By Christopher Carosa, CTFA | May 14, 2012
Meddling politicians, the infantile Fiduciary debate, a DOL surprise and a totally backwards approach to giving investment advice – what more can you ask for?
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Posted in Trending Topics | Tagged 401k, 408(b)(2), Annuity, Congress, DOL, ETF, Fee Disclosure Rule, Fiduciary Standard, PBGC, pension, Proxy, retirement, target date fund
By Christopher Carosa, CTFA | May 7, 2012
The DOL plans to turn up the heat, states look for alternatives to pensions, politicians spout lobbyist talking points, and is the end near for revenue sharing?
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Posted in Trending Topics | Tagged Annuity, ASSPA, Congress, DOL, ETF, Fee Disclosure Rule, Fiduciary Rule, Fiduciary Standard, index fund, pension, revenue sharing, SIFMA
By Christopher Carosa, CTFA | April 30, 2012
States and Feds go in opposite directions on retirement, the fiduciary debate gets hotter and more strangeness in the world of investments.
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Posted in Trending Topics | Tagged 401k, AdvisorOne-fi360 Survey, Cardin, Congress, Fiduciary Standard, Portman, Virginia Hybrid Retirement Plan
By Christopher Carosa, CTFA | April 23, 2012
Retirees dodge a Washington Bullet, the fiduciary debate heats up, a look into the future with future disclosure and the beginning of the end of Modern Portfolio Theory?
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Posted in Trending Topics | Tagged Asset Allocation, Congress, court ruling, Fee Disclosure, Fiduciary Standard, IRA, Modern Portfolio Theory, pension, public pension, retirement, tax, Tussey v ABB
By Christopher Carosa, CTFA | March 5, 2012
Politicians want to milk the 401k cash cow, the DOL catches the industry with its pants down and just who does really benefit from the new Fee Disclosure Rule?
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Posted in Trending Topics | Tagged Annuity, Congress, court ruling, DOL, Fee Disclosure Rule, Fiduciary Standard, FSI, IRA, pension, target date fund, tax
By Christopher Carosa, CTFA | February 21, 2012
Washington attacks 401k plans as states move to convert DB plans to DC plans, fiduciary advocates take off the gloves, annuities replace TDFs as favorite whipping boy and more.
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Posted in Trending Topics | Tagged Annuity, Congress, cost of 401k, cutting pension, DB, disqualified person, DOL, fee, Fee Disclosure, fiduciary, Fiduciary Standard, financial literacy, freeze DB, IRA, pension, Presidential Budget, proxy voting, retirement, State Pension Conversion, target date fund, tax
By Christopher Carosa, CTFA | December 19, 2011
The battle of public pensions begins with an attack on the 401k as the 401k industry digs in its heels against the DOL Fiduciary Rule while many anticipate sticker shock from the looming Fee Disclosure Rule.
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Posted in Trending Topics | Tagged 401k, 403b, 408(b)(2), Annuity, benchmarking, bundled providers, Business Model Neutral, California, Congress, day trading, Deloitte, DiNapoli, DOL, ETF, Fee Disclosure Rule, fiduciary, Fiduciary Rule, Fiduciary Standard, Guaranteed-Income, Illinois, John Taft, Low-Income Workers, New York, pension, public pension, Reish, SEC, Shapiro, SIFMA, target date fund, Tom Gonnella
By Christopher Carosa, CTFA | December 13, 2011
In a Season of Traditions we proudly begin a new tradition, one in keeping with our mission to celebrate fiduciary (with a dash of mirth).
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Posted in Opinion | Tagged 401k match, Barney Frank, Bob Clark, bundled providers, Congress, DOL, Fee Disclosure Rule, Fiduciary Standard, Mary Shapiro, Phyllis Borzi, SEC, Ted Benna
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/17/13
By Christopher Carosa, CTFA | May 20, 2013
Post IRS, can DC be trusted with Fiduciary? Meanwhile, pop culture tries to define Fiduciary as there appears to be something strange brewing in the markets.
Read the full story...Posted in Trending Topics | Tagged 401k, 401k loan, Active ETF, Australia, Bond Bubble, boomer, Congress, court ruling, DOL, ERISA, ETF, fiduciary, index fund, interst rates, IRA, IRS, milennial, pension, Phyllis Borzi, plan sponsor, retirement, retirement income, Safe Harbor, SEC, Star Trek, target date fund, volatility | Leave a response