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Fiduciaries, Look to the Law of Trusts as Your Guide

The legislative history of ERISA explains that the law governing qualified retirement plans is tied closely to trust investment law.

W. Scott Simon is a principal at Prudent Investor Advisors, a registered investment advisory firm. He also provides services as a consultant and expert witness on fiduciary issues in litigation and arbitrations. Simon is the recipient of the 2012 Tamar Frankel Fiduciary of the Year Award.

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