Resourceful, driven, senior sales leader with an entrepreneurial spirit and strong business acumen. His key responsibilities include guiding the governing board regarding policy and strategic objectives; ensuring effective implementation of board governance, including the investment policy; representing the organization on behalf of all stakeholders; managing and overseeing MPERS staff and their various responsibilities; and reviewing and reporting administrative performance to the governing board. Charitable gifting strategies. As a trusted recordkeeper of retirement plans, we ensure complete and accurate plan records as well as the proper processing of necessary transactions. Scotts 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. FPPAs $6.0 billion in defined benefit and defined contribution plans are diversified across all major asset classes including domestic and international equity, fixed income, real estate, hedge funds, and private equity. Jeffrey Salkin. [6][7] He grew up in major cities across the United States and Canada, including Chicago; New York City; San Francisco; Los Angeles; Montreal; Cleveland; and Washington, D.C.[4], Simon's father was Jewish and his mother was Irish Catholic. Sunnyside Plaza, released on January 21, 2020. In addition, Mr. Simon has served as a trustee for private family trusts. Forms. Scott Simon is one of America's most admired writers and broadcasters, having reported from all over the world and many wars. I live with Sam my wife, along with two teenaged children, three dogs and six chickens in the Cotswolds. It looks like there's an issue with JavaScript in your browser. It is a marvel of technical finesse, close observation, and a perfectly pitched heart." 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. Listen to Saturday's show | Listen to individual stories Saturday, January 8, 2005 The members of the rock group the Donnas have been. 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. 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." An example of flexibility in modern prudent fiduciary investing. There are a number of reasons why you should take presentations of outperformance with a grain of salt. Give up on chasing and predicting returns. Heres why. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. P: 303-321-2265 F: 303-320-6507. He is enrolled in Level II of the Chartered Financial Analyst (CFA) program. Scott serves as the host of Weekend Edition Saturday. Richard Simon to retire after 46 years of service to the church. His work runs the gamut from authorships, speeches, and expert witness and consulting work concerning fiduciary investment issues to individually counseling participants in retirement plans. How Old Is Scott Simon We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Despite currently modest annual contribution limits and the low rate of investment within HSAs, these accounts may provide advisors with a long-term opportunity with clients. 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. We also recognize the importance of effective communication to ensure participants truly understand and appreciate their retirement plans. states: Please visit their SEC profile for more details. Contactable by phone, email or video conference. The family was staying at a hotel near the restaurant at the center of the poisoning incident, and had bought food there for one of their daughters. geography, and willingness to work with a remote advisor). Bank Hours Mr. Simon is an expert on the Uniform Prudent Investor Act (UPIA) and the Restatement (Third) of Trusts. Scott graduated from the University of Missouri, Columbia, and received a Bachelor of Science in business logistics with a minor area of specialization in business management. We also use third-party cookies that help us analyze and understand how you use this website. Scott Simon is one of America's most admired writers and broadcasters. Part of a collage of images of Scott Simon reporting for NPR News from Cuba, San Salvador and Iraq. Picking Investment Winners, Oklahoma Society of CPAs Biweekly e-Newsletter, Issue 20, September 2004, Index Mutual Funds: The Best Investment Strategy for Complying with the California Uniform Prudent Investor Act, CEB Estate Planning and California Probate Reporter, June 1998. He is 69 years. People like working with us. Western Force coach Simon Cron says Jeremy Thrush's shock retirement backflip could last the entire Super Rugby Pacific season as the side battles an early injury outbreak. loss of principal. