UNIFORM PRUDENT INVESTOR ACT Drafted by the NATIONAL CONFERENCE OF COMMISSIONERS ON UNIFORM STATE LAWS and by it APPROVED AND RECOMMENDED FOR ENACTMENT IN
Contributor Scott Simon argues why he doesn’t think alternative investments are good choices for retirement plans.
Contributor Scott Simon offers a way for professionals to effectively promote their 401(k) practices.
Contributor Scott Simon provides a blueprint for the best way to legally protect a plan sponsor when appointing a 3(38).
ALABAMA PRUDENT INVESTOR RULE 2019 Code of Alabama Title 19 – Fiduciaries and Trusts. Chapter 3B – Alabama Uniform Trust Code. Section 19-3B-901
ALASKA UNIFORM PRUDENT INVESTOR ACT 2019 Alaska Statutes Title 13. Decedents’ Estates, Guardianships, Transfers, Trusts, and Health Care Decisions Chapter 36. Trust Administration Article
ARIZONA PRUDENT INVESTOR RULE 2019 Arizona Revised Statutes Title 14 – Trusts, Estates and Protective Proceedings ARTICLE 9 – PRUDENT INVESTOR RULE 14-10901.
ARKANSAS UNIFORM PRUDENT INVESTOR ACT 2018 Arkansas Code Title 28 – Wills, Estates, and Fiduciary Relationships Subtitle 5 – Fiduciary Relationships Chapter 73 –
CALIFORNIA UNIFORM PRUDENT INVESTOR ACT 2019 California Code Probate Code – PROB DIVISION 9 – TRUST LAW PART 4 – TRUST ADMINISTRATION CHAPTER 1
COLORADO UNIFORM PRUDENT INVESTOR ACT 2018 Colorado Revised Statutes Title 15 – Probate, Trusts, and Fiduciaries Article 1.1 – Uniform Prudent Investor Act
CONNECTICUT UNIFORM PRUDENT INVESTOR ACT 2019 Connecticut General Statutes Title 45a – Probate Courts and Procedure Chapter 802c – Trusts PART VII – CONNECTICUT
DELAWARE TRUST LAW STANDARD 2019 Delaware Code Title 12 – Decedents’ Estates and Fiduciary Relations Chapter 33. Administrative Provisions § 3302 Degree of
DISTRICT OF COLUMBIA UNIFORM PRUDENT INVESTOR ACT 2019 District of Columbia Code Title 19 – Descent, Distribution, and Trusts. [Enacted title] Chapter 13 –
FLORIDA PRUDENT INVESTOR RULE 2019 Florida Statutes Title XXXIII REGULATION OF TRADE, COMMERCE, INVESTMENTS, AND SOLICITATIONS Chapter 518 – INVESTMENT OF FIDUCIARY FUNDS SECTION
GEORGIA TRUST INVESTMENT LAW 2018 Georgia Code Title 53 – Wills, Trusts, and Administration of Estates Chapter 12 – Trusts Article 16 – Trust
HAWAII UNIFORM PRUDENT INVESTOR ACT 2019 Hawaii Revised Statutes TITLE 30. GUARDIANS AND TRUSTEES 554C. Uniform Prudent Investor Act §554C-1 Prudent investor rule.
IDAHO UNIFORM PRUDENT INVESTOR ACT 2019 Idaho Code Title 68 – TRUSTS AND FIDUCIARIES Chapter 5 – UNIFORM PRUDENT INVESTOR ACT 68-501. PRUDENT INVESTOR
ILLINOIS PRUDENT INVESTOR LAW 2019 Illinois Compiled Statutes Chapter 760 – TRUSTS AND FIDUCIARIES 760 ILCS 3/ – Illinois Trust Code. Article 9 –
INDIANA UNIFORM PRUDENT INVESTOR ACT 2019 Indiana Code Title 30. Trusts and Fiduciaries Article 4. Trust Code Chapter 3.5. Indiana Uniform Prudent Investor Act
IOWA UNIFORM PRUDENT INVESTOR ACT 2019 Iowa Code Title XV – JUDICIAL BRANCH AND JUDICIAL PROCEDURES Chapter 633A – IOWA TRUST CODE Section 633A.4301
KANSAS UNIFORM PRUDENT INVESTOR ACT 2018 Kansas Statutes Chapter 58. – PERSONAL AND REAL PROPERTY Article 24a. – UNIFORM PRUDENT INVESTOR ACT 58-24a01.
