By Christopher Carosa, CTFA | January 13, 2015
It’s not the operating costs, it’s the shareholder fees. They’ll get you every time.
Read the full story...
Posted in Fees | Tagged 408(b)(2), Clemens Sialm, D. Bruce Johnsen, DOL, Fiduciary Duty, fiduciary liabilty, Jonathan Reuter
By Christopher Carosa, CTFA | September 3, 2014
We can do these things right now and more people will be able to save for retirement.
Read the full story...
Posted in Compliance | Tagged 401k, 408(b)(2), Ben Hodge, Colin Fitzpatrick Smith, DOL, ERISA, Fee Disclosure Rule, Fiduciary Rule, H. Grant Perry, IRS, MEP, Phil Chiricotti, revenue sharing, Robert Kaplan, William Peartree
By Christopher Carosa, CTFA | August 19, 2014
“ERISA needs a statutory fix… or [we need] a DOL that employers can trust.”
Read the full story...
Posted in Interviews | Tagged 408(b)(2), ABB, Bruce Ashton, court ruling, DOL, ERISA, Fidelity, fiduciary, Fiduciary Rule, Fiduciary Standard, Phil Chiricotti
By Christopher Carosa, CTFA | August 4, 2014
Form 5500 facts, fiduciary friends fight foes and Investment foibles.
Read the full story...
Posted in Trending Topics | Tagged 401k, 408(b)(2), Annuity, bond fund, DOL, Fiduciary Rule, Fiduciary Standard, Form 5500, IRA, lump-sum, money market rule, pension, retirement, robo-advisor, saving, Social Security, target date fund, trust and estate
By Christopher Carosa, CTFA | June 16, 2014
Government butting in, Fonz as Fiduciary and the clash of the investing theory titans.
Read the full story...
Posted in Trending Topics | Tagged 401k, 408(b)(2), Annuity, auto-enrollment, court ruling, disclosure, ERISA, fee, fiduciary, Fiduciary Rule, Fiduciary Standard, Galvin, Goal-Oriented Target, Inherited IRA, IRA, retirement, risk, Rubio, Savings, volatility
By Christopher Carosa, CTFA | May 27, 2014
Flyover America Acts, SEC babbles and How to Get Better Investment Returns.
Read the full story...
Posted in Trending Topics | Tagged 401k, 408(b)(2), auto-enrollment, Child IRA, Christie, court ruling, Detroit, DOL, fiduciary, Fiduciary Rule, Fiduciary Standard, IRA, retirement, Retirement Readiness, Ric Edelman, Rubio, SEC, target date fund, Tussey v ABB
By Christopher Carosa, CTFA | May 19, 2014
When Will Washington Ever Learn? Fees, Glorious Fees! and I Believe in Target Date.
Read the full story...
Posted in Trending Topics | Tagged 408(b)(2), DOL, ERISA, fiduciary, Fiduciary Rule, IRA Rollover, retirement, risk tolerance, Rubio, target date fund, The Institute for the Fiduciary Standard
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