Article Archive: W. Scott Simon

Title Collection Author Date
Why Diversification Pays in Rising Markets, Too Advisor Insights W. Scott Simon 05/03/18
Ground Zero for Prudent Fiduciaries Advisor Insights W. Scott Simon 04/05/18
Partnering With the Right HSA Provider Advisor Insights W. Scott Simon 03/01/18
Should You Manage Health Savings Account Assets? Advisor Insights W. Scott Simon 02/01/18
When an HSA-First Strategy Makes Sense Advisor Insights W. Scott Simon 01/04/18
For Some, HSAs Offer a 'Quadfecta' of Tax Benefits Advisor Insights W. Scott Simon 12/07/17
The Deal With Health Savings Accounts Advisor Insights W. Scott Simon 11/02/17
What's Wrong With Third Party 3(38) Investment Managers? Advisor Insights W. Scott Simon 10/05/17
Do We Need a 'Harmonized' Fiduciary Standard? Advisor Insights W. Scott Simon 09/07/17
When Holding a Single Stock Isn’t Imprudent Advisor Insights W. Scott Simon 07/06/17
Flexibility's Role in Modern Prudent Fiduciary Investing Advisor Insights W. Scott Simon 06/01/17
Fiduciaries, Look to the Law of Trusts as Your Guide Advisor Insights W. Scott Simon 05/04/17
Final Thoughts on the DOL Rule--for Now Advisor Insights W. Scott Simon 04/06/17
The Ins and Outs of the DOL’s Best Interest Contract Exemption Advisor Insights W. Scott Simon 03/02/17
Safe Harbors and Exclusions in the DOL's Fiduciary Rule Advisor Insights W. Scott Simon 02/02/17
Breaking Down the 3 Key Elements of the DOL Fiduciary Rule Advisor Insights W. Scott Simon 01/05/17
Who Does the DOL's Conflict of Interest Rule Apply To? Advisor Insights W. Scott Simon 12/01/16
The Reason for the DOL Rule: IRAs Advisor Insights W. Scott Simon 11/03/16
Understanding the DOL's Conflict of Interest Rule Advisor Insights W. Scott Simon 10/06/16
The Future and the Past of Performance Advisor Insights W. Scott Simon 09/08/16
The Secret to Prudent Retirement Investing Advisor Insights W. Scott Simon 08/04/16
The Futility of Chasing Returns Advisor Insights W. Scott Simon 07/21/16
When Fine Print Doesn't Cut It Advisor Insights W. Scott Simon 06/07/16
How Not to Operate a 401(k) Plan401k Advisor Insights W. Scott Simon 05/05/16
Stable Value Funds: A Fiduciary Quandary Advisor Insights W. Scott Simon 04/07/16
Stable Value Funds in the Litigation Crosshairs Advisor Insights W. Scott Simon 03/03/16
Ignoring the Noise of Financial Markets Advisor Insights W. Scott Simon 02/04/16
Target Date Income Funds: A Viable Alternative to Annuities in Retirement Plans Advisor Insights W. Scott Simon 01/07/16
Dear Ms. Miller: The Fiduciary Model and Your Company's Retirement Plan Advisor Insights W. Scott Simon 12/03/15
How We Got From There to Here in the Fiduciary Wars Advisor Insights W. Scott Simon 11/05/15
When Non-Fiduciaries Hold the Fiduciary Keys Advisor Insights W. Scott Simon 09/03/15
Disclosure: The Riddle Wrapped in a Mystery Inside an Enigma Advisor Insights W. Scott Simon 08/07/15
The Next Steps for K-12 403(b) Reform Advisor Insights W. Scott Simon 07/09/15
A Way Around Costly 403(b) Plans Advisor Insights W. Scott Simon 06/04/15
Reforming K-12 403(b) Plans Advisor Insights W. Scott Simon 05/07/15
Anatomy of a No-Brainer Advisor Insights W. Scott Simon 04/03/15
Fiduciary Definition Has Another Charlie Brown Moment Advisor Insights W. Scott Simon 03/05/15
Real Reasons to Be Offended Advisor Insights W. Scott Simon 02/05/15
Revisiting K-12 School District 403(b) Agreements Advisor Insights W. Scott Simon 01/08/15
A Taxing Investment Issue for Fiduciaries Advisor Insights W. Scott Simon 12/04/14
Two Different Business Models, Two Different Outcomes for Investors Advisor Insights W. Scott Simon 11/16/14
A Closer Look at a New Weapon in the Fiduciary Wars Advisor Insights W. Scott Simon 10/02/14
Redefining 'Choice' in Retirement Plans Advisor Insights W. Scott Simon 09/04/14
The Conundrum of Mary Jo White Advisor Insights W. Scott Simon 07/03/14