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By Christopher Carosa, CTFA | May 13, 2013
Will small businesses punt 401k plans? How Fiduciary Advocates can fight back. Coming Soon: The Revenge of the Market.
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Posted in Trending Topics | Tagged court ruling, fiduciary, Fiduciary Rule, Fiduciary Standard, Fred Reish, Frontline, growth, index fund, IRA, Modern Portfolio Theory, momentum investing, MPT, NAPFA, PBS, retirement, small business, tax, Tibble v. Edison, value
By Christopher Carosa, CTFA | May 3, 2013
As bad a some industry players are, it’s always caveat emptor. Both plan sponsors, in their role as fiduciaries, and 401k investors must assume personal responsible and be accountable for their own retirement.
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Posted in Fees | Tagged 401k, Alicia Munnell, Alison Farrin, BrightScope, Dan Egan, David Rae, Daylian Cain, disclosure, Eleanor Singer, fee, fiduciary, Fiduciary Standard, Frontlne, hidden fee, Hilary Martin, index fund, Journal of Communication, Martin Smith, Mike Alfred, PBS, plan sponsor, Profit Sharing Corporation of America, PSCA, retirement, Ryan Knutson, Savings, The Retirement Gamble, Tim Wochok, Vanguard
By Christopher Carosa, CTFA | May 2, 2013
In choosing ratings points over debate points, Smith sacrificed the logic of the straight-forward for the pyrotechnics of a religious argument, and, in doing so, lost credibility with that portion of his audience that knew better.
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Posted in Fees | Tagged 401k, 401k Averages Book, Andrew Gracan, BrightScope, Dallas Salisbury, David Huntley, David Rae, Demos, disclosure, EBRI, Elliot Orsillo, Employee Benefit Research Institute, expense ratio, fee, fiduciary, Fiduciary Standard, Frontlne, hidden fee, index fund, John Bogle, Joseph Valleta, Martin Smith, Mike Alfred, nevin adams, PBS, plan sponsor, retirement, Robert Hiltonsmith, Roger Wohlner, Ryan Knutson, Savings, Teresa Ghilarducci, The Retirement Gamble, Tim Wochok, Vanguard
By Christopher Carosa, CTFA | April 15, 2013
Do you really own your retirement money? Prohibit non-fiduciaries from using term “advisor”? More target date fund troubles?
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Posted in Trending Topics | Tagged 401k, 401k loan, expense ratio, fiduciary, Fiduciary Duty, Fiduciary Rule, Fiduciary Standard, index fund, IRA, pension, retirement, Rollover, saving, stable value, target date fund
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
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 | May 29, 2012
A government 401k policy that actually worked, one that won’t work, another that will work and several 401k ideas that will never work.
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Posted in Trending Topics | Tagged 2006 Pension Protection Act, 401k, auto-enrollment, court ruling, Fee Disclosure Rule, Fiduciary Standard, index fund, IRA, retirement, Savings, Target Date Funds
By Christopher Carosa, CTFA | May 7, 2012
The DOL plans to turn up the heat, states look for alternatives to pensions, politicians spout lobbyist talking points, and is the end near for revenue sharing?
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Posted in Trending Topics | Tagged Annuity, ASSPA, Congress, DOL, ETF, Fee Disclosure Rule, Fiduciary Rule, Fiduciary Standard, index fund, pension, revenue sharing, SIFMA
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/17/13
By Christopher Carosa, CTFA | May 20, 2013
Post IRS, can DC be trusted with Fiduciary? Meanwhile, pop culture tries to define Fiduciary as there appears to be something strange brewing in the markets.
Read the full story...Posted in Trending Topics | Tagged 401k, 401k loan, Active ETF, Australia, Bond Bubble, boomer, Congress, court ruling, DOL, ERISA, ETF, fiduciary, index fund, interst rates, IRA, IRS, milennial, pension, Phyllis Borzi, plan sponsor, retirement, retirement income, Safe Harbor, SEC, Star Trek, target date fund, volatility | Leave a response