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By Christopher Carosa, CTFA | August 11, 2014
Why don’t retirement policy makers get it? The advent of “Fiduciary 2.0″? and Why all the sudden questions about investment orthodoxy?
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Posted in Trending Topics | Tagged 401k, Annuity, court ruling, Fiduciary Duty, Fiduciary Standard, investing, IRA, passive-active, pension, re-enrollment, retirement, Retirement Readiness, ROTH IRA, saving, Social Security
By Christopher Carosa, CTFA | March 4, 2014
Can a Swiss Cheese argument add any value to solving important issues that really exist?
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Posted in Fees | Tagged Ary Rosenbaum, Brooks Herman, default, DOL, fiduciary, Greg Carpenter, Ian Ayres, Kathleen McBride, Marcia Wagner, naive diversification, nevin adams, passive-active, QDIA, Quinn Curtis, Ron Rhoades
By Christopher Carosa, CTFA | February 10, 2014
DOL gets tough, Fiduciary Gridlock a blessing? and Good Investment advice.
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Posted in Trending Topics | Tagged 401k, AOL, Bond, Detroit, DOL, ERISA, fiduciary, Fiduciary Standard, Index, investment policy statement, IRA, menu option, MEP, MyRA, passive-active, Richard Reyes, SEC, target date fund
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?
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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
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/12/14
By Christopher Carosa, CTFA | December 15, 2014
Fiduciary showdown, sneaky fees, and an investment “oops!”
Read the full story...Posted in Trending Topics | Tagged 401k, Annuity, DOL, Edison, fiduciary, IRA, IRS, passive-active, Required Minimum Distribution, retirement, revenue sharing, RMD, Rollover, SEC, SIFMA, Social Security, Tibble | Leave a response