What Every Plan Sponsor Should Know
Prudent Investor Advisors shows sponsors of 401(k) plans and other retirement plans how a longstanding, yet little-known, legal mechanism in ERISA allows them to get rid of significant fiduciary responsibilities and liabilities by transferring them to PIA. read more
The Committee for the Fiduciary Standard
Names Scott Simon as Fiduciary of the Year
CHICAGO, April 26, 2012 /PRNewswire/ -- The Committee for the Fiduciary Standard today announced that it has named W. Scott Simon, J.D., CFP®, AIFA® as its Fiduciary of the Year. Mr. Simon is being honored for his contributions to advancing the vital role of the authentic fiduciary standard to investors, capital markets, and society. He writes the monthly "Fiduciary Focus" column for Morningstar Advisor that offers insights on a variety of fiduciary investment issues and advocates for higher standards of care. He is also the author of "The Prudent Investor Act: A Guide to Understanding."
Broadly considered an expert on the Uniform Prudent Investor Act and the Restatement 3rd of Trusts (Prudent Investor Rule), Mr. Simon's work fully embodies the committee's five core fiduciary duties... See full article
Prudent Fiduciary Process
PIA’s prudent fiduciary process is legally sound, academically oriented and cost efficient.
PIA’s expertise in ERISA is deep and the firm’s experience investing and managing retirement plans is extensive.
Information on qualified retirement plans such as 401(k) plans, 403(b) plans and 457 plans.