Browse: Home /
court ruling
By Christopher Carosa, CTFA | December 8, 2014
Staying ahead of the tax collector, fiduciary why not? and Safety Last.
Read the full story...
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
By Christopher Carosa, CTFA | December 1, 2014
Dumbest idea ever, fiduciary war! and investing truth.
Read the full story...
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
By Christopher Carosa, CTFA | November 17, 2014
Longevity mania, Zeno’s Fiduciary Paradox, and why fee disclosure doesn’t work (for the umpteenth time.
Read the full story...
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
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.
Read the full story...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