SCOTUS and Substantive Measurements

Why did the Office of the Solicitor General of the United States ask SCOTUS in the Hughes v Northwestern University case to look at “substantive” measurements only in the monitoring of core funds in an ERISA plan?

In our latest episode, the ‘Two Nerds’ discuss the Supreme Court of the United States and substantive measurements. Click here to watch it.

“Two Nerds” features Jackie Reeves, the Managing Director at Bell Rock Capital, a registered investment firm, and Don Jones, the Founder and a current partner at Fiduciary Wise, an ERISA Plan Fiduciary Firm. Both Jackie and Don were awarded a BCF™ (Board Certified Fiduciary™) designation from The Center for Board Certified Fiduciaries.

In the previous episode, Don and Jackie get nerdy about the words “pecuniary” and “substantive”. This would be a great context video if you’re trying to understand our newest video. Watch the previous episode here.

You can find the series on YouTube. Two Nerds will be published on the Fiduciary Wise YouTube channel once a month! Watch the latest episode below and don’t forget to like and subscribe to the channel.

Tell us your thoughts and ask us your questions! Comment on our video and let’s discuss.