By Christopher Carosa, CTFA | March 20, 2012
What worked in the past might mislead today. Worse, it might not include everything it needs to include. Find out what’s still useful, what isn’t and what needs to be added.
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Posted in Education | Tagged CFA, CFP, fi360, Fiduciary Solutions, investment policy statement, IPS, return objective, risk
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 | December 6, 2011
Are the purported lower fees of bundling real, or are they a figment of some marketing department’s imagination? Worse, are bundled services really a fiduciary trap?
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Posted in Fees | Tagged 401k, BrightScope, bundled providers, Chuck Miller, Cogent Study, conflict of interest, Craig Freedman, fiduciary, Fiduciary Solutions, liability, Michael Spraul, Mike Alfred, one-stop-shopping, Sarah Simoneaux
By Christopher Carosa, CTFA | October 11, 2011
The ICI comes out with a study that makes it look easy, but what’s the catch?
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Posted in Fees | Tagged 401k, Fee Disclosure, Fiduciary Solutions, ICI, Investment Company Institute
