By Christopher Carosa, CTFA | April 29, 2013
PBS’ Frontline Retirement Gamble fallout, falling fees, and soon to be falling bonds prices.
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Posted in Trending Topics | Tagged 401k, Bond, court ruling, ERISA, fee, fiduciary, Fiduciary Duty, Fiduciary Standard, Frontline, IRA, mutual fund, PBS, pension, retirement, Retirement Cap, Retirement Gamble, self-dealing
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 | March 18, 2013
Washington gridlock may save the 401k, bad news for some fiduciaries and an academic shows a certain lack of field experience.
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Posted in Trending Topics | Tagged 12b-1, 401k, active, Defined Benefit Plans, fiduciary, Fiduciary Standard, IBM, Illinois, Mary Jo White, passive, pension, saving, SEC, Social Security, target date fund
By Christopher Carosa, CTFA | February 11, 2013
Americans to Gov: Don’t Tread on My 401k; Americans to Big Finance: Don’t Tread on My 401k; Americans to Markets: What, me worry?
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Posted in Trending Topics | Tagged 401k, commdity, Fidelity, fiduciary, fiduciary lawsuit, Fiduciary Standard, Florida state pension, IRA, pension, Plan Sponsor Magazine, prohibited transaction, retirement, Rollover, ROTH 401k, saving, self-dealing, stock drop, Suze Orman, trustee
By Christopher Carosa, CTFA | February 4, 2013
Borzi’s rise, crying brokers & the coming Fiduciary battle
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Posted in Trending Topics | Tagged 12b-1, 401k, 401k loan, ASPPA, Borzi, commission, DOL, ERISA, ESOP, fee, Fiduciary Standard, FSI, Gen X, Gen Y, IOSCO Report, IRA, MEP, Morningstar, pension, retirement, ROTH 401k, SEC, SRO
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/3/13
By Christopher Carosa, CTFA | May 6, 2013
A rising market leads to sunshine, happiness and the comforting feeling that everything will be all right. Read this if you’re not fooled into complacency.
Read the full story...Posted in Trending Topics | Tagged 401k, Alan Reid, behavioral economics, benchmarking, DOL, fee, fiduciary, Fiduciary Rule, Frontline, Harry Markowitz, indexing, IRA, Jay Leno, Martin Smith, MPT, pension, Phyllis Borzi, retirement, tax, William Sharpe | Leave a response