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Article Archive Fiduciary Focus

Flexibility's Role in Modern Prudent Fiduciary InvestingW. Scott Simon06/01/2017
Fiduciaries, Look to the Law of Trusts as Your GuideW. Scott Simon05/04/2017
Final Thoughts on the DOL Rule--for NowW. Scott Simon04/06/2017
The Ins and Outs of the DOL’s Best Interest Contract ExemptionW. Scott Simon03/02/2017
Safe Harbors and Exclusions in the DOL's Fiduciary RuleW. Scott Simon02/02/2017
Key Policy Areas to Watch in 2017Aron Szapiro01/30/2017
Breaking Down the 3 Key Elements of the DOL Fiduciary RuleW. Scott Simon01/05/2017
Who Does the DOL's Conflict of Interest Rule Apply To?W. Scott Simon12/01/2016
The Reason for the DOL Rule: IRAsW. Scott Simon11/03/2016
A Higher StandardSheryl Rowling10/14/2016
Understanding the DOL's Conflict of Interest RuleW. Scott Simon10/06/2016
The Future and the Past of PerformanceW. Scott Simon09/08/2016
The Secret to Prudent Retirement InvestingW. Scott Simon08/04/2016
The Futility of Chasing ReturnsW. Scott Simon07/21/2016
Fiduciary Rule Advances Investors' InterestsScott Cooley06/03/2016
When Fine Print Doesn't Cut ItW. Scott Simon06/03/2016
How Not to Operate a 401(k) PlanW. Scott Simon05/05/2016
RMD Dilemma: Death in the Age 70 1/2 YearNatalie Choate04/08/2016
Stable Value Funds: A Fiduciary QuandaryW. Scott Simon04/07/2016
The Real Scoop on the Fiduciary RulesSheryl Rowling04/06/2016
Stable Value Funds in the Litigation CrosshairsW. Scott Simon03/03/2016
Fiduciary Rule Is a Game-ChangerMichael Wong, CPA02/09/2016
Ignoring the Noise of Financial MarketsW. Scott Simon02/04/2016
Target Date Income Funds: A Viable Alternative to Annuities in Retirement PlansW. Scott Simon01/07/2016
Dear Ms. Miller: The Fiduciary Model and Your Company's Retirement PlanW. Scott Simon12/03/2015
How We Got From There to Here in the Fiduciary WarsW. Scott Simon11/05/2015
When Non-Fiduciaries Hold the Fiduciary KeysW. Scott Simon09/03/2015
Disclosure: The Riddle Wrapped in a Mystery Inside an EnigmaW. Scott Simon08/07/2015
The Next Steps for K-12 403(b) ReformW. Scott Simon07/09/2015
A Way Around Costly 403(b) PlansW. Scott Simon06/10/2015
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