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Revisiting K-12 School District 403(b) Agreements

Prudent Investor Advisors' W. Scott Simon analyzes a series of agreements between a large insurance company and a K-12 school district.

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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