By Christopher Carosa, CTFA | October 22, 2013
“Studies have shown that the largest factor in determining the success level of retirement savers is their level of savings.”
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Posted in Due Diligence | Tagged 401k, annuities, Annuity, blogging, fee-only, fiduciary, Fiduciary Standard, NAPFA, Roger Wohlner, saving, target date fund, TDF, writing
By Christopher Carosa, CTFA | October 1, 2012
Are we doomed to repeat past retirement plan mistakes? Is the Fiduciary Standard this easy? Ongoing fee disclosure confusion and bad news for popular 401k investments (and their investors).
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Posted in Trending Topics | Tagged 401k, 408(b)(2), Asset Allocation, fiduciary, Fiduciary Standard, pension, target date fund, TDF
By Christopher Carosa, CTFA | April 16, 2012
The SIFMA has no Clothes, the next investment fad and “Are you Ready for some Fee-Ball?”
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Posted in Trending Topics | Tagged Alternative Investments, court ruling, ETF, Fee Disclosure Rule, Fiduciary Rule, Fiduciary Standard, IRA, pension, retirement, SIFMA, stable value, target date fund, TDF, Wyman
By Christopher Carosa, CTFA | April 2, 2012
Now we know why Washington has been dissing the 401k, why we lost the war for the fiduciary standard and why investors keep losing money.
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Posted in Trending Topics | Tagged commodities, commodity, DOL enforcement, e-disclosure, Fee Disclosure Rule, Fiduciary Standard, IRA, target date fund, Tax Reform, TDF
By Christopher Carosa, CTFA | March 19, 2012
A funny thing happened on the way to the fiduciary standard lynching and what the world will look like when fees are transparent
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Posted in Trending Topics | Tagged 401k, 401k Outsourcing, Fee Disclosure Rule, Fiduciary Standard, IRA, MEP, nonprofit, TDF
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/20/14
By Christopher Carosa, CTFA | June 23, 2014
Fiduciary Facts, Fee Faux Pas and Ignorant Investing
Read the full story...Posted in Trending Topics | Tagged 401k, Annuity, Borzi, conflict of interest, fee, fiduciary, Fiduciary Rule, Inherited IRA, investment, IRA, IRA Rollover, IRS, menu option, pension, retirement, return, risk, risk tolerance questionnaire, Ron Surz, Roth, SEC, Social Security, target date fund, TDF | Leave a response