W. Scott Simon   “The End of Ethics,” by authors Theodore Roosevelt Malloch and Jordan D. Mamorsky, is a very interesting book and one well

W. Scott Simon   PBS’ Frontline broadcast a 1-hour program entitled “The Retirement Gamble” on April 23. Everyone under the sun in the retirement plan

There are few things more rewarding in professional practice than explaining a certain plan investment concept to a participant and seeing the light bulb go on.

Investments in private equity, venture capital, and certain other ‘alternative’ investments
can leave fiduciaries at nonprofits in a vulnerable position.

A continued examination of issues in the world of nonprofits.

If fiduciaries at a nonprofit don’t understand how an alternative investment really works, how can they fulfill their duty to protect the interests and contributions of donors?

Few are willing to acknowledge that if they cannot understand an investment product, then they won’t buy that product.

Spread profits earned by insurance companies on general account stable value funds still remain hidden to plan sponsors.

There doesn’t appear to be anything in ERISA that would allow a product provider to limit its fiduciary role to the fund level or platform level.

Investors in stable value funds, such as fiduciaries of retirement plans, often overlook important details about these offerings.