Christopher Carosa, CTFA
401k Plan Sponsors and the Mutual Fund Expense Ratio Wild Goose Chase
Any talk of mutual fund expense ratios only diverts attention away from the true issue at hand – what are the true costs of those non-mutual fund products that make up nearly half of all 401k investments?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/29/12
Public pension plans’ long goodbye, the lost cause of the Fiduciary Standard, the mystery of the disappearing fee trick and mixed messages from mixed markets.
Zen and the Art of Fee Disclosure: What 401k Plan Sponsors Can Expect from 408(b)(2) Service Provider Disclosures
If a fee falls in the forest, will a 401k plan participant hear it?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/22/12
More fallout on DOL’s limit on 401k menu options, the further decline of public pension plans, the hidden fiduciary trap of shareholder activism and more surprises about 401k investing.
Is Proxy Voting a Conflict-of-Interest Trap for the ERISA Fiduciary?
At what point does acting solely for the benefit of the beneficiary cross the line into acting in behalf of one’s self-interest?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/15/12
When pensions go bad, the irony of fiduciary marketing, more fee bloodshed expected and the diminishing importance of investments.
Experts Sound Off on DOL’s 401k MEP Advisory Opinion
Did the DOL just cut off the best chance for small businesses to offer low cost retirement plans to their employees?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/8/12
The public votes out pension plans, the DOL slyly addresses the issue of too many 401k options, the 401k Fee War starts in earnest and investment options – can’t live with ’em, can’t live without ’em
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