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Article Archive W. Scott Simon

A Closer Look at Fiduciary Status Under ERISAFiduciary Focus12/01/2011
A Closer Look at a New Weapon in the Fiduciary WarsFiduciary Focus10/02/2014
A Closer Look at the Braden v. Wal-Mart CaseFiduciary Focus02/02/2012
A Closer Look at the Fiduciary Governance Structure in Tussey v. ABBFiduciary Focus09/06/2012
A Taxing Investment Issue for FiduciariesFiduciary Focus12/04/2014
A Way Around Costly 403(b) PlansFiduciary Focus06/10/2015
Alternative Takeaways for Nonprofit FiduciariesFiduciary Focus04/04/2013
An Alternative to a Bundled Retirement PlanFiduciary Focus07/09/2012
Anatomy of a No-BrainerFiduciary Focus04/03/2014
Book Review: 'The Investment Answer'Practice Builder12/02/2010
Breaking Down the 3 Key Elements of the DOL Fiduciary RuleFiduciary Focus01/05/2017
Broker-Dealers and Other Non-Fiduciaries as Fiduciaries?Fiduciary Focus09/03/2009
Broker-Dealers and Other Non-Fiduciaries as Fiduciaries? (Part 2)Fiduciary Focus11/05/2009
Case Highlights the Perils of Revenue SharingFiduciary Focus01/06/2011
Case Highlights the Perils of Revenue Sharing (Part 2)Fiduciary Focus02/03/2011
Case Shines Spotlight on Bundled Retirement PlansFiduciary Focus06/11/2012
Concerning a Third-Party ERISA Section 3(38) Investment ManagerFiduciary Focus03/06/2014
Dear Ms. Miller: The Fiduciary Model and Your Company's Retirement PlanFiduciary Focus12/03/2015
Delegation for Plan SponsorsFiduciary Focus04/02/2009
Delegation for Plan Sponsors (Part 2)Fiduciary Focus05/07/2009
Delegation for Plan Sponsors (Part 3)Fiduciary Focus06/04/2009
Delegation for Plan Sponsors (Part 4)Fiduciary Focus07/02/2009
Disclosure: The Riddle Wrapped in a Mystery Inside an EnigmaFiduciary Focus08/07/2015
Disclosures and Knowing ConsentFiduciary Focus06/05/2014
Discretionary Trustees vs. Directed TrusteesFiduciary Focus01/05/2012
Fiduciaries, Look to the Law of Trusts as Your GuideFiduciary Focus05/04/2017
Fiduciary Definition Has Another Charlie Brown MomentFiduciary Focus03/05/2015
Fiduciary Focus: A Commonsense Approach to InvestingFiduciary Focus01/05/2005
Fiduciary Focus: A Counterintuitive LessonFiduciary Focus09/02/2004
Fiduciary Focus: Active vs. Passive InvestingFiduciary Focus02/03/2005
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