choosing a financial advisor. Our method increases efficiencies and eliminates unnecessary hassles. Recently, he was awarded the Studs Terkel Award. People like working with us. 2 Lincoln Center10220 SW Greenburg Road, Suite 200Portland, OR 97223, 2023 Bates Group, LLC. Commands held. Consider getting involved with Young Americans! He also spent time at CenturyLink Asset Management as a portfolio manager and at Denver Employees Retirement Plan as an investment analyst. Subject matter areas include standards of modern prudent fiduciary investing, prudent fiduciary investment conduct, breaches of fiduciary duties and principles of investing. His other book, The Prudent Investor Act: A Guide to Understanding (2002), has been praised by Harry C. Markowitz (Nobel laureate in Economics and the father of Modern Portfolio Theory), John C. Bogle (Founder and former Chairman, the Vanguard Group), Edward C. Halbach, Jr. (Reporter, The Restatement (Third) of Trusts and the Walter Perry Johnson Professor of Law Emeritus, Boalt Hall, University of California Law School) and Fred Reish (Charter Fellow, American College of Employer Benefits, Drinker Biddle and Reath LLP). He is the author of two books, The Prudent Investor Act: A Guide to Understanding and Index Mutual Funds: Profiting From an Investment Revolution (foreword by John C. Bogle). Simon is a native of Chicago and the son of comedian Ernie Simon and Patricia Lyons Simon. He reports directly to the MPERS Board of Trustees. Scott and his wife, Tracie, have five children. Martyn John Gough (born 21 April 1966), a British Anglican priest, is National Chaplain to the Royal British Legion. Prior to his pension plan work, Scott completed an executive development program for a major U.S. retailer where he became one of the youngest store managers in the history of the company. Scott Simon, Missouri Dept of Transportation & Highway Patrol Employees Retirement System: Profile and Biography - Bloomberg Markets Bloomberg TV+ Bloomberg Markets European Open Bloomberg. He received a James Beard Award for his story, Conflict Cuisine in Gourmet. 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. Our experience affords us the ability to customize a retirement plan that serves the maximum purpose for your business. Scott loves spending time with his family in the outdoors. Manage risks and costs instead. His certification as an AIFA qualifies him to conduct independent fiduciary assessments that determine whether fiduciaries and investment professionals are in compliance with the standards of modern prudent fiduciary investing. Contributor Scott Simon details two recent lawsuits filed against the SEC related to regulation best interest. hide caption. Mary Executive compensation planning. platform based on information gathered from users through our online questionnaire. Rev. These useful vehicles consider all of the risks relevant to the stability of an income stream, says contributor Scott Simon. Here are some things we learned and a few questions that were raised during a race weekend of full access to virtually all of the major decision-makers and drivers in IndyCar: -Yes, Mario . When Holding a Single Stock Isnt Imprudent, Flexibility's Role in Modern Prudent Fiduciary Investing, Fiduciaries, Look to the Law of Trusts as Your Guide, The Ins and Outs of the DOLs Best Interest Contract Exemption, Safe Harbors and Exclusions in the DOL's Fiduciary Rule, Breaking Down the 3 Key Elements of the DOL Fiduciary Rule. Understanding the DOL's Conflict of Interest Rule, The Secret to Prudent Retirement Investing. "[14] He questioned nonviolence at greater length in the Quaker publication Friends Journal in December 2001,[15] provoking many angry letters, to which he replied in the May 2003 issue. These products and services are usually sold through license agreements or subscriptions. Having been involved in the financial services industry for more than two decades, I have seen the impact of financial education first-hand, says Simon. 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. He has received numerous honorary degrees. Unlike other providers who utilize call centers, our clients receive direct dial support so they can quickly and easily contact a familiar representative. forces. He is enrolled in Level II of the Chartered Financial Analyst (CFA) program. Young Americans Center / Young Americans Bank, 401 South Pierce Street One of her many triumphs is the way she looks up and around to make every tier of the audience feel so included (Photo: Helen Murray) Whether it's about bricks & mortar, or connection & creation, Scott Simon is passionate about building and transforming community. AFP via Getty Images Develop and improve features of our offerings. The move came just three days after Lee, a progressive Democrat . THE host of ''Weekend Edition With Scott Simon'' on National Public Radio has a voice that's just right for reading a bedtime story to a child. He is the godson of Jack Brickhouse, an American sportscaster. Royal Navy. The road takes its toll on the life of a rock . states: Please visit their SEC profile for more details. in the aforementioned profile. He stands at a height of 5 ft 8 in (Approx 1.92m). [19], Simon has won Peabody and Emmy awards, and received many honorary degrees. [8] His father died when Scott was 16,[9] and his mother later married former minor league baseball player Ralph G. Newman, an American Civil War scholar and author who ran the Abraham Lincoln Bookshop in Chicago.