saying that, what connected me with Ricky was his work ethic, mindset and a message that business is about relationships over transactions. This is why I invited him on the show. Ricky shares content relevant to everyone no matter your industry or current situation in life there is some gold to be taken from our conversation. Guest Bio Born and raised along the Alabama/Florida Gulf Coast, Ricky Carruth has built an incredible real estate business based on the core values of creating strong relationships and being a servant to others. Now, he wants to give back to the real estate community by helping new and experienced agents who want to take their business to the next level and beyond.

Thought it might be helpful to discuss a core retirement plan fiduciary concept, the duty to monitor.  To lend some muscle to the conversation I was excited to welcome back Jim Scheinberg, the Managing Partner and Founder of North Pier Fiduciary Management.  We kick off with one of the best explanations of what it means to be a fiduciary that I have heard and then we delve into the world what the fiduciary duty to monitor means, best practices for plan sponsors to follow and much more.  Jim also has some interesting points about how M&A in the retirement industry ties into monitoring, and some important differences between the roles of benchmarking, RFIs and RFPs.  Stick around for my wrap up this week to get an interesting story about one thing Jim and I had in common that we didn’t realize. Guest Bio Born and raised in the North Suburbs of Chicago, Jim Scheinberg came to Southern California in 1987 to pursue his B.A. in Political Science at University of California, Los Angeles. He achieved the Certified Investment Management Analyst (CIMA®) designation in 2001 from The Investment Management Consultants Association (IMCA®) in conjunction with the Wharton School of Business of the University of Pennsylvania. He has also earned the Accredited Investment FiduciaryTM (AIF®) and Accredited Investment Fiduciary AnalystTM(AIFA®) designations, awarded by the Center for Fiduciary Studies, which is associated with the Joseph M. Katz Graduate School of Business of the University of Pittsburgh. He also earned the PLANSPONSOR Retirement Professional designation (PRP) from the PLANSPONSOR Institute and sits on the Steering Committee of The Center for Due Diligence. He is a quoted resource to journalists, a regular guest expert on a syndicated radio and a regular speaker at industry conferences. Jim also regularly serves as a consulting expert for U.S. government regulatory agencies and as an expert witness for Federal ERISA litigation.   Jim Scheinberg began his career in venture capital in 1990 moving to general securities with Smith Barney Harris Upham in 1992. He joined Oppenheimer & Co., Inc. in 1994 as an Associate in the Oppenheimer Consulting Group, the firm’s institutional investment management consulting department, where he worked with sponsors of trustee-directed plans and other institutional clients. In 2001, Jim founded what would become the Corporate Services Group of Oppenheimer Co., Inc. (CSG), where he eventually held the position of Director and Senior Vice President. CSG was an industry pioneer in providing conflict free, fee-only investment consulting and fiduciary advocacy for institutional, participant-directed plan sponsors. In 2008, Jim and CSG Partner Brant Griffin founded North Pier Fiduciary Management LLC. His tenure in the industry has also included experience in hedging and monetization, corporate executive services, and corporate cash management.   401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 150 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

Welcome to "Wellness in Color", a podcast series that explores perspectives on mental health to reshape the cultural language of mental illness. Interview Guest: Aneela Kumar Interviewer: Maritza Steele Hosted by: Caroline Ludy Produced by: NAMI Minnesota (namimn.org) Guest Bio: Born and raised in New York to parents from India, Aneela Kumar shares her story on growing up with anxiety, obsessive compulsive disorder and trichotillomania (an impulse control disorder in which individuals have the compulsive urge to pull out their own hair). Currently a mental health advocate, Aneela talks to Wellness in Color about her struggles with identity, race and religion and how her path to recovery began with the words “shy”, “weird” and “wrong” but continue with “love” and “awareness.” Resources mentioned in this episode: The TLC Foundation for Body-Focused Repetitive Behaviors https://www.bfrb.org/ Free video series "The Noise in Your Head" https://noiseinyourhead.com/free-video-series/ HabitAware Keen device https://habitaware.com/ This episode was recorded on 01/23/2019 in St. Paul, MN. For more information and resources on mental illness, education and legislative advocacy please visit the NAMI Minnesota website at namimn.org These efforts were supported by the National Center for Advancing Translational Sciences of the National Institutes of Health Award Number UL1TR002494. The content is solely the responsibility of the authors and does not necessarily represent the official views of the National Institutes of Health.

Alexander joins the show to discuss the radiance and beauty of Christ. How does our language impact our thoughts on Christ?  Guest Bio: Born and raised in Birmingham, Alabama, Alexander grew up as part of a large extended family that had emigrated from Lebanon a generation previously. He grew up with the ancient traditions of Maronite Catholicism and was expected to become a priest, a family tradition since the year 1300. Alexander was led otherwise. He attended the University of Notre Dame and received a degree in Cultural Anthropology. Next came a Master's in Counseling Education, a Master's in Religious Education, a graduate certificate in Pastoral Psychotherapy, and a Ph.D. in Clinical Psychology. His training includes time in Switzerland with Jungian analyst, and founder of Sandplay Psychotherapy, Dora M. Kalff. Returning to the United States, years of retreat ministry, private practice, teaching, leading trainings and study continued to build on a life-long practice of prayer. Beginning in 2001, Alexander's professional life changed from being solely a speaker to also becoming an author. From his primary work as a psychologist, spiritual director, and liturgist, he has moved to being a widely sought teacher, trainer, and inspiring keynote speaker. Music this week provided by Joshua Leventhal Tracks Include: Goliath, Eternity, Steadfast You can also find selections from all our episodes on our Spotify Playlist.  What are you waiting for; consider becoming a Patreon supporter of the show. You'll have access to many perks as well as guaranteeing the future of these conversations; even $1/Month goes so far as this show is 100% listener supported.  https://www.patreon.com/canisaythisatchurch

