Paul Simon, one of the most important singer-songwriters of our time, has announced his retirement from touring. Contributor Scott Simon outlines the three critical duties of fiduciaries. We have transformed how the wealth management, banking, and asset management industries facilitate access for clients to private investments, including equity, credit, real estate, infrastructure,. Commands held. Young Americans Center / Young Americans Bank, 401 South Pierce Street hide caption. He was a principal at an SEC-regulated registered investment advisory firm for 15 years serving as an ERISA section 3(38) fiduciary investment manager and one-on-one investment advisor to hundreds of participants in retirement plans. A Mississippi pitcher throws fastballs with either arm. Nicholas Boulton as Jack Graham-Scott and James Anderson as Fergus. 0. Scott Simon is a financial advisor who works out of Horsham, Pennsylvania, with a total of 10 years in the industry. Career Opportunities Office Administrator View All Open Positions. He gained recognition in Great Britain as host of the continuing BBC series, Eyewitness, and a special on the White House press corps. He is an American renowned journalist working at NPR, an American privately and publicly funded non-profit media organization, where he serves as the host of Weekend Edition Saturday. To report any data inconsistencies or errors, please contact Why Private Equity Doesn't Belong in Defined-Contribution Plans, Even More on the Troubling Framework of the Retirement Plan Industry, More on the Troubling Framework of the Retirement Plan Industry, The Retirement Plan Industry's Troubling Framework, Creating a Superior ERISA 3(38) Appointment Framework, Answering Another Key Question in a Request for Proposal, Answering a Key Question in a Request for Proposal, Final Thoughts on the SECs Regulation Best Interest, Litigation Against the SECs Regulation Best Interest? On the November 15, 2014, episode of Weekend Edition Saturday, Simon interviewed Bill Cosby and his wife Camille about a 62-piece art collection they had loaned to the National Museum of African Art. [1] He is a retired military chaplain who was Chaplain of the Fleet and Archdeacon for the Royal Navy from 2018 to 2021. [16] In 2004, Simon criticized the film Fahrenheit 9/11 for perceived inaccuracies and what he characterized as an unfairly harsh depiction of the U.S. Nicaraguan Catholic Bishop Rolando Alvarez speaks to the press at the Santo Cristo de Esquipulas church in Managua, on May 20, 2022. The creator of Five Nights At Freddy's, Scott. February 25, 2023 NPR's Scott Simon speaks with Rick Brunson, who taught journalism to Dylan Lyons. firm, and financial professionals and firms having business relationships with SmartAsset receive which it authorizes the use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. He is the godson of Jack Brickhouse, an American sportscaster. Do We Need a 'Harmonized' Fiduciary Standard? Young Americans Bank, Evie Dennis Campus Employee Retirement Income Security Act of 1974, Uniform Prudent Management of Institutional Funds Act, Uniform Management of Public Employee Retirement Systems Act, Expertise and broad experience in ERISA matters including fiduciary duties, conduct of plan fiduciaries, and costs and diversification of plan investment options, Consultant with sponsors of retirement plans on a wide variety of issues, Former principal at an SEC registered investment advisory firm, Served plan sponsor clients as an ERISA section 3(38) discretionary fiduciary investment manager, Educated and advised hundreds of plan participants one-on-one, Served as sole trustee of two private family trusts, Practiced law in Los Angeles for nearly a decade prior to entering the investment advisory profession, Recipient of the 2012 Tamar Frankel Fiduciary of the Year Award for contributions to advancing the vital role of the fiduciary standard to investors, capital markets and to society, Recipient, Rotary Foundation Post-Graduate Law Fellowship, Enrolled in Level II of the Chartered Financial Analyst program, Admitted to practice, U.S. District Court, Central District of California, Graduate of UCLA with departmental honors, Graduate of Southwestern University School of Law. . We also recognize the importance of effective communication to ensure participants truly understand and appreciate their retirement plans. "[18] Journalist Jon Schwarz from The Intercept criticized Simon on Twitter, referencing his comments on Fahrenheit 9/11 to accuse his journalism of allocating excessive benefit of the doubt to the U.S. compiled from the SEC and Mr. Simon is an expert on the Uniform Prudent Investor Act (UPIA) and the Restatement (Third) of Trusts. Heres why. Scott joined NPR in 1977 as Chicago bureau chief. Scott Simon is one of America's most admired writers and broadcasters. His 140-character observances of. always gripping, always tender, and often painfully funny. Western Force coach Simon Cron says Jeremy Thrush's shock retirement backflip could last the entire Super Rugby . Simon was born in Chicago, Illinois, the son of comedian Ernie Simon and actress Patricia Lyons. loss of principal. Monday, Wednesday, Thursday, Friday from 1:00 p.m. 5:00 p.m. He progressed through the ranks first as a Benefit Supervisor and then as the Manager of Benefit Services. His areas of expertise include modern prudent fiduciary investing including standards of fiduciary investment conduct, principles