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behavioral economics
By Christopher Carosa, CTFA | October 29, 2012
Avoiding a DOL audit, the politics of fiduciary and more fun with behavioral economics.
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Posted in Trending Topics | Tagged 401k, behavioral economics, behavioral finance, DOL Audit, fiduciary, Fiduciary Rule, Fiduciary Standard, Mary Shapiro, retirement, saving, SEC
By Christopher Carosa, CTFA | July 17, 2012
While matching does provide a modest incentive, there are cheaper and more effective ways to get employees to save more in their 401k plans.
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Posted in Education | Tagged 401k, behavioral economics, Brigitte Madrian, participation, retirement, Savings
By Christopher Carosa, CTFA | October 24, 2011
The pendulum again swings in favor of the fiduciary standard as the DOL threatens to come after service providers regarding questionable fees. In the meantime, the battle between Modern Portfolio Theory and Behavioral-based solutions gets hotter.
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Posted in Trending Topics | Tagged behavioral economics, Benartzi, court ruling, DOL, ERISA, fee, Fiduciary Duty, Fiduciary Rule, Fiduciary Standard, investment option, IRS, Matching, risk, salary deferral, SEC, target date fund
By Joseph LoMando | October 4, 2011
Sign, sign, everywhere a sign. Here’s a study showing why segregation is a bad thing even when it comes to portfolio reporting.
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Posted in Education | Tagged 401k, absolute magnitude effect, aggregate reporting, behavioral economics, behavioral finance, Cass Sunstein, disposition effect, Fiduciary Solutions, financial literacy, investment volatility, liability, Myopic Loss Aversion, narrow framing, Nudge, performance reporting, Richard Thaler, risk-averse, segregated reporting, status quo bias
By Christopher Carosa, CTFA | September 27, 2011
New research suggests a better way to communicate critical investment information.
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Posted in Due Diligence | Tagged academic research, Bateman, behavior, behavioral economics, behavioral finance, Benartzi, Fiduciary Solutions, framing, graph, Thaler
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/3/13
By Christopher Carosa, CTFA | May 6, 2013
A rising market leads to sunshine, happiness and the comforting feeling that everything will be all right. Read this if you’re not fooled into complacency.
Read the full story...Posted in Trending Topics | Tagged 401k, Alan Reid, behavioral economics, benchmarking, DOL, fee, fiduciary, Fiduciary Rule, Frontline, Harry Markowitz, indexing, IRA, Jay Leno, Martin Smith, MPT, pension, Phyllis Borzi, retirement, tax, William Sharpe | Leave a response