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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 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 22, 2013
Industry slams Obama Retirement Tax Plan, the coming Fiduciary Showdown and back to the old normal regarding investments.
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Posted in Trending Topics | Tagged 401k, 401k loan, 403b, advisor, cash balance, DOL, ERISA, Fiduciary Rule, Fiduciary Standard, GAO, growth, IRA, retirement, ROTH 401k, SEC, tax, value
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
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