of investing and violations of fiduciary duties. you who suit your needs. Scott and Simon have a lot in common, both being businessmen and loving fathers to their only children. By Susan M. Signet M.A. There are a number of reasons why you should take presentations of outperformance with a grain of salt. Contributor Scott Simon discusses what upgrades 403(b) plans should make, with lowering costs being the first improvement. Rev. [29], This article is about the NPR journalist. all available advisors and firms and matches based on specific criteria (investable assets, (which will reduce returns). We sell different types of products and services to both investment professionals and individual investors. Rev. Bates Group is with you every step of the way. In 2012, he was the recipient of the Tamar Frankel Fiduciary of the Year Award for his many contributions to advancing the vital role of the fiduciary standard to investors, capital markets and to society.. Simon has hosted television series and specials, including PBS's Need to Know in 201113. Simon also wrote the book Just Getting Started with Tony Bennett. With an in-depth understanding of retirement planning, HowardSimon creates plans that utilize the full extent of the tax code. February 18, 2023 The U.S. Secretary of State is expected to talk with China's top foreign diplomat during a conference in Munich. Based on that information, we match you with financial advisors near STAN HONDA/AFP via Getty Images February 25, 2023 President Biden's commitment to Ukraine in its fight against Russia comes from his background in foreign affairs and the Cold War. What's Wrong With Third Party 3(38) Investment Managers? Scott Simon is a financial advisor in Chesterfield, MO, and has earned his CFP. Find an Advisor or call us now at 1-888-467-5419 About this Advisor Scott Simon is a financial advisor who works out of Horsham, Pennsylvania, with a total of 10 years in the industry. This page contains links to SmartAssets financial advisor matching tool, which may or may not Scott has hosted so many television specials such as PBSs State of Mind, Voices of Vision, and Need to Know. He has also received the Barry M. Goldwater Award from the Human Rights Fund. Simon, who was elected to BART's board in 2016 after years working for social justice programs, announced her candidacy Tuesday. During their career, the advisor has held roles at Mbsc Securities Corporation, Bny Mellon Capital Markets, LLC, Pershing LLC, Pershing Advisor Solutions LLC, Bny Mellon, Massmutual and Mml Investors Services. My Cubs: A Love Story, released on April 11, 2017. government. review the ongoing performance of any Adviser, participate in the management of any users account by Payroll Type: State: Base/Regular Pay: $52,914 . Rev. Scott Simon Executive Director at MODOT and Highway Patrol Employees Retirement System Clarksburg, Missouri, United States 8 connections Our method increases efficiencies and eliminates unnecessary hassles. Since 2003, he has written a popular and well-received monthly column for Morningstar on a large number of fiduciary investment issues that cover the Uniform Prudent Investor Act (which concerns the investment conduct of fiduciaries of private family trusts), the Restatement (Third) of Trusts (which includes the Prudent Investor Rule), the Uniform Prudent Management of Institutional Funds Act which concerns the investment conduct of fiduciary directors and trustees serving as stewards of the portfolios held by charitable organizations such as foundations and endowments), the Uniform Management of Public Employee Retirement Systems Act (which concerns the investment conduct of fiduciaries responsible for municipal, county and state public employee pension plans) as well as ERISA (which is the federal law governing qualified retirement plans such as 401(k) plans). Business succession planning. Opinion: As NPR Turns 50, Scott Simon's View From Behind The Microphone. His brother, Thomas. February 18, 2023 NPR's Scott Simon speaks with Crystalyne Curley, the first woman to ever be elected speaker of the Navajo National Council, the legislative branch of the Navajo Nation. Coles is the supermarket most impacted by the collapse of Scott's. Credit: Joe Armao. Fees charged by financial advisors largely depend on which services the firm provides the client. He has also contributed articles to The New York Times, The Los Angeles Times, The Wall Street Journal, The Sunday Times of London, The Guardian, and others. He also spent time at CenturyLink Asset Management as a portfolio manager and at Denver Employees Retirement Plan as an investment analyst. February 25, 2023 The global trade in blood plasma takes center stage in Kathleen McLaughlin's book, "Blood Money." SmartAsset does not Contributor Scott Simon examines one of the two lawsuits filed in September that could topple the new rule. His firm serves as a discretionary investment fiduciary to its ERISA and non-ERISA retirement plan clients. [19], Simon has won Peabody and Emmy awards, and received many honorary degrees. Mr. Simon is the author of two books. Scott Turow called it "a treasure. Young Americans Center for Financial Education, Fire and Police Pension Association of Colorado, Sponsor Spotlight: Coors Foundation Helps Colorado Students Reach Their Full Potential, Meet Youth Advisory Board Members: Grant Cramer, Karina Kastelic, and Tyler Naha, Sponsor Spotlight: InBank and Young AmeriTowne On the Road, Meet Youth Advisory Board Members: Oliver Deines and Krish Vipani, Meet Youth Advisory Board Members: Mo Chism and Celina Cookson, YouthBiz Spring Marketplace Success Strategies, Youth Advisory Board Co-Chairs: Gabe Nagel and Hannah Reyes, Concept of the Month: Why You Should Save Your Money at a Bank. 2011 Tier Beneficiary Designation (for contributions), Request for Division of Benefits Order Estimate, Board/Committee Meeting Dates and Agendas, Board of Trustees Planning Calendar, Designation of Beneficiary for Employee Contributions. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching He hosted The Paterson Project, a tv special that won a national Emmy. Additionally, Mr. Simon has written the monthly Fiduciary Focus column for Morningstar on fiduciary investment issues since 2003. The named financial professional and firm have not reviewed, approved, or endorsed this profile and Simon is a retirement plan advisor at Retirement Wellness Group specializing as a discretionary investment fiduciary pursuant to ERISA section 3 (38). His hobbies are books, theater, ballet, British comedy, Mexican cooking, and "bleeding for the Chicago Cubs." I live with Sam my wife, along with two teenaged children, three dogs and six chickens in the Cotswolds. By. Broad and deep diversification is a prudent investment approach, no matter the market environment. Scott Simon Scott Simon is one of America's most admired writers and broadcasters. All Rights Reserved, Securities & Financial Services Litigation & Consulting, Out-of-Pocket P/(L)s, Damages, Data Analyses and Analytics, Cybersecurity/Information Security Program, Money Services Businesses (MSB) & FinTech, Non-Banking Financial Institutions (NBFI), Blockchain/Virtual Assets (Cryptocurrency), Annuity & Insurance Product Litigation & Actuarial Services, State Licensing Acquisition & Maintenance, Financial, Valuation and Commercial Damages Expertise, Forensic Accountant or Financial Forensic Consulting, Securities and Financial Services Litigation & Consulting, Uniform Management of Retired Systems Act, Uniform Prudent Management of Institutional Funds Act, November 6, 2019: https://fiduciary-experts.com/final-thoughts-on-the-secs-regulation-best-interest-2/, October 3, 2019: https://fiduciary-experts.com/litigation-against-the-secs-regulation-best-interest-not-surprised-2/, September 4, 2019: https://fiduciary-experts.com/why-regulation-best-interest-should-be-jettisoned-2/, July 31, 2019: https://fiduciary-experts.com/further-observations-on-regulation-best-interest-2/, July 3, 2019: https://fiduciary-experts.com/observations-on-regulation-best-interest-and-the-continuing-fiduciary-wars-2/, September 5, 2018: https://fiduciary-experts.com/an-sec-commissioners-misfires-2/, June 12, 2018: https://fiduciary-experts.com/about-that-best-interest-rule-2/, Fiduciary Focus, a body of over 160 monthly columns written for Morningstar since 2003, The Fiduciary Duties of a Registered Investment Advisor, Observations, ComplianceMAX Monthly Advisers Newsletter, May 2006, Illuminating the Broad Range Requirement of ERISA Section 404(c) with the Language of Modern Portfolio Theory Found in the Uniform Prudent Investor Act and the Restatement 3rd of Trusts (Prudent Investor Rule), Journal of Pension Benefits, Autumn 2005, A Step Beyond ERISA Section 404(c): Improving on the Participant-Directed 401(k) Investment Model, Journal of Pension Benefits, Summer 2005 (co-author), Managing Risk vs. How broad and deep portfolio diversification produces a double-barreled benefit. If you're a young business owner (up to age 21) with hand-crafted products to sell, this is the marketplace for you! Scott joined NPR in 1977 as Chicago bureau chief. Scott is president of North Pointe Realty, a Cleveland-based commercial real estate development, construction and management firm, and co-founder of [thrive], a Cleveland-based social venture. Scott Simon: Elise, our oldest daughter was four when we adopted, our youngest daughter who was I think seven months old. Scott announced her retirement following her role in England's stunning Euro 2022 win, beating Germany in the final on the way to the team's first piece of major silverware.. A veteran of the game . He is the host of Weekend Edition Saturday and is one of the hosts of NPR's morning news podcast Up First. HowardSimon does not use "cookie cutter" plan concepts; we design a plan for you. Rev. Core Focus Grade 6: Test Practice for Common Core By Christine R. Gray. Simon is a retirement plan advisor at Retirement Wellness Group specializing as a discretionary investment fiduciary pursuant to ERISA section 3(38). Simon is currently employed by Mml Investors Services, LLC. financial advisors nearby, we ask you a series of questions about your retirement plans, life He is a renowned journalist and therefore he has accumulated a decent aunt of wealth over the years he has worked. He is the host of Weekend Edition Saturday and is one of the hosts of NPR's morning news podcast Up First. He has been in practice for 14 years, the last 9 years at U.S. Bancorp Investments Inc. 10+ years of experience doing deep levels of discovery and objection handling at every level as a. Contributor Scott Simon addresses two unrelated--albeit important--subjects for advisors. Advantages of payroll integration include: Access employee data on the go with HowardSimon's exclusive HowardSimon Mobile. 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