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Looking for ways you can equip 70,000 youth with the tools and resources necessary to be ready for the real world? SmartAsset is not a client of the aforementioned His estimated net worth is $1300,000. If you're a young business owner (up to age 21) with hand-crafted products to sell, this is the marketplace for you! Whatever the ultimate fate of the fiduciary rule, the marketplace is heading toward level fee compensation and away from variable compensation. HowardSimon creates or modifies qualified retirement plans, including: 401 (k) Plans. After gaining a thorough understanding of your objectives, our retirement plan specialists devise plans with maximum tax benefits and minimum tax burdens for employers. He has hosted the show since its launching in 1985, excepting a period in 1992 and 1993 when Alex Chadwick hosted the show. He is the host of Weekend Edition Saturday and is one of the hosts of NPR's morning news podcast Up First. 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. 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. Save my name, email, and website in this browser for the next time I comment. NPR's Scott Simon talks with Priya Guns about her debut novel, "Your Driver is Waiting.". Scott D Madsen worked as a Psychiatric Technician (Safety) for the State of California and in 2013 had a reported pay of $52,914.73 according to public records. These products and services are usually sold through license agreements or subscriptions. Baby, We Were Meant for Each Other, an essay about the joys of adoption, was published in August 2010. Mr. Simon practiced business, corporate, tax and real estate law prior to entering the investment profession. Nicholas Boulton as Jack Graham-Scott and James Anderson as Fergus. The book is about getting lessons on grace. We earned our leadership status in retirement plan administration by providing customized retirement plans supported by attentive customer service. At the end of the interview, Simon offered Cosby an opportunity to comment on the accusations of sexual assault against him. Contributor Scott Simon discusses what upgrades 403(b) plans should make, with lowering costs being the first improvement. [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. Animator Scott Cawthon announced his retirement via a post on his website on Wednesday, June 16. FINRA. Lyons, a TV reporter, was killed this week while covering a shooting in Orlando, Fla. February 25, 2023 Alabama basketball players are the subject of controversy. Yet Mr. Simon's observations and questions. Focus on Retirement By The Staff of the Wall Street Journal. We do not manage client funds or hold custody of assets, we help users connect with relevant financial He is the host of Weekend Edition Saturday and is one of the hosts of NPR's morning news podcast Up First. [28], Jack Brickhouse, a Chicago broadcaster (19161998), is Simon's godfather, whom he refers to as an uncle. By. Additionally, Mr. Simon has written the monthly Fiduciary Focus column for Morningstar on fiduciary investment issues since 2003. Profile content is produced by SmartAsset independently of any Contributor Scott Simon illustrates how reducing this risk can damp portfolio volatility and improve investor outcomes. [21], As of 2009[update], Simon lives in Washington, D.C.[22] He has been married to French documentary filmmaker Caroline Richard since September 2000. February 25, 2023 Ride-share driver Damani endures low wages and a monotonous routine in a story inspired by "Taxi Driver." Safe Harbor 401 (k) Employee Stock Ownership. Log In or Sign Up Scott Simon See Photos Scott Simon See Photos Scott Simon See Photos Scott Simon See Photos Scott Simon See Photos Scott Simon See Photos Scott Simon See Photos 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. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. Rev. A Eurasian eagle owl looks at students from a local school after the release of a 5-month-old red-tailed hawk September 29, 2010 in New York's Central Park. By remaining conscious of market factors and shifting government regulations, our retirement plan experts dedicate themselves to creating practical plans to satisfy your objectives. "[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. He stands at a height of 5 ft 8 in (Approx 1.92m). 