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2006 Pension Protection Act
2006 Pension Protection Act
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 | December 4, 2012
Do the answers 401k investors seek lie in its past?
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Posted in Due Diligence | Tagged 2006 Pension Protection Act, 401k, Jason Zweig, Lipper, Managed Portfolio, Modern Portfolio Theory, Morningstar, mutual fund, One Portfolio, pension, profit sharing, Scott Holsopple, Style Box, Timothy G. Parker
By Christopher Carosa, CTFA | October 23, 2012
We can all learn from our own mistakes, but it’s a lot less costly to learn from the mistakes of others.
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Posted in Education | Tagged 2006 Pension Protection Act, 401k, Alan Moore, beat the market, chasing performance, Christopher Kimball, Craig Lemoine, Dalbar, Damian Rothermel, Douglas Nelson, Elle Kaplan, ERISA, Hilary Martin, Jason Hull, John Graves, Kevin Cahill, Market Timing, Mitchell Kauffman, play it safe, Robert Kowaleski, Robert Reidl, Tony Fiorillo
By Christopher Carosa, CTFA | May 31, 2012
Will 401k plan sponsors find themselves in the same sorry position as the unfortunate bartender who served one too many drinks?
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Posted in Education | Tagged 2006 Pension Protection Act, 401k, Annuity, Charles Scott, Courtenay Shipley, fiduciary, Hilary Martin, liability, Mathew Goldberg, Nick Richtsmeier, Rich Winer, Roger Wohlner, Timothy Yee
By Christopher Carosa, CTFA | May 29, 2012
A government 401k policy that actually worked, one that won’t work, another that will work and several 401k ideas that will never work.
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Posted in Trending Topics | Tagged 2006 Pension Protection Act, 401k, auto-enrollment, court ruling, Fee Disclosure Rule, Fiduciary Standard, index fund, IRA, retirement, Savings, Target Date Funds
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/9/15
By Christopher Carosa, CTFA | January 12, 2015
Defining insanity, Fiduciary kiss of death? and muddled fee disclosure.
Read the full story...Posted in Trending Topics | Tagged 2006 Pension Protection Act, 401k, 401k loan, 408(b)(2), active management, Amara, Annuity, Boeing, Bogle, Canada, court ruling, DOL, Edison, ERISA, excessive fee, fee disclosure guide, Fee Disclosure Rule, Fiduciary Rule, FINRA, Gen X, HSA, Illinois, IRA, IRS, Merriman, MyRA, pension, RadioShack, retirement, Retirement Crisis, Rollover, Roth, saving, SEC, Spano, Target, Tibble, Wrap Account | Leave a response