Pension Protection Act of 2006

Study Shocker: 9 of 10 401k Plans Exposed to Increased Conflict-of-Interest Risk

By Christopher Carosa, CTFA | November 29, 2011

Worse, “all-in” might not be all it’s meant to be, possibly invalidating other results from the same survey. Here’s why.

Read the full story...

Posted in Conflicts of Interest | Tagged All-In, fee, Fee Disclosure Rule, ICI, ICI 2011 Fee Study, investment option, Pension Protection Act of 2006 | Leave a response

Target Date Funds: DOA or Just a False Start?

By Christopher Carosa, CTFA | September 16, 2010

The race is on between finding an adequate solution for TDFs and one sudden market cataclysm that spurs a slew of fiduciary liability lawsuits.

Read the full story...

Posted in Due Diligence | Tagged DOL, Pension Protection Act of 2006, target date fund | Leave a response

What Every 401k Fiduciary Should Know About Target Date Funds

By Christopher Carosa, CTFA | September 15, 2010

While one might ask why it took this product 50 years to become popular, a better question might be why had the product failed to spark much interest during those decades.

Read the full story...

Posted in Due Diligence | Tagged DOL, fi360, fiduciary, liability, Pension Protection Act of 2006, target date fund | Leave a response

Readers Select Top Fiduciary Stories of 2009: #8 The Fall of Target Date Funds

By Christopher Carosa, CTFA | January 14, 2010

2009 exposed a much deeper problem with Target Date Funds. Pitched as the be-all-and-end-all to 401k investors, these funds fell flat on their collective face as 2008’s down market exposed them as more sizzle than steak. Washington might help, but a knee-jerk reaction to 2008 is not a good solution at all.

Read the full story...

Posted in Due Diligence | Tagged 401k, automatic enrollment, CFPR, Congress, defined contribution, Department of Labor, DOL, fiduciary, FiduciaryNews, glidepath, Investment News, Pension Protection Act of 2006, plan sponsor, Plan Sponsor Magazine, PPA, QDIA, qualified default investmenta alternative, Roger Wohlner, shareholder, target date, target date fund, TDF, U S News, USNews, Wall Street Journal, Washington, Washington DC, Wohlner | 1 Response

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.

Pension Protection Act of 2006

Study Shocker: 9 of 10 401k Plans Exposed to Increased Conflict-of-Interest Risk

Target Date Funds: DOA or Just a False Start?

What Every 401k Fiduciary Should Know About Target Date Funds

Recommended Reading

Tags

Categories

Search

Disclaimer