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Article Archive W. Scott Simon

Fiduciaries, Look to the Law of Trusts as Your GuideFiduciary Focus05/04/2017
Final Thoughts on the DOL Rule--for NowFiduciary Focus04/06/2017
The Ins and Outs of the DOL’s Best Interest Contract ExemptionFiduciary Focus03/02/2017
Safe Harbors and Exclusions in the DOL's Fiduciary RuleFiduciary Focus02/02/2017
Breaking Down the 3 Key Elements of the DOL Fiduciary RuleFiduciary Focus01/05/2017
Who Does the DOL's Conflict of Interest Rule Apply To?Fiduciary Focus12/01/2016
The Reason for the DOL Rule: IRAsFiduciary Focus11/03/2016
Understanding the DOL's Conflict of Interest RuleFiduciary Focus10/06/2016
The Future and the Past of PerformanceFiduciary Focus09/08/2016
The Secret to Prudent Retirement InvestingFiduciary Focus08/04/2016
The Futility of Chasing ReturnsFiduciary Focus07/21/2016
When Fine Print Doesn't Cut ItFiduciary Focus06/03/2016
How Not to Operate a 401(k) PlanFiduciary Focus05/05/2016
Stable Value Funds: A Fiduciary QuandaryFiduciary Focus04/07/2016
Stable Value Funds in the Litigation CrosshairsFiduciary Focus03/03/2016
Ignoring the Noise of Financial MarketsFiduciary Focus02/04/2016
Target Date Income Funds: A Viable Alternative to Annuities in Retirement PlansFiduciary Focus01/07/2016
Dear Ms. Miller: The Fiduciary Model and Your Company's Retirement PlanFiduciary Focus12/03/2015
How We Got From There to Here in the Fiduciary WarsFiduciary Focus11/05/2015
When Non-Fiduciaries Hold the Fiduciary KeysFiduciary Focus09/03/2015
Disclosure: The Riddle Wrapped in a Mystery Inside an EnigmaFiduciary Focus08/07/2015
The Next Steps for K-12 403(b) ReformFiduciary Focus07/09/2015
A Way Around Costly 403(b) PlansFiduciary Focus06/10/2015
Reforming K-12 403(b) PlansFiduciary Focus05/07/2015
Seeking Contract Clarity for 403(b) Decision-MakersFiduciary Focus04/09/2015
Fiduciary Definition Has Another Charlie Brown MomentFiduciary Focus03/05/2015
Real Reasons to Be OffendedFiduciary Focus02/05/2015
Revisiting K-12 School District 403(b) AgreementsFiduciary Focus01/08/2015
A Taxing Investment Issue for FiduciariesFiduciary Focus12/04/2014
Two Different Business Models, Two Different Outcomes for InvestorsFiduciary Focus11/06/2014
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