Fiduciary News

Image by Andrew Martin from PixabayPhoto by Chicago Cameraslinger on UnsplashPhoto by Photo Boards on UnsplashPhoto by Trường Trung Cáș„p Kinh Táșż Du Lịch ThĂ nh Phố Hồ ChĂ­ Minh CET on Unsplash
Hosting an industry conference? Ask us about including it in this ticker.

Posts From Christopher Carosa, CTFA

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/25/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/25/16

Retirement Policy Ideas, Grasping for Fiduciary Straws, and Redefining Fees.

1 comment Read Full Article

Retirement Readiness: Are We Using the Right Metric?

    Retirement Readiness: Are We Using the Right Metric?

It’s very possible, if not very likely, the vast bulk of retirees want to simple relax. Chances are they’re more ready than others think, and just as ready as they want to be. Maybe that’s the metric every fiduciary should be focusing on.

2 comments Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/18/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/18/16

Wither regulators? Wither fiduciary? and Zeroing in on fees.

0 comment Read Full Article

Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials

    Exclusive Interview with Tara Falcone: How to Talk Financial to Millennials

“Millennials seek instant gratification. Putting money away today to live off of forty years from now isn’t nearly as sexy as a trip to Thailand with your girlfriends or tickets to the World Series. I’m not saying there’s anything wrong with that, but you’ve got to strike a balance between today and tomorrow.”

4 comments Read Full Article

Will the DOL’s New Fiduciary Rule Redefine the Role and Boundaries of Plan Recordkeepers?

    Will the DOL’s New Fiduciary Rule Redefine the Role and Boundaries of Plan Recordkeepers?

Ultimately, it will be the tort bar that offers the enforcement and the subsequent consequence for poor decision making on the part of plan sponsors and service providers. Rest assured all sides will be discover the regulatory fence in their once open fields.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/4/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/4/16

Viewing this content requires a Basic (Free) Membership or better. You are not currently logged in. If you have an

0 comment Read Full Article

Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

    Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

How much effort does it really take for ongoing monitoring of an index fund or a target date fund? And does that justify the fees advisers typically charge? And is this why the DOL inserted that reference in Q5 of the Fiduciary FAQ?

2 comments Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/28/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/28/16

Public pension ugliness, the fiduciary fog, and a fee line in the sand.

0 comment Read Full Article

Retirement Advisers Speak Out on Next President: Trump Trumps Fiduciary Rule

    Retirement Advisers Speak Out on Next President: Trump Trumps Fiduciary Rule

The world of finance is unforgiving. You can’t sweet talk your way out of a bad decision and, quite often, a blunt demeanor can get a job done more effectively and efficiently than the soft ambiguity of diplomatic language.

0 comment Read Full Article

FiduciaryNews.com is sponsored by…

Order Your From Cradle to Retirement book today!

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.
Skip to content