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
By Christopher Carosa, CTFA | February 6, 2012
This was the week we were all waiting for from the DOL. What we didn’t expect was the surprise from the IRS and the bipartisan agreement from two former SEC chairmen.
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Posted in Trending Topics | Tagged 401k, 403b, Annuity, DOL, Fee Disclosure Rule, Fiduciary Duty, Fiduciary Standard, Harvey Pitt, Index Funds, IRS, Pat Burke, pension, revenue sharing, Ron Rhoades, SEC, stable value, Swensen, target date fund, TDF, Yale
By Christopher Carosa, CTFA | January 30, 2012
The war for the fiduciary begins to shift arenas, we learn the downside of “low-cost” and all indications are the financial industry still hasn’t learned the root cause of the 2008 crisis.
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Posted in Trending Topics | Tagged ETF, Fiduciary Report Card, Fiduciary Standard, IRA, Low Cost Fees, support for 401k, TDF
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/27/13
By Christopher Carosa, CTFA | December 30, 2013
Puerto Rico shows America the way, the DOL brings out the big gun and the Fee Disclosure Fiasco.
Read the full story...Posted in Trending Topics | Tagged 401k, 408(b)(2), court ruling, DOL, Fee Disclosure, Fiduciary Rule, plan sponsor, public pension, target date fund, TDF | Leave a response