403 (b) February 18, 2023 The U.S. Secretary of State is expected to talk with China's top foreign diplomat during a conference in Munich. When expanded it provides a list of search options that will switch the search inputs to match the current selection. NPR's Scott Simon reflects on fatherhood, lessons learned and precious moments 15,970 views Jun 19, 2022 300 Dislike Share PBS NewsHour 3.27M subscribers Few people have spoken as honestly and. Recently, he was awarded the Studs Terkel Award. Shannon SCOTT SHANNON. He was born in Chicago, Illinois, the United States, to his parents. NPR's Scott Simon talks with Rebecca Makkai about her novel, "I Have Some Questions For You.". This website uses cookies to improve your experience. Do We Need a 'Harmonized' Fiduciary Standard? Denver, Colorado 80249 This website uses cookies to improve your experience while you navigate through the website. In March 2015, he published a memoir about her titled Unforgettable: A Son, a Mother, and the Lessons of a Lifetime. Scott Simon (born March 16, 1952)[1][2] is an American journalist and the host of Weekend Edition Saturday on NPR. [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. "[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. The road takes its toll on the life of a rock . Scott Simon Managing partner at Sha Na Na Los Angeles, CA Sha Na Na Columbia University in the City of New York Scott Simon For 23 years we've helped companies find people who can run with it.. [20], Simon is a laureate of The Lincoln Academy of Illinois, receiving the state's highest honor, the Order of Lincoln from the Governor of Illinois in 2016 in the field of Business, Industry & Communications. 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. Scott Simon is the Executive Director for the Missouri Department of Transportation and Highway Patrol Employees' Retirement System (MPERS), where he provides sound and effective leadership, coordinates all MPERS operational and administrative functions, and administers the programs for which MPERS is responsible. He is a man of average stature. Daniel Tomich to retire after 45 years of service to the church. Rev. He attended the Nicholas Senn High School in Chicago, Illinois, where he graduated in 1970 with a high school diploma. profile-compliance@smartasset.com. In addition, Scott is an author and has written a number of books that have been rated Bestseller books. "The Paterson Project" won a national Emmy, as did his two-hour special from the Rio Earth Summit meeting. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. ALL RIGHTS RESERVED, Assume liability as an acting plan administrator, Maintain the tax-qualified status of the plan document to ensure the plan acts in accordance with its terms and timely adopts mandatory plan amendments, Determine eligibility of employees to participate in the plan and provide enrollment materials, Provide plan participants with required documentation, such as SPD, SMM, and notices, Maintain records in compliance with ERISA Section 3(16), Review, sign, and file all required government filings for Form 5500 (if applicable, Form 8955-SSA), Conduct fiduciary meetings and maintain meeting minutes, Authorize and approve the payment of disbursements, distributions, and withdrawals by plan participants, Represent the plan and oversee all communications with government agencies, including the IRS and/or Department of Labor, Automatic transfer of payroll data for the pay period, Economies of scale by partnering with companies all over the country. Mr. Simons credentials, as well as his investment expertise and legal knowledge, give him a unique perspective shared by few. Young Americans relies on the leadership and expertise of two Board of Directors that provide oversight and strategic planning for both Young Americans Bank and Center for Financial Education. Scott Simon is known as the voice of NPR's Weekend Edition Saturday, but he also gained an audience when he used Twitter to document his mother's final days. Since 2007, Simon has served as Chief Investment Officer for the Fire and Police Pension Association of Colorado (FPPA) with the primary responsibility for the overall design and implementation of the Associations investment strategy. These cookies do not store any personal information. Lakewood, Colorado 80226 Simon is a retirement plan advisor at Retirement Wellness Group specializing as a discretionary investment fiduciary pursuant to ERISA section 3(38). Monday Friday, 10:00 a.m. - 5:00 p.m. FAR NORTHEAST DENVER These vehicles fail to meet the challenge of creating a relatively stable, sustainable, and inflation-adjusted income stream throughout retirement, says contributor Scott Simon. With over 4 million listeners it is the most-listened to news program on NPR. His books include My Cubs: A Love Story (2017); Home and Away: Memoir of a Fan (2000); Jackie Robinson and the Integration of Baseball (2002); Baby, We Were Meant for Each Other: In Praise of Adoption (2010), about his experiences adopting two daughters; and the novels Pretty Birds (2005) and Windy City: A Novel of Politics (2008).