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Article Archive W. Scott Simon

TitleCollectionDate
A Closer Look at Fiduciary Status Under ERISAFiduciary Focus12/01/2011
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
Alternative Takeaways for Nonprofit FiduciariesFiduciary Focus04/04/2013
An Alternative to a Bundled Retirement PlanFiduciary Focus07/09/2012
Book Review: 'The Investment Answer'Practice Builder12/02/2010
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
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
Discretionary Trustees vs. Directed TrusteesFiduciary Focus01/05/2012
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
Fiduciary Focus: Active vs. Passive Investing (Part 2)Fiduciary Focus03/30/2005
Fiduciary Focus: Active vs. Passive Investing (Part 3)Fiduciary Focus04/07/2005
Fiduciary Focus: Active vs. Passive Investing (Part 4)Fiduciary Focus05/25/2005
Fiduciary Focus: Active vs. Passive Investing (Part 5)Fiduciary Focus06/30/2005
Fiduciary Focus: Active vs. Passive Investing (Part 6)Fiduciary Focus07/29/2005
Fiduciary Focus: Case for Diversifying a Concentrated PortfolioFiduciary Focus02/02/2007
Fiduciary Focus: Case for Diversifying a Concentrated Portfolio (Part 2)Fiduciary Focus03/01/2007
Fiduciary Focus: Diversifying Risk vs. Stock-PickingFiduciary Focus04/06/2006
Fiduciary Focus: Fleecing 403(b) Plan ParticipantsFiduciary Focus04/05/2007
Fiduciary Focus: Fleecing 403(b) Plan Participants (Part 2)Fiduciary Focus05/03/2007
Fiduciary Focus: Fleecing 403(b) Plan Participants (Part 3)Fiduciary Focus06/07/2007
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