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Christopher Carosa, CTFA
By Christopher Carosa, CTFA | December 10, 2013
The Rule dates back to the early years of the Reagan administration and has been updated annually for the past three decades.
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Posted in Education | Tagged 401k, Aon Hewitt, CFA Institute, Daniel Cassidy, David Rae, Goal-Oriented Target, IRA, Reagan, replacement ratio, retirement, Rich Rausser, Rob Austin, Rob Drury
By Christopher Carosa, CTFA | December 9, 2013
End of public pensions? The One Fiduciary RIng? and What’s hiding under your dragon?
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Posted in Trending Topics | Tagged 401k, Annuity, Bond, court ruling, Detroit, DOL, employer match, Fidcuiary Standard, fiduciary, Fiduciary Duty, Fiduciary Rule, Illinois, IRA, pension, Plato, public pension, real estate, retirement, Retirement Readiness, Schlichter, SEC Advisory Panel, Social Security, Tax Reform, The Ring of Gyges, Tolkien
By Christopher Carosa, CTFA | December 3, 2013
How knowing Greek Tragedy and Elizabethan Theater can help us live a better retirement.
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Posted in Basic, Education, Investors | Tagged 401k, Brian Beck, Chris Chen, David Rae, expense ratio, Fee Disclosure Rule, hubris, overconfidence, Ozeme Bonnette, petard, recency, stock market bubble
By Christopher Carosa, CTFA | November 25, 2013
Fiduciary Fram, a Turkey Call and “Empty Carbs or Vital Protein”?
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Posted in Trending Topics | Tagged 401k, Annuity, court ruling, DOL, ETF, Fama, fiduciary, Fiduciary Duty, glidepath, menu option, pension, Prudence, retirement, RIA, ROTH 401k, SEC, Shiller, stock drop, target date fund, Uniform Fiduciary Standard
By Christopher Carosa, CTFA | November 19, 2013
“If you’re comfortably middle class, you can make the 401k work as a retirement vehicle.”
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Posted in Education | Tagged 401k, Annuity, auto-enrollment, auto-escalation, ETF, fiduciary, Greg Carpenter, QDIA, recordkeeping, retirement, Retirement Readiness, target date fund, unitization
By Christopher Carosa, CTFA | November 18, 2013
How #401k plans create millionaires, the coming fiduciary Wild West and fee hypocrisy
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Posted in Trending Topics | Tagged 401k, Annuity, automatic withdrawal, Canadian DB, fee, fiduciary, Fiduciary Rule, Fiduciary Standard, investing, pension, plan participation, retirement, target date fund
By Christopher Carosa, CTFA | November 12, 2013
Like a car’s top-end gear, in the big picture 401k investing decisions are less powerful than most think.
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Posted in Education | Tagged 2006 Pension Protection Act, 401k, Andrew Schrage, auto-escalation, automatic enrollment, Bond, Casablanca, cash, Elle Kaplan, investing, long-term, Qualified Default Investment Alternative, retirement, return, risk, roulette, short-term, stock, Vince Allegra
By Christopher Carosa, CTFA | November 11, 2013
Pension confusion, more fiduciary questions and fee-caps for 401k?
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Posted in Trending Topics | Tagged 401k, active, auto-enrollment, behavioral finance, court ruling, DOL, fee, fiduciary, Fiduciary Standard, GAO, Index, IRA Rollover, MassMutual, pension, retirement, Retirement Plan Fee Cap, saving, SIFMA, Tax Reform, withdrawal
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/06/13
By Christopher Carosa, CTFA | December 9, 2013
End of public pensions? The One Fiduciary RIng? and What’s hiding under your dragon?
Read the full story...Posted in Trending Topics | Tagged 401k, Annuity, Bond, court ruling, Detroit, DOL, employer match, Fidcuiary Standard, fiduciary, Fiduciary Duty, Fiduciary Rule, Illinois, IRA, pension, Plato, public pension, real estate, retirement, Retirement Readiness, Schlichter, SEC Advisory Panel, Social Security, Tax Reform, The Ring of Gyges, Tolkien | Leave a response