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Article Archive Fiduciary Focus

TitleAuthorDate
A Closer Look at Fiduciary Status Under ERISAW. Scott Simon12/01/2011
A Conversation with a FiduciaryMatthew D. Hutcheson06/07/2007
A Higher StandardSheryl Rowling10/14/2016
A Way Around Costly 403(b) PlansW. Scott Simon06/10/2015
Anatomy of a No-BrainerW. Scott Simon04/03/2014
Breaking Down the 3 Key Elements of the DOL Fiduciary RuleW. Scott Simon01/05/2017
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
Delegation for Plan Sponsors (Part 4)W. Scott Simon07/02/2009
Fiduciaries, Look to the Law of Trusts as Your GuideW. Scott Simon05/04/2017
Fiduciary Focus: A Counterintuitive LessonW. Scott Simon09/02/2004
Fiduciary Focus: Active vs. Passive Investing (Part 2)W. Scott Simon03/30/2005
Fiduciary Focus: Case for Diversifying a Concentrated Portfolio (Part 2)W. Scott Simon03/01/2007
Fiduciary Focus: Fleecing 403(b) Plan ParticipantsW. Scott Simon04/05/2007
Fiduciary Focus: Fleecing 403(b) Plan Participants (Part 3)W. Scott Simon06/07/2007
Fiduciary Focus: Fleecing 403(b) Plan Participants (Part 5)W. Scott Simon08/02/2007
Fiduciary Focus: Fleecing 403(b) Plan Participants (Part 7)W. Scott Simon11/01/2007
Fiduciary Focus: Fleecing 403(b) Plan Participants (Part 8)W. Scott Simon06/05/2008
Fiduciary Focus: Modern Prudent Fiduciary Investing (Part 2)W. Scott Simon11/05/2004
Fiduciary Focus: Risk of Self-Directed Brokerage Accounts in 401(k)sW. Scott Simon01/05/2006
Fiduciary Focus: The Catch-22 of Investment ReturnW. Scott Simon08/04/2004
Fiduciary Focus: The Pension Consultant Shell GameW. Scott Simon09/29/2005
Fiduciary Focus: The Pension Consultant Shell Game (Part 2)W. Scott Simon11/03/2005
Fiduciary Focus: We Ain't Got No Fiduciary DutiesW. Scott Simon03/17/2004
Fiduciary Questions in MassMutual CaseW. Scott Simon12/05/2013
Final Thoughts on the DOL Rule--for NowW. Scott Simon04/06/2017
Flexibility's Role in Modern Prudent Fiduciary InvestingW. Scott Simon06/01/2017
How Not to Operate a 401(k) PlanW. Scott Simon05/05/2016
Key Policy Areas to Watch in 2017Aron Szapiro01/30/2017
Let the Fiduciary Wrestling Match Begin--AgainW. Scott Simon04/07/2011
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