Guest Bio:Born in the Country of Eygpt, Haysam Sakar watched his father work 14 hours plus every day​ in the tourist industry to make sure that he provided a life for his family. Haysam contributes many of his amazing qualities from watching his dad when younger.At age 23, Haysam decided to make the move to The United States of America to find a life that could match his future dreams of living a life that he felt was worth living. After 6 months of living in the US, he was already married to his wife which they currently have 6 boys together.Haysam owns a very successful car dealership in Orem, Utah which is known for ensuring that everyone around is always taking care of. Haysam is extremely for making sure that everyone from an employee, to a customer, to just a person walking by is treated with the highest respect and care.In this podcast, Haysam opens up about what childhood was like growing up in Eygpt, how he obtained the "American Dream", and what his plans for the future are.

In this episode, we talk about getting (and keeping) the body you want, taking risks, and following your passion with Fitness Trainer Loui Pacheco. Guest Bio: Born in Puerto Rico and raised in Tampa, Florida, Loui Pacheco was born to be on stage. Loui began performing as a classical musician at the age of 10. He began as a Trumpet player but later ventured on as a Vocalist. With music playing such a big role in his life, he began to experiment with different styles and sounds and ultimately discovered his passion for creating movement. His interesting and unique execution as a dancer and choreographer led him to Miami, Fl where he worked on projects ranging from live stage shows to ad campaigns. Some of his credits include Olga Tañon, Cindy Crawford, Superbowl XXXV, Apple Inc., the Hard Rock Hotel & Casino, the famed Fontainebleau in Miami Beach, and Latin Music Award Show, Premio Lo Nuestro. Fast forward a couple of years and you will find him rocking a different type of stage. Loui now brings that Miami heat to the Fitness world. With 10 years of experience as a professional dancer, he fuses his love of dance with a strong passion for fitness and health. Loui currently resides in Los Angeles, CA where you can catch his weekly classes at Rise Nation. For more information, please visit Loui's website: louipacheco.com Loui on Instagram Loui on Twitter // In this episode, we discuss: Books: Marc Ecko : Unlabel Diana Nyad : Find a Way Music: Sia Shakira Ted Talks: Diana Nyad : Never, Ever Give Up Podcasts: Lewis Howes School of Greatness // Think Outside the Lines Podcast Subscribe / Leave a review on iTunes Subscribe on Soundcloud Subscribe on Player.FM Subscribe on Stitcher // Join the Think Outside the Lines Facebook Group // If you would like to stay updated on all things podcast-related, click here to sign up for the mailing list. // Return to main podcast page //

Support the show: Patreon ( http://www.patreon.com/canisaythisatchurch ) l Glow ( https://glow.fm/canisaythisatchurch/ ) l Episode Transcript Patrons are the best. These conversations with them are even better. Jennifer is one of my favorite people and she's full of such wisdom. Guest Bio: Born and raised outside of Philadelphia, PA, Jennifer has spent her adult life in TN. With a bachelors degree from East Tennessee State and a masters degree in Christian Spirituality from Oblate School of Theology, Jennifer’s primary is as a spiritual director. She makes her home in Jackson TN with her husband and their two cats, Saya Ming, 14 and Macademina, 11. She can be found on Facebook, Twitter, Instagram, Pinterest and Marco Polo. You can learn more about her life’s journey and her spirituality on her blog, livingintomycalling.blogspot.com ( http://livingintomycalling.blogspot.com/ ). Guest Music by Spectre Jones ( https://www.spectrejones.com/ ) You can also find all the musical selections from all our episodes on our Spotify ( https://open.spotify.com/playlist/3UWAOxyQ4VkH3nHv7TyBNV ) Playlist. Check out all the things over at the store...it's a great way to support the show www.canisaythisatchurch.com/store ( http://www.canisaythisatchurch.com/store ) What are you waiting for; consider becoming a Patreon ( http://www.patreon.com/canisaythisatchurch ) supporter of the show. You'll have access to many perks as well as guaranteeing the future of these conversations; even $1/Month goes so far as this show is 100% listener supported. Follow the show: Facebook ( https://www.facebook.com/CanISayThisAtChurch/ ) , Twitter ( https://twitter.com/cistacpodcast ) , Store ( https://can-i-say-this-at-church.myshopify.com/ ) Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Episode RecapTanya and I talked aboutWorking with a life partner (not recommended for everyone!) (3:48)Her decision to leave corporate life (14:14)Challenges of running a startup (20:15)Holding physical inventory in a tiny New York apartment (32:28)Guest Bio:Born and raised in LA, Tanya Zhang studied Interdisciplinary Computing & the Arts from UC San Diego and Minor in Writing. She has worked as art director, brand designer, and UX/UI consultant, and now freelances full time while running Nimble Made with her partner Wesley Kang.Links and ResourcesNimble Made websiteTanya’s design websiteStay in TouchTo suggest a guest or submit a question, Ask Auntie anything here: https://chiefexecutiveauntie.com/contact/ To join Auntie's podcast insiders and get special access to upcoming guests, subscribe here: https://chiefexecutiveauntie.com/podcast-insiders/Support this podcast at — https://redcircle.com/chief-executive-auntie/donations