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Article Archive Fiduciary Focus

TitleAuthorDate
A Closer Look at Fiduciary Status Under ERISAW. Scott Simon12/01/2011
A Closer Look at the Braden v. Wal-Mart CaseW. Scott Simon02/02/2012
A Closer Look at the Fiduciary Governance Structure in Tussey v. ABBW. Scott Simon09/06/2012
A Conversation with a FiduciaryMatthew D. Hutcheson06/07/2007
Alternative Takeaways for Nonprofit FiduciariesW. Scott Simon04/04/2013
An Alternative to a Bundled Retirement PlanW. Scott Simon07/09/2012
Broker-Dealers and Other Non-Fiduciaries as Fiduciaries?W. Scott Simon09/03/2009
Broker-Dealers and Other Non-Fiduciaries as Fiduciaries? (Part 2)W. Scott Simon11/05/2009
Case Highlights the Perils of Revenue SharingW. Scott Simon01/06/2011
Case Highlights the Perils of Revenue Sharing (Part 2)W. Scott Simon02/03/2011
Case Shines Spotlight on Bundled Retirement PlansW. Scott Simon06/11/2012
Crooks Lick Their Chops Over 'Crowdfunding' BillMercer Bullard11/22/2011
DOL's Fiduciary Proposal Misses the MarkMercer Bullard06/14/2011
Delegation for Plan SponsorsW. Scott Simon04/02/2009
Delegation for Plan Sponsors (Part 2)W. Scott Simon05/07/2009
Delegation for Plan Sponsors (Part 3)W. Scott Simon06/04/2009
Delegation for Plan Sponsors (Part 4)W. Scott Simon07/02/2009
Discretionary Trustees vs. Directed TrusteesW. Scott Simon01/05/2012
Fiduciary Focus: A Commonsense Approach to InvestingW. Scott Simon01/05/2005
Fiduciary Focus: A Counterintuitive LessonW. Scott Simon09/02/2004
Fiduciary Focus: Active vs. Passive InvestingW. Scott Simon02/03/2005
Fiduciary Focus: Active vs. Passive Investing (Part 2)W. Scott Simon03/30/2005
Fiduciary Focus: Active vs. Passive Investing (Part 3)W. Scott Simon04/07/2005
Fiduciary Focus: Active vs. Passive Investing (Part 4)W. Scott Simon05/25/2005
Fiduciary Focus: Active vs. Passive Investing (Part 5)W. Scott Simon06/30/2005
Fiduciary Focus: Active vs. Passive Investing (Part 6)W. Scott Simon07/29/2005
Fiduciary Focus: Case for Diversifying a Concentrated PortfolioW. Scott Simon02/02/2007
Fiduciary Focus: Case for Diversifying a Concentrated Portfolio (Part 2)W. Scott Simon03/01/2007
Fiduciary Focus: Diversifying Risk vs. Stock-PickingW. Scott Simon04/06/2006
Fiduciary Focus: Fleecing 403(b) Plan ParticipantsW. Scott Simon04/05/2007
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