KENTUCKY UNIFORM PRUDENT INVESTOR ACT 2019 Kentucky Revised Statutes TITLE XXXIII – ADMINISTRATION OF TRUSTS AND ESTATES CHAPTER 386B – UNIFORM TRUST CODE Subchapter
LOUISIANA TRUST INVESTMENT LAW 2018 Louisiana Laws Revised Statutes TITLE 9 — Civil code-ancillaries RS 9: §2082. Administration in interest of beneficiary; duty
MAINE UNIFORM PRUDENT INVESTOR ACT 2019 Maine Revised Statutes TITLE 18-B: TRUSTS Part 1: MAINE UNIFORM TRUST CODE Chapter 9: MAINE UNIFORM PRUDENT INVESTOR
MARYLAND PRUDENT INVESTOR RULE 2018 Maryland Code Estates and Trusts Title 15 – Fiduciaries Subtitle 1 – General Provisions § 15-114. Guidelines and
MASSACHUSETTS PRUDENT INVESTOR ACT 2019 Massachusetts General Laws Part II – Real and Personal Property and Domestic Relations Title II – Descent and Distribution,
MICHIGAN PRUDENT INVESTOR RULE 2019 Michigan Compiled Laws Chapter 700 – Estates and Protected Individuals Code Act 386 of 1998 Estates and Protected Individuals
MINNESOTA PRUDENT INVESTOR ACT 2019 Minnesota Statutes Chapters 500 – 515B — Property And Property Interests Chapter 501C — Trusts Section 501C.0901 — Investment
MISSISSIPPI UNIFORM PRUDENT INVESTOR ACT 2018 Mississippi Code Title 91 – Trusts and Estates Chapter 9 – Trusts and Trustees Article 13 – Uniform
MISSOURI PRUDENT INVESTOR ACT 2019 Missouri Revised Statutes Title XXXI – Trusts and Estates of Decedents and Persons Under Disability Chapter 469 – Disclaimers
MONTANA UNIFORM PRUDENT INVESTOR ACT Montana Code Annotated 2019 TITLE 72. ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS CHAPTER 38. MONTANA UNIFORM TRUST CODE Part 9.
NEBRASKA UNIFORM PRUDENT INVESTOR ACT 2018 Nebraska Revised Statutes Chapter 30 – DECEDENTS’ ESTATES; PROTECTION OF PERSONS AND PROPERTY 30-3883. Prudent investor rule.
NEVADA UNIFORM PRUDENT INVESTOR ACT 2019 Nevada Revised Statutes Chapter 164 – Administration of Trusts Prudent Investor (Uniform Act) NRS 164.705 – Short
NEW HAMPSHIRE TRUST CODE The Uniform Prudent Investor Act has been adopted in New Hampshire as the New Hampshire Trust Code. 2019 New Hampshire Revised
NEW JERSEY PRUDENT INVESTOR ACT 2018 New Jersey Revised Statutes Title 3B – ADMINISTRATION OF ESTATES–DECEDENTS AND OTHERS Chapter 20 Section: 3B:20-11.1:
NEW MEXICO UNIFORM PRUDENT INVESTOR ACT 2014 New Mexico Statutes Chapter 45 – Uniform Probate Code Article 7 – Trust Administration Part 6 –
NEW YORK PRUDENT INVESTOR ACT 2019 New York Laws EPT – Estates, Powers and Trusts Article 11 – Fiduciary: Powers, Duties and Limitations; Actions
NORTH CAROLINA UNIFORM PRUDENT INVESTOR ACT 2019 North Carolina General Statutes Chapter 36C – North Carolina Uniform Trust Code Article 9 – Uniform Prudent
NORTH DAKOTA PRUDENT INVESTOR RULE 2019 North Dakota Century Code Title 59 Trusts Chapter 59-17 Prudent Investor Standards 59-17-01. Prudent investor rule. 1.