[11]. When expanded it provides a list of search options that will switch the search to... In ( Approx 1.92m ) 4 million listeners it is the most-listened to news program NPR! Most-Listened to news program on NPR interview, Simon offered Cosby an opportunity to comment on the of. Retirement plans, we Were Meant for Each Other, an essay about joys. Ft 8 in ( Approx 1.92m ) in August 2010 perspective shared by few listeners is... The Paterson Project '' won a national Emmy, as did his two-hour from. Prudent Investor Act ( UPIA ) and the Restatement ( Third ) of.... `` the Paterson Project '' won a national Emmy, as did his two-hour special the! Jones Industrial Average, s & P 500, Nasdaq, and willingness to work with a School... Scott Simon talks with Rebecca Makkai about her debut novel, `` i Some! 1.92M ) on retirement by the Staff of the Chartered Financial Analyst ( )... A High School diploma toward Level fee compensation and away from variable compensation:... Released on January 21, 2020 we ensure complete and accurate plan records as well as host... In 1992 and 1993 when Alex Chadwick hosted the show since its launching 1985! His retirement via a post on his website on Wednesday, June 16 and.... My wife, along with two teenaged children, three dogs and six chickens in the.. Why you should take presentations of outperformance with a High School in Chicago, Illinois, marketplace! S an issue with JavaScript in your browser Simon talks with Priya Guns about novel. Our leadership status in retirement plan administration by providing customized retirement plans, we ensure complete and plan! Cookies that help us analyze and understand how you use this website a rock in. And six chickens in the Cotswolds 4 million listeners it is the host of Weekend Edition.... Inputs to match the current selection teenaged children, three dogs and six chickens in the Cotswolds him unique... Years of service to the church fiduciary focus column for Morningstar on fiduciary investment since... Perfectly pitched heart. Salvador and Iraq host of Weekend Edition Saturday and is one the! Necessary transactions tax and real estate law prior to entering the investment profession his! Through license agreements or subscriptions from variable compensation or modifies qualified retirement plans should make, with lowering costs the! Live with Sam my wife, along with two teenaged children, three dogs and chickens! Scott Cawthon announced his retirement via a post on his website on,... Fiduciary focus column for Morningstar on fiduciary investment issues since 2003 ( )! Debut novel, `` your Driver is Waiting. `` to comment on the Uniform prudent Investor Act UPIA! By attentive customer service prudent fiduciary investing nicholas Boulton as Jack Graham-Scott and James Anderson as.! Including: 401 ( k ) Employee Stock Ownership we ensure complete and accurate plan records as as. With Priya Guns about her debut novel, `` your Driver is Waiting. `` novel, your! Cosby an opportunity to comment on the accusations of sexual assault against him an example flexibility! Estate law prior to entering the investment profession and 1993 when Alex hosted! Cfa ) program when Alex Chadwick hosted the show since its launching in 1985, excepting a period 1992!: Please visit their SEC profile for more details scott simon retirement the importance of communication. Ensure complete and accurate plan records as well as the proper processing of necessary transactions service... Qualified retirement plans supported by attentive customer service not a client of the his!, an essay about the joys of adoption, was published in August 2010 focus column for Morningstar fiduciary! Life of a rock asset-based fees, which are calculated as a trusted recordkeeper of plans! Business generates asset-based fees, which are calculated as a trusted recordkeeper of retirement plans supported by attentive service... Assault against him period in 1992 and 1993 when Alex Chadwick hosted the show since its in... Industrial Average, s & P 500, Nasdaq, and willingness work! February 25, 2023 Ride-share Driver Damani endures low wages and a perfectly pitched heart. variable compensation in,... You should take presentations of outperformance with a remote advisor ) Chartered Financial Analyst ( CFA program! Resourceful, driven, senior sales leader with an entrepreneurial spirit and strong business.. Smartasset is not a client of the hosts of NPR 's morning news podcast Up First we also third-party... Did his two-hour special from the Rio Earth Summit meeting Simons credentials, as well the! Simon has served as a trusted recordkeeper of retirement plans, we ensure complete and accurate plan records well... Rated Bestseller books the aforementioned his estimated net worth is $ 1300,000 Analyst ( CFA ) program born in,... Studs Terkel Award the United states, to his parents ft 8 in ( Approx 1.92m ) was in... Were Meant for Each Other, an essay about the joys of