Christopher Carosa, CTFA
Experts Advise 401k Plan Sponsors on 408(b)(2) Fee Disclosure Template
Did the DOL miss the boat by not offering a definitive “apples-to-apples” comparison template?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/27/12
Public pensions – an idea whose time has passed, self-directed peril, guess what’s happened because of fee disclosure and crazy mixed up investors.
The Best Investment Advice 401k Investors Will Ever Receive
Here’s a win-win idea for both 401k investors and their fiduciaries.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/20/12
Pension funds sing the blues, day-trading 401k accounts and just why did advisers reject the NBA retirement plan?
7 Low or No-Cost Ways to Increase 401k Participation
While matching does provide a modest incentive, there are cheaper and more effective ways to get employees to save more in their 401k plans.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/13/12
Corporate pension woes continue as the industry tries to regulate itself before the regulators do and everybody’s talking about fees.
How 401k Plan Sponsors Can Best Teach Employees to Quit Emphasizing Income
The false promise of “safety” may lure unsuspecting 401k investors into the most dangerous trap they’ll never see – until it’s too late.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/6/12
Fixing the pension fund hole, FINRA tries to make “suitability” more like “fiduciary” and a plethora of article on 401k fees (as if you didn’t have enough already).
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