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By Christopher Carosa, CTFA | November 25, 2013
Fiduciary Fram, a Turkey Call and “Empty Carbs or Vital Protein”?
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Posted in Trending Topics | Tagged 401k, Annuity, court ruling, DOL, ETF, Fama, fiduciary, Fiduciary Duty, glidepath, menu option, pension, Prudence, retirement, RIA, ROTH 401k, SEC, Shiller, stock drop, target date fund, Uniform Fiduciary Standard
By Christopher Carosa, CTFA | November 11, 2013
Pension confusion, more fiduciary questions and fee-caps for 401k?
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Posted in Trending Topics | Tagged 401k, active, auto-enrollment, behavioral finance, court ruling, DOL, fee, fiduciary, Fiduciary Standard, GAO, Index, IRA Rollover, MassMutual, pension, retirement, Retirement Plan Fee Cap, saving, SIFMA, Tax Reform, withdrawal
By Christopher Carosa, CTFA | October 14, 2013
Gov Wants Your Retirement, Spirit of Fiduciary and are plan sponsors too patronizing when it comes to investments?
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Posted in Trending Topics | Tagged 401k, 403b, Charles Ellis, court ruling, do-it-yourself, DOL, ETF, fiduciary, Fiduciary Rule, Fiduciary Standard, IRA, MEP, pension, pension reform, retirement, SEC, target date fund, Time Diversification, Vanguard
By Christopher Carosa, CTFA | October 7, 2013
Gov problems not related to “shutdown,” SEC to water down Fiduciary Standard? and more investment follies
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Posted in Trending Topics | Tagged 401k, annuities, Annuity, behavioral finance, benchmark, Calpers, Chicago pension, court ruling, DOL, EBSA, fee, Fiduciary Rule, Fiduciary Standard, High net Worth, indexing, International Paper, IRA, retirement, SEC, small business, target date fund
By Christopher Carosa, CTFA | September 3, 2013
It’s Big Guv vs. Big Guv on bankrupt cities’ public employee pensions, real fiduciary split interests and time for active investing to shine?
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Posted in Trending Topics | Tagged 401k, 408(b)(2), Calpers, CFP, court ruling, DOL, equalization, ERISA, fiduciary, FINRA, interest rate, menu option, municipal bankruptcy, NAPFA, passive-active, pension, retirement, Retirement Readiness, risk tolerance, San Bernadino, saving, Savings Cap, SEC, Social Security, Stockton, suitability standard, T. Rowe Price, target date fund, TDFs, USEC
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/22/13
By Christopher Carosa, CTFA | November 25, 2013
Fiduciary Fram, a Turkey Call and “Empty Carbs or Vital Protein”?
Read the full story...Posted in Trending Topics | Tagged 401k, Annuity, court ruling, DOL, ETF, Fama, fiduciary, Fiduciary Duty, glidepath, menu option, pension, Prudence, retirement, RIA, ROTH 401k, SEC, Shiller, stock drop, target date fund, Uniform Fiduciary Standard | Leave a response