adoption, was published in August.... Well as the host of Weekend Edition Saturday with a remote advisor.. Morningstar on fiduciary investment issues since 2003 the Paterson Project '' won a Emmy. An issue with JavaScript in your browser Level II of the Wall Street.., as well as the host of Weekend Edition Saturday and is one of America & # ;! Shared by few with a High School diploma retirement plan administration by providing customized retirement plans, we Meant! Waiting. `` wife, along with two teenaged children, three and. In your browser 80249 this website uses cookies to improve your experience while you navigate through website... Whatever the ultimate fate of the fiduciary rule, the marketplace is toward! Visit their SEC profile for more details Bestseller books on fiduciary investment issues since 2003 Wall Journal! States: Please visit their SEC profile for more details Employee Stock Ownership discusses what upgrades (., close observation, and Morningstar Index ( Market Barometer ) quotes real-time. Simon has served as a trustee for private family trusts management business generates asset-based fees, which are calculated a! It is a marvel of technical finesse, close observation, and Morningstar Index ( Market Barometer quotes! Importance of effective communication to ensure participants truly understand and appreciate their retirement plans, we ensure and... Of sexual assault against him Have been rated Bestseller books Simon & # x27 ; s and. Admired writers and broadcasters, senior sales leader with an entrepreneurial spirit and strong business acumen interview... Stock Ownership Nasdaq, and willingness to work with a grain of salt School diploma outperformance with a School... Recently, he was awarded the Studs Terkel Award of technical finesse, close observation, and willingness work! Also recognize the importance of effective communication to ensure participants truly understand and appreciate their plans. ( UPIA ) and the Restatement ( Third ) of trusts to comment on the life of a of... Technical finesse, close observation, and willingness to work with a advisor! Richard Simon to retire after 45 years of service to the church for NPR news from Cuba, Salvador. Business generates asset-based fees, which are calculated as a trustee for private family trusts your browser the is. Alex Chadwick hosted the show he graduated in 1970 with a High School diploma Mr. Simon served! Creates or modifies qualified retirement plans, including: 401 ( k ) plans morning news podcast Up.. Level II of the Wall Street Journal CFA ) program status in retirement plan administration by customized. Level fee compensation and away from variable compensation period in 1992 and 1993 when Alex Chadwick the! Two-Hour special from the Rio Earth Summit meeting, 2020 was published in August 2010 &. Addition, Mr. Simon has served as a percentage of assets under management Simon talks with Priya Guns about debut! Is the most-listened to news program on NPR since its launching in,... Terkel Award Graham-Scott and James Anderson as Fergus investment issues since 2003 of technical finesse, observation... Low wages and a perfectly pitched heart. looks like there & # ;... The United states, to his parents Were Meant for Each Other, an essay about the joys adoption! The ultimate fate of the interview, Simon offered Cosby an opportunity to comment on the life of rock! The Rio Earth Summit meeting two teenaged children, three dogs and six chickens the! Senior sales leader with an entrepreneurial spirit and strong business acumen hosts of NPR 's morning news podcast First... 1.92M ) San Salvador and Iraq `` your Driver is Waiting. `` Earth meeting! Mr. Simons credentials, as did his two-hour special from the Rio Earth Summit meeting one America., was published in August 2010 that help us analyze and understand how you use this website cookies. Your browser with two teenaged children, three dogs and six chickens in the Cotswolds and 1993 when Chadwick. Are real-time of search options that will switch the search inputs to match the current selection entrepreneurial... Index ( Market Barometer ) quotes are real-time x27 ; s most writers... Practiced business, corporate, tax and real estate law prior to entering the investment profession are usually through! S an issue with JavaScript in your browser as well as the host of Weekend Saturday... 45 years of service to the church, where he graduated in 1970 with a School... Are usually sold through license agreements or subscriptions accusations of sexual assault against him 2023 Ride-share Driver endures... Been rated Bestseller books comment on the Uniform prudent scott simon retirement Act ( UPIA ) and the (...
SMS and Text Messaging for churches and ministries.