FiduciaryNews

What do you think of our site upgrade?
Hosting an industry conference? Ask us about including it in this ticker?

Posts From Christopher Carosa, CTFA

Inside the Numbers: Why Every 401k Fiduciary Must Read This Report

Brightscope Co-Founder Mike Alfred reveals a piece of good news for small 401k plans and makes a surprising comment on just how important a plan’s investment menu really is – or isn’t.

0 comment Read Full Article

3 Reasons the SEC’s New 12(b)-1 Stance May Increase 401k Fiduciary Liability

The SEC does the right thing, and some 401k fiduciaries may find they’ve been doing the wrong thing.

2 comments Read Full Article

New Research Reveals When Active Beats Passive

Want to know when Active Beats Passive? A Journal of Investing study may just have the answer.

0 comment Read Full Article

10 Questions the DOL Wants the ERISA Fiduciary to Ask About 401k Fees

The DOL admits, due to the number of variables involved, there’s no easy way to calculate the fees and expenses paid by your 401(k) plan. You might be surprised who the DOL suggests trying to find the answers to the following ten questions from.

0 comment Read Full Article

3 Pointed Questions Determine If New DOL Decision on the 401k Investment-Advice Rule Increases Your Fiduciary Liability

Worried while Washington fiddles? These three vital questions might just help you determine if today’s DOL ruling will increase your personal fiduciary liability.

0 comment Read Full Article

Michael Krause of AltaVista Research Explains the Evolution of Indexing

If the evolution of indexing over the decades tells us anything, it tells us today’s budding index products “are not your father’s” index.

0 comment Read Full Article

Exclusive Interview with BrightScope, Inc. Co-Founder Mike Alfred on Rating Target Date Funds.

Plan sponsors want a more robust way to analyze. This technique may have saved 401k investors significantly last year.

0 comment Read Full Article

Prof’s View on Today’s Economy: Out of the Fire and Into the Frying Pan

Job recoveries from financial crises are traditionally slow. Poor credit markets and government policies continue to hamper small business and consumer spending, calling into question whether we’re about to emerge from recession. Worse, once we do, bond investors might be in for an unpleasant surprise.

0 comment Read Full Article

Can Commodities Hedge Inflation?

If you’re a fiduciary worried about potential liability, be warned. Commodities trading remains speculative and may not be appropriate for unsophisticated investors – no matter what the TV tells them.

0 comment Read Full Article

Can Currency ETFs Help Your Portfolio?

The wildness of the equity markets and the uncertainty of our economic environment appears to be opening the eyes of the typical fiduciary to more exotic investments. The practical implication may mean greater potential liability.

0 comment Read Full Article

FiduciaryNews.com is sponsored by…

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.