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 | 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 | March 4, 2013
Tax your retirement plan? 12b-1 fees don’t work? SEC opens Fiduciary Standard cost comment period? and more!
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Posted in Trending Topics | Tagged 12b-1, 401k, court ruling, DOL, Fee Disclosure, fiduciary, Fiduciary Duty, Fiduciary Standard, Investment-Advice, IRA, liability, Multi-Employer Plan, retirement, SEC, SEP-IRA, Solo 401k, tax
By Christopher Carosa, CTFA | January 14, 2013
403(b) ills, a fiduciary stew and the return of investment performance.
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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 | December 24, 2012
Coming Soon in 2013: The Great 401k Fight! Fiduciary Angst! and Death by Fees!
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Posted in Trending Topics | Tagged 401k, CFP, fee, fiduciary, Fiduciary Standard, participation, retirement, target date fund, tax
By Christopher Carosa, CTFA | December 17, 2012
More taxing threats, defining fiduciary down and the failure of fee disclosure.
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Posted in Trending Topics | Tagged 401k, Fee Disclosure Rule, Fiduciary Standard, FINRA, IRA, mutual funds, retirement, Savings, tax
By Christopher Carosa, CTFA | December 10, 2012
Black Helicopters circling your 401k and regulation: The Good, the Bad and the Ugly
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Posted in Trending Topics | Tagged 401k, 403b, Fee Disclosure Rule, Fiduciary Rule, Fiduciary Standard, fiscal cliff, IBM, match, Modern Portfolio Theory, mutual fund ratings, One Portfolio, pension, retirement, target date fund, tax
By Christopher Carosa, CTFA | April 23, 2012
Retirees dodge a Washington Bullet, the fiduciary debate heats up, a look into the future with future disclosure and the beginning of the end of Modern Portfolio Theory?
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Posted in Trending Topics | Tagged Asset Allocation, Congress, court ruling, Fee Disclosure, Fiduciary Standard, IRA, Modern Portfolio Theory, pension, public pension, retirement, tax, Tussey v ABB
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/10/13
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.
Read the full story...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 | Leave a response