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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/22/13

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/22/13

By Christopher Carosa, CTFA | March 25, 2013

Washington talks of scrambling nest eggs, DOL smacks poor fiduciaries and silly season for investments.

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Posted in Trending Topics | Tagged 12b-1, 401k, 401k loan, Bond, Calpers, court ruling, Detroit Pension, DOL, fiduciary, Fiduciary Rule, Fiduciary Standard, Ford, Harold Evensky, index fund, Kansas, passive-active, pension, retirement, SEAL, SEC | Leave a response

Due Diligence has New Vanguard “Low-Cost” Product Opening to Mixed Reviews

Due Diligence has New Vanguard “Low-Cost” Product Opening to Mixed Reviews

By Christopher Carosa, CTFA | February 7, 2012

Lesson: Always read the fine print. If it’s too good to be true, it usually is.

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Posted in Due Diligence | Tagged Ascensus, broker sold, bundled providers, direct buy, Fiduciary Standard, Harold Evensky, Jan Sackley, John Bogle, Jonathan Leidy, Jonathan Reuter, Linda Wolohan, Michele Suriano, revenue sharing, Ron Rhoades, Vanguard | 3 Responses

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