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Fee Disclosure
By Christopher Carosa, CTFA | March 11, 2013
Tax reform to take bite of 401ks? Can SEC draw fire from both sides? What is ‘Plan B’ for fees?
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Posted in Trending Topics | Tagged 12b-1, 401k, auto-enrollment, DOL, Fee Disclosure, Fiduciary Rule, Fiduciary Standard, investment performance, IRA, IRA Rollover, Savings, SEC, taxes
By Christopher Carosa, CTFA | March 4, 2013
Tax your retirement plan? 12b-1 fees don’t work? SEC opens Fiduciary Standard cost comment period? and more!
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Posted in Trending Topics | Tagged 12b-1, 401k, court ruling, DOL, Fee Disclosure, fiduciary, Fiduciary Duty, Fiduciary Standard, Investment-Advice, IRA, liability, Multi-Employer Plan, retirement, SEC, SEP-IRA, Solo 401k, tax
By Christopher Carosa, CTFA | November 12, 2012
The unfortunate truth behind why traditional pensions failed, why Bogle might be hurting the fiduciary cause and why fee disclosure hasn’t worked.
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Posted in Trending Topics | Tagged 401k, Bogle, court ruling, election, ERISA, Fee Disclosure, fiduciary, Fiduciary Duty, Fiduciary Standard, pension, retirement
By Christopher Carosa, CTFA | October 15, 2012
Why are we still considering pensions, What ever happened to the Fiduciary Standard and What hath Fee Disclosure wrought?
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Posted in Trending Topics | Tagged 401k, active, Compliance Review, contribution, debt, DOL, expense ratio, Fee Disclosure, Fiduciary Rule, Fiduciary Standard, Index, pension, principal trading rule, retirement, saving, SEC
By Christopher Carosa, CTFA | September 4, 2012
Eastwooding 401k fee disclosure, the folly of fiduciary harmonization and “Why are we still talking about investments?”
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Posted in Trending Topics | Tagged 401k, Asset Allocation, audit, Designated Investment Alternative, DIA, DOL, Fee Disclosure, fiduciary, Fiduciary Rule, Fiduciary Standard, Harmonization, Participant Statement, pension, retirement, Ron Rhoades, Savings, SEC
By Christopher Carosa, CTFA | August 20, 2012
Will coming pension crisis rival S&L crisis? Will market decide fiduciary standard? Why you can’t rely on mass media for 401k fee info and more…
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Posted in Trending Topics | Tagged Fee Disclosure, Fiduciary Standard, index fund, model portfolio, pension, target date fund
By Christopher Carosa, CTFA | April 23, 2012
Retirees dodge a Washington Bullet, the fiduciary debate heats up, a look into the future with future disclosure and the beginning of the end of Modern Portfolio Theory?
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Posted in Trending Topics | Tagged Asset Allocation, Congress, court ruling, Fee Disclosure, Fiduciary Standard, IRA, Modern Portfolio Theory, pension, public pension, retirement, tax, Tussey v ABB
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/8/13
By Christopher Carosa, CTFA | March 11, 2013
Tax reform to take bite of 401ks? Can SEC draw fire from both sides? What is ‘Plan B’ for fees?
Read the full story...Posted in Trending Topics | Tagged 12b-1, 401k, auto-enrollment, DOL, Fee Disclosure, Fiduciary Rule, Fiduciary Standard, investment performance, IRA, IRA Rollover, Savings, SEC, taxes | Leave a response