Contributor Scott Simon argues why he doesn’t think alternative investments are good choices for retirement plans.
Contributor Scott Simon provides a blueprint for the best way to legally protect a plan sponsor when appointing a 3(38).
TEXAS UNIFORM PRUDENT INVESTOR ACT – TEXAS UPIA COMMENTS AND UPIA COMMENTS Following are the provisions of the Uniform Prudent Investor Act of 1994
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.