FiduciaryNews

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  • Christopher Carosa, CTFA posted an update in the group Fees 1 year, 11 months ago

    Why a Fee Disclosure? – It’s just not working. In fact, does it have any meaning at all, other than to confuse plan participants? It’s one thing to place the burden of discerning the value of fees on the plan sponsor for, after all, that is their fiduciary duty. But why bring the plan participant in it? It’s not like they can do anything about…[Read more]

  • Christopher Carosa, CTFA posted an update in the group Fees 1 year, 11 months ago

    When it comes to retirement plans, what is more important than fees? – As David Huntley, co-editor of the 401k Averages Book explains in the attached article, fees are the be-all and end-all when it comes to value. The DOL apparently shares this opinion. In your mind, what’s more important than fees?

    [Read more]

  • Christopher Carosa, CTFA posted an update in the group Fees 1 year, 11 months ago

    What’s the best way to improve 401k participant fee disclosure? – While it may be correct that it does more harm than good, it’s not going away. Our only hope is to make it better.How do you see that happening? Is there something more important than fees to disclose to 401k plan participants?

    [Read more]

  • Christopher Carosa, CTFA posted an update in the group Fees 2 years, 1 month ago

    What’s the best way to improve 401k participant fee disclosure? While it may be correct that it does more harm than good, it’s not going away. Our only hope is to make it better.How do you see that happening? Is there something more important than fees to disclose to 401k plan participants?

    [Read more]

  • Christopher Carosa, CTFA posted an update in the group Fees 2 years, 1 month ago

    When it comes to retirement plans, what is more important than fees? As David Huntley, co-editor of the 401k Averages Book explains in the attached article, fees are the be-all and end-all when it comes to value. The DOL apparently shares this opinion. In your mind, what’s more important than fees?

    [Read more]

  • Christopher Carosa, CTFA posted an update in the group Fees 2 years, 1 month ago

    Why a Fee Disclosure? It’s just not working. In fact, does it have any meaning at all, other than to confuse plan participants? It’s one thing to place the burden of discerning the value of fees on the plan sponsor for, after all, that is their fiduciary duty. But why bring the plan participant in it? It’s not like they can do anything about it.
    < …

    [Read more]

  • Christopher Carosa, CTFA posted an update in the group Fees 2 years, 1 month ago

    How do you solve a problem like revenue sharing? Should revenue sharing stay or should it go? It’s the cousin of the infamous 12b-1, long out of favor and now a target of the SEC. Is there really any difference between revenue sharing or 12b-1? And, if not, then why shouldn’t they be treated the same?

    [Read more]

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