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Article Archive W. Scott Simon

TitleCollectionDate
A Closer Look at Fiduciary Status Under ERISAFiduciary Focus12/01/2011
A Way Around Costly 403(b) PlansFiduciary Focus06/10/2015
Anatomy of a No-BrainerFiduciary Focus04/03/2014
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
Delegation for Plan Sponsors (Part 4)Fiduciary Focus07/02/2009
Fiduciaries, Look to the Law of Trusts as Your GuideFiduciary Focus05/04/2017
Fiduciary Focus: A Counterintuitive LessonFiduciary Focus09/02/2004
Fiduciary Focus: Active vs. Passive Investing (Part 2)Fiduciary Focus03/30/2005
Fiduciary Focus: Case for Diversifying a Concentrated Portfolio (Part 2)Fiduciary Focus03/01/2007
Fiduciary Focus: Fleecing 403(b) Plan ParticipantsFiduciary Focus04/05/2007
Fiduciary Focus: Fleecing 403(b) Plan Participants (Part 3)Fiduciary Focus06/07/2007
Fiduciary Focus: Fleecing 403(b) Plan Participants (Part 5)Fiduciary Focus08/02/2007
Fiduciary Focus: Fleecing 403(b) Plan Participants (Part 7)Fiduciary Focus11/01/2007
Fiduciary Focus: Fleecing 403(b) Plan Participants (Part 8)Fiduciary Focus06/05/2008
Fiduciary Focus: Modern Prudent Fiduciary Investing (Part 2)Fiduciary Focus11/05/2004
Fiduciary Focus: Risk of Self-Directed Brokerage Accounts in 401(k)sFiduciary Focus01/05/2006
Fiduciary Focus: The Catch-22 of Investment ReturnFiduciary Focus08/04/2004
Fiduciary Focus: The Pension Consultant Shell GameFiduciary Focus09/29/2005
Fiduciary Focus: The Pension Consultant Shell Game (Part 2)Fiduciary Focus11/03/2005
Fiduciary Focus: We Ain't Got No Fiduciary DutiesFiduciary Focus03/17/2004
Fiduciary Questions in MassMutual CaseFiduciary Focus12/05/2013
Final Thoughts on the DOL Rule--for NowFiduciary Focus04/06/2017
Flexibility's Role in Modern Prudent Fiduciary InvestingFiduciary Focus06/01/2017
How Not to Operate a 401(k) PlanFiduciary Focus05/05/2016
Let the Fiduciary Wrestling Match Begin--AgainFiduciary Focus04/07/2011
Managing AccountabilityFiduciary Focus12/04/2008
Mother Always Said to Read the Fine PrintFiduciary Focus03/03/2011
Multiple Employer Plans: The Platinum StandardFiduciary Focus08/06/2009
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