By Christopher Carosa, CTFA | December 1, 2014
Dumbest idea ever, fiduciary war! and investing truth.
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Posted in Trending Topics | Tagged 401k fiduciary, Annuity, court ruling, DOL, ERISA, ETF, Fidelity Bond, Fiduciary Rule, Fiduciary Standard, Grabek et al v Northrop Grumman, IRA, longevity, Millennial, overdiversificaton, pension, retirement, Schlichter, SEC, target date fund, TDF
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 Interviews | 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
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/19/14
By Christopher Carosa, CTFA | December 22, 2014
Washington musical chairs, annuities and fiduciary liability, and investment mumbo jumbo.
Read the full story...Posted in Trending Topics | Tagged 401k, Annuity, company stock, court ruling, CROmnibus, DOL, ERISA, fiduciary, Fiduciary Duty, Fiduciary Rule, FSI, Haddock v. Nationwide, income, IRA, Lockheed Martin, Orin Hatch, pension, retirement, revenue sharing, SEC, Social Security, solicitor's fee, stock drop, target date fund, TDF | Leave a response