Browse: Home /
passive-active
By Christopher Carosa, CTFA | September 3, 2013
It’s Big Guv vs. Big Guv on bankrupt cities’ public employee pensions, real fiduciary split interests and time for active investing to shine?
Read the full story...
Posted in Trending Topics | Tagged 401k, 408(b)(2), Calpers, CFP, court ruling, DOL, equalization, ERISA, fiduciary, FINRA, interest rate, menu option, municipal bankruptcy, NAPFA, passive-active, pension, retirement, Retirement Readiness, risk tolerance, San Bernadino, saving, Savings Cap, SEC, Social Security, Stockton, suitability standard, T. Rowe Price, target date fund, TDFs, USEC
By Christopher Carosa, CTFA | June 24, 2013
Washington does its best to stymie the fiduciary standard while the free markets say otherwise and big pensions move to “all-index” in time to catch annual summer swoon.
Read the full story...
Posted in Trending Topics | Tagged 401k, Borzi, Calpers, Dodd-Frank, DOL, Fiduciary Rule, Fiduciary Standard, Index, investment menu, Overdiversification, passive-active, retirement, target date fund, Trone
By Christopher Carosa, CTFA | June 3, 2013
The week reveals the sometimes uncomfortable truth about fees, fiduciary and fixed income.
Read the full story...
Posted in Trending Topics | Tagged 401k, 403b, Annuity, auto-enrollment, balanced funds, Bond, DB plan, DC plan, DOL, EBSA, Fiduciary Standard, IRA, LIMRA, Modern Portfolio Theory, passive-active, retirement, SEC
By Christopher Carosa, CTFA | March 25, 2013
Washington talks of scrambling nest eggs, DOL smacks poor fiduciaries and silly season for investments.
Read the full story...
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 | January 14, 2013
403(b) ills, a fiduciary stew and the return of investment performance.
Read the full story...
Posted in Trending Topics | Tagged 401k, 403b, brokerage window, DOL, Dual Registration, fiduciary, Fiduciary Standard, FINRA, Fred Reish, investment performance, IRA, IRS, mutual fund, nonprofit, passive-active, ROTH 401k, tax
By Christopher Carosa, CTFA | July 3, 2012
Any talk of mutual fund expense ratios only diverts attention away from the true issue at hand – what are the true costs of those non-mutual fund products that make up nearly half of all 401k investments?
Read the full story...
Posted in Fees | Tagged 12b-1, 401k, Carhartt, David Abbey, DOL, expense ratio, Fee Disclosure Rule, fiduciary, ICI, load, mutual fund, passive-active
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/27/13
By Christopher Carosa, CTFA | September 30, 2013
End near for pensions? Changing Fiduciary Duties and Ignoring Academic Investment Advice.
Read the full story...Posted in Trending Topics | Tagged 401k, 408(b)(2), annuities, Detroit, DOL, Estate Planning, fiduciary, Fiduciary Rule, Gen X, High Net Worth Retiree Needs, MEPs, passive-active, pension, Phyllis C. Borzi, Reg D, retirement, Social Media, Social Security, target date fund | Leave a response