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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/20/15

By Christopher Carosa, CTFA | February 23, 2015

Public pension SNAFU, fiduciary change of venue, and the revenge of the investor.

Posted in Trending Topics | Tagged 401k, Annuity, baby boomer, Brian Hamburger, court ruling, debt, DOL, fiduciary, Fiduciary Duty, Fiduciary Rule, Fiduciary Standard, hedge fund, IRA, Mary Jo White, Pension Obligation Bond, Phased Retirement, public pension, retirement, robo-advisor, SEC, Social Security, target date fund, tax | Leave a response

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/23/15

By Christopher Carosa, CTFA | January 26, 2015

Unexpected silence, a leaked memo, and crazy investing ideas.

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Posted in Trending Topics | Tagged 401k, broker, court ruling, DOL, fiduciary, Fiduciary Rule, IRA, IRS, match, MyRA, oil, Orin Hatch, pension, plan sponsor, retirement, Rollover, Roth, Social Security, target date fund | Leave a response

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/16/15

By Christopher Carosa, CTFA | January 20, 2015

It’s IRA Time, fiduciary ins and outs and the importance of conflicts-of-interest.

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Posted in Trending Topics | Tagged 401k, 403b, Annuity, court ruling, DOL, ERISA, Fiduciary Rule, IRA, IRS, Millennial, Mutual Fund Expense Ratio, Public Employee Pension Plan, retirement, Roth, Savings, SEC, Social Security, target date fund | Leave a response

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.

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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

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/26/14

By Christopher Carosa, CTFA | December 29, 2014

The Coming Thing, the problem with money and typical signs of an overbought market.

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Posted in Trending Topics | Tagged 401k, 401k loan, court ruling, DOL, ERISA, fiduciary, investing, investment policy statement, IRA, IRS, lump-sum, nest egg, pension, retirement, retirement income, SAVE Act, saving, SEC, Social Security, Supreme Court, Tibble v. Edison | Leave a response

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/19/14

By Christopher Carosa, CTFA | December 22, 2014

Washington musical chairs, annuities and fiduciary liability, and investment mumbo jumbo.

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Posted in Trending Topics | Tagged 401k, Annuity, company stock, court ruling, CROmnibus, DOL, ERISA, fiduciary, Fiduciary Duty, Fiduciary Rule, FSI, Haddock v. Nationwide, income, IRA, Lockheed Martin, Orin Hatch, pension, retirement, revenue sharing, SEC, Social Security, solicitor's fee, stock drop, target date fund, TDF | Leave a response

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/5/14

By Christopher Carosa, CTFA | December 8, 2014

Staying ahead of the tax collector, fiduciary why not? and Safety Last.

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Posted in Trending Topics | Tagged 401k, annual contribution limits, Annuity, benchmarking, court ruling, Fiduciary Standard, HSA, Illinois, income, IRA, pension, plan sponsor, RadioShack, retirement, Retirement Readiness, Rollover, self-directed, Social Security, Supreme Court, tax, Tibble v. Edison | Leave a response

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/28/14

By Christopher Carosa, CTFA | December 1, 2014

Dumbest idea ever, fiduciary war! and investing truth.

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Posted in Trending Topics | Tagged 401k fiduciary, Annuity, court ruling, DOL, ERISA, ETF, Fidelity Bond, Fiduciary Rule, Fiduciary Standard, Grabek et al v Northrop Grumman, IRA, longevity, Millennial, overdiversificaton, pension, retirement, Schlichter, SEC, target date fund, TDF | Leave a response

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/21/14

By Christopher Carosa, CTFA | November 24, 2014

IRA crackdown, fiduciary put down and investment run down.

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Posted in Trending Topics | Tagged 401k, Ayres, baby boomer, Bob Veres, communications, court ruling, ERISA, ESOP, ETF, fiduciary, IRA, IRS, loan, Millennial, QLAC, retirement, Romney-Sized IRA, Roth, Social Security, target date fund | Leave a response

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/14/14

By Christopher Carosa, CTFA | November 17, 2014

Longevity mania, Zeno’s Fiduciary Paradox, and why fee disclosure doesn’t work (for the umpteenth time.

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Posted in Trending Topics | Tagged 3(21), 401k, court ruling, Detroit, disclosure, DOL, ERISA, Fiduciary Rule, Fiduciary Standard, Hatch, income, IRA, IRS, loans, longevity, Mary Jo White, pension, retirement, risk tolerance, Roth, SEC, self-directed, SIFMA, Social Security, Supreme Court, Tussey v ABB | Leave a response

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