OHIO UNIFORM PRUDENT INVESTOR ACT 2019 Ohio Revised Code Title [58] LVIII TRUSTS Chapter 5809 – OHIO UNIFORM PRUDENT INVESTOR ACT Section 5809.01
OKLAHOMA UNIFORM PRUDENT INVESTOR ACT 2019 Oklahoma Statutes Title 60. Property §60-175.60. Short title. Sections 1 through 13 of this act shall be
OREGON UNIFORM PRUDENT INVESTOR ACT 2019 Oregon Revised Statutes Volume: 03 – Landlord-Tenant, Domestic Relations Probate Chapter 130 – Uniform Trust Code Section
PENNSYLVANIA PRUDENT INVESTOR RULE 2019 Pennsylvania Consolidated Statutes Title 20 – DECEDENTS, ESTATES AND FIDUCIARIES Chapter 72 – Prudent Investor Rule Chapter Notes
RHODE ISLAND UNIFORM PRUDENT INVESTOR ACT 2019 Rhode Island General Laws Title 18 – Fiduciaries Chapter 18-15 Rhode Island Uniform Prudent Investor Act
SOUTH CAROLINA UNIFORM PRUDENT INVESTOR ACT 2019 South Carolina Code of Laws Title 62 – South Carolina Probate Code Article 7 – South Carolina
SOUTH DAKOTA PRUDENT INVESTOR RULE 2019 South Dakota Codified Laws Title 55 – Fiduciaries and Trusts Chapter 05 – Investment And Management Powers Of
TENNESSEE UNIFORM PRUDENT INVESTOR ACT 2018 Tennessee Code Title 35 – Fiduciaries and Trust Estates Chapter 14 – Uniform Prudent Investor Act
TEXAS UNIFORM PRUDENT INVESTOR ACT 2017 Texas Statutes PROPERTY CODE TITLE 9 – TRUSTS SUBTITLE B – TEXAS TRUST CODE: CREATION, OPERATION, AND TERMINATION
TEXAS UNIFORM PRUDENT INVESTOR ACT – TEXAS UPIA COMMENTS AND UPIA COMMENTS Following are the provisions of the Uniform Prudent Investor Act of 1994
U.S. VIRGIN ISLANDS UNIFORM PRUDENT INVESTORS ACT 2019 US Virgin Islands Code Title 9 – Banking Chapter 24 – Uniform Prudent Investors Act
UTAH UNIFORM PRUDENT INVESTOR ACT 2018 Utah Code Title 75 – Utah Uniform Probate Code Chapter 7 – Utah Uniform Trust Code Part 9
VERMONT UNIFORM PRUDENT INVESTOR ACT 2018 Vermont Statutes Title 14A – Trusts Chapter 9 – Uniform Prudent Investor Act § 901. Prudent investor
VIRGINIA UNIFORM PRUDENT INVESTOR ACT 2019 Code of Virginia Title 64.2 – Wills, Trusts, and Fiduciaries Subtitle III. Trusts Chapter 7 – Uniform Trust
WASHINGTON PRUDENT INVESTOR RULE 2018 Revised Code of Washington Title 11 – PROBATE AND TRUST LAW Chapter 11.100 Investment of trust funds. RCW
WEST VIRGINIA UNIFORM PRUDENT INVESTOR ACT 2019 West Virginia Code Chapter 44. Administration of Estates and Trusts Article 6C. Uniform Prudent Investor Act
WISCONSIN UNIFORM PRUDENT INVESTOR ACT 2018 Wisconsin Statutes & Annotations Chapter 881. Trust fund investments. 881.01 Uniform prudent investor act. 881.01 Uniform
WYOMING UNIFORM PRUDENT INVESTOR ACT 2019 Wyoming Statutes Title 4 – Trusts Chapter 10 – Uniform Trust Code Article 9 – Uniform Prudent Investor
Fiduciary buyers bear virtually all the legal responsibility, but it’s the nonfiduciary sellers that largely control them, argues contributor Scott Simon.
Contributor Scott Simon takes a deep dive into the ways plan sponsors may unwittingly expose plan participants to conflicts of interest.
Contributor Scott Simon wraps up his series on the ways insurance company recordkeepers can undermine a plan sponsor’s best intentions.