[10]. Listen to Saturday's show | Listen to individual stories Saturday, January 8, 2005 The members of the rock group the Donnas have been. Scott had a sister who died at a young age. PEPs have the potential to offer many advanatages, including: @ 2022 HOWARDSIMON, LLC @. (which will reduce returns). Unforgettable: A Son, a Mother, and the Lessons of a Lifetime, published in March 2015. His areas of expertise include modern prudent fiduciary investing including standards of fiduciary investment conduct, principles of investing and violations of fiduciary duties. This month, we are proud to introduce a member of the Young Americans Bank Board of Directors, Scott Simon. See Photos. Not Surprised, Why Regulation Best Interest Should Be Jettisoned, Further Observations on Regulation Best Interest, Observations on Regulation Best Interest and the Continuing Fiduciary Wars, The Law of Trusts Is the Foundation for Prudent Fiduciary Investing, The Risk/Return Trade-Off and Modern Prudent Fiduciary Investing, An Introduction to Modern Prudent Fiduciary Investing, Revisiting Target Date Retirement Income Funds, The SEC Should Try Enforcing the Investment Advisers Act of 1940, An Improvement on Regulation Best Interest, Why Diversification Pays in Rising Markets, Too. 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. How we use your information depends on the product and service that you use and your relationship with us. That education covered a broad range of topics including leadership and strategy development, benefit administration, human resource development and workforce management, reporting and benchmarking, and defined contribution plan management. Scott Simon Executive Director at MODOT and Highway Patrol Employees Retirement System Clarksburg, Missouri, United States 8 connections We earned our leadership status in retirement plan administration by providing customized retirement plans supported by attentive customer service. He is the host of Weekend Edition Saturday and is one of the hosts of NPR's morning news podcast Up First. And we got this little picture from the adoption agency of this little . His father is Ernie Simon, a comedian, while his mother Patricia Lyons, is an actress. [13], After the September 11 attacks, Simon spoke and wrote in support of the "war on terror", publishing an op-ed in the October 11, 2001, Wall Street Journal titled "Even Pacifists Must Support This War. Congratulations on a great career Janet Howell! He was born in Chicago, Illinois, the United States, to his parents. Sports Illustrated called his book Home and Away: Memoir of a Fan "extraordinaryuniformly superba memoir of such breadth and reach that it compares favorably with Fredrick Exley's A Fan's Notes." Contributor Scott Simon argues virtually every investment fiduciary is governed by the principles laid down in the law of trusts. Additionally, he has co-anchored PBSs Millennium 2000 coverage in concert with the BBC, and also co-hosted the televised Columbia-DuPont Awards. This is Mark Simon from Sports Info Solutions. Click here to get matched with an advisor today. Copyright 2023 Morningstar, Inc. All rights reserved. When children develop healthy financial habits at a young age, they have years to practice and perfect these skills before adulthood. Thats why Im thrilled to serve on the Board of Young Americans Bank which provides this learning on a daily basis., Your email address will not be published. Verify your identity, personalize the content you receive, or create and administer your account. Core Focus Grade 6: Test Practice for Common Core By Christine R. Gray. This website uses cookies to improve your experience while you navigate through the website. Western Force coach Simon Cron says Jeremy Thrush's shock retirement backflip could last the entire Super Rugby . He progressed through the ranks first as a Benefit Supervisor and then as the Manager of Benefit Services. Answer a few questions to get a personalized match. A single portal takes the burden off of your staff to move data between platforms and greatly increases accuracy. 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. , the Secret to prudent Retirement investing young Americans Bank Board of Directors, Scott Simon a of... 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