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Fee Disclosure Rule
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
Things just got a lot tougher for plan sponsors. Here’s what expert ERISA attorneys have to say.
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Posted in Compliance | Tagged 204(h), Ary Rosenbaum, Bechtel, Caterpillar, court rulings, DOL, Fee Disclosure Rule, General Dynamics, judgment, LaRue, liability, Matthew Borror, penalty, settlement, Stephen Miller, Tibble v. Edison
By Christopher Carosa, CTFA | February 6, 2012
This was the week we were all waiting for from the DOL. What we didn’t expect was the surprise from the IRS and the bipartisan agreement from two former SEC chairmen.
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Posted in Trending Topics | Tagged 401k, 403b, Annuity, DOL, Fee Disclosure Rule, Fiduciary Duty, Fiduciary Standard, Harvey Pitt, Index Funds, IRS, Pat Burke, pension, revenue sharing, Ron Rhoades, SEC, stable value, Swensen, target date fund, TDF, Yale
By Christopher Carosa, CTFA | January 26, 2012
Want to know some real, reliable and independent sources of 401k benchmarking data? Read on.
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Posted in Education | Tagged 401k Averages Book, BrightScope, David Huntley, Fee Disclosure Rule, fi360, fiduciary, Fiduciary Solutions, Mike Alfred, Profit Sharing Council of America Annual Survey, Rich Lynch
By Christopher Carosa, CTFA | January 17, 2012
More bad news for Target Date Fund fans and fans of the Fiduciary Standard, but DOL stands firm on Fee Disclosure Rule timing.
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Posted in Trending Topics | Tagged 12b-1, 401k, 403b, Borzi, DOL, ERISA, fee, Fee Disclosure Rule, Fiduciary Rule, Fiduciary Standard, IRA, liability, pension, pension fund, SEC, SRO, target date fund, TDF
By Christopher Carosa, CTFA | January 9, 2012
The industry begins to accept the eventual fiduciary rule while rumors swirl on whether the Fee Disclosure Rule will be delayed.
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Posted in Trending Topics | Tagged 401k, DOL, Fee Disclosure Rule, fiduciary, Fiduciary Rule, Fiduciary Standard
By Christopher Carosa, CTFA | January 4, 2012
Which plan sponsors will be most impacted by 2012′s emerging regulation?
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Posted in Compliance | Tagged ASPPA, Brooks Mosley, Christopher Thomas, DOL, Elle Kaplan, Errold Moody, Fee Disclosure Rule, fiduciary, Kevin Watt, Kyle Pifher, Marc Cahn, Peter Fisher, Peter Macaluso, Richard Ohanesian, Robert Richter, SEC
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/2/12
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?
Read the full story...Posted in Trending Topics | Tagged Annuity, Congress, court ruling, DOL, Fee Disclosure Rule, Fiduciary Standard, FSI, IRA, pension, target date fund, tax | Leave a response