Bernartzi & DeCenzo, LLC


Unified Trust Company


Reish Reports


Scott Simon


Scott Simon's Morningstar Fiduciary Focus

  • Dec 2003 - Introduction
  • Jan 2004 - It's Process, Stupid!
  • Feb 2004 - It's Process Stupid! (Part 2)
  • Mar 2004 - We Ain't Got No Fiduciary Duties
  • Apr 2004 - Providing Advice to 401(k) Plans
  • May 2004 - How to Bring Value to 401(k) Sponsors
  • June 2004 - Protection Offered by ERISA Section 404(c)
  • July 2004 - The Solemn Obligations of a Fiduciary
  • Aug 2004 - The Catch-22 of Investment Return
  • Sept 2004 - A Counterintuitive Lesson
  • Oct 2004 - Modern Prudent Fiduciary Investing and Investment Risk
  • Nov 2004 - Modern Prudent Fiduciary Investing (Part 2)
  • Dec 2004 - Modern Prudent Fiduciary Investing (Part 3)
  • Jan 2005 - A Commonsense Approach to Investing
  • Feb 2005 - Active vs. Passive Investing
  • Mar 2005 - Active vs. Passive Investing (Part 2)
  • Apr 2005 - Active vs. Passive Investing (Part 3)
  • May 2005 - Active vs. Passive Investing (Part 4)
  • June 2005 - Active vs. Passive Investing (Part 5)
  • July 2005 - Active vs. Passive Investing (Part 6)
  • Sep 2005 - The Pension Consultant Shell Game
  • Nov 2005 - The Pension Consultant Shell Game (Part 2)
  • Jan 2006 - Risk of Self-Directed Brokerage Accounts in 401(k)s
  • Mar 2006 - The Pension/401(k) Hybrid
  • Apr 2006 - Diversifying Risk vs. Stock-Picking
  • May 2006 - Non-Fiduciary Investment Consultants
  • June 2006 - Non-Fiduciary Investment Consultants (Part 2)
  • July 2006 - Non-Fiduciary Investment Consultants (Part 3)

Books


Retirement Success -- A Complete Instruction Guide for Plan Sponsors and Their Advisors


Click here to see the jacket description, synopsis, & table of contents
 
List Price: $40.00
Our Price: $21.00.  The book is free to qualified plan sponsors.

Order your copy today by calling toll-free: (866) 838-401k.  




The Defined Contribution Handbook


Click here to see the jacket description, synopsis, & table of contents
 
List Price: $49.95
Our Price: $21.00.  The book is free to qualified plan sponsors.

Order your copy today by calling toll-free: (866) 838-401k.