Browse: Home /
court ruling
By Christopher Carosa, CTFA | July 28, 2014
It’s Washington vs. Main Street regarding the best for retirement plans, and it’s Wall Street vs. Main Street regarding the best for retirement investors.
Read the full story...
Posted in Trending Topics | Tagged 401k, 403b, Annuity, behavioral finance, court ruling, Detroit, Dodd-Frank, enrollment, fiduciary, Fiduciary Rule, Fiduciary Standard, Form 5500, IRA, loan, Longevity Annuity, mutual fund, pension, retirement income, Retirement Readiness, Rollover, ROTH IRA, saving, SEC, share class, surrender fee, withdrawals
By Christopher Carosa, CTFA | July 7, 2014
Government workers ignore math, fee mongers misuse math and savvy salesmen abuse math.
Read the full story...
Posted in Trending Topics | Tagged 401k, auto-enrollment, court ruling, defined benefit, DOL, ESOP, expense ratio, fiduciary, Fiduciary Rule, Fiduciary Standard, financial literacy, IRA, IRA Rollover, John Bogle, Longevity Annuity, mutual fund, participation, pension, public pension, retirement, Roth, Savings, SEC, target date fund
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 | April 28, 2014
Compliance mess, fee hints and same old same old for investments.
Read the full story...
Posted in Trending Topics | Tagged court ruling, Derisking, DOL, Fee Disclosure Rule, Fiduciary Standard, IRA Rollover, pension, retirement, Social Security, target date
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/25/14
By Christopher Carosa, CTFA | July 28, 2014
It’s Washington vs. Main Street regarding the best for retirement plans, and it’s Wall Street vs. Main Street regarding the best for retirement investors.
Read the full story...Posted in Trending Topics | Tagged 401k, 403b, Annuity, behavioral finance, court ruling, Detroit, Dodd-Frank, enrollment, fiduciary, Fiduciary Rule, Fiduciary Standard, Form 5500, IRA, loan, Longevity Annuity, mutual fund, pension, retirement income, Retirement Readiness, Rollover, ROTH IRA, saving, SEC, share class, surrender fee, withdrawals | Leave a response