Christopher Carosa, CTFA
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/11/12
Meddling politicians, the infantile Fiduciary debate, a DOL surprise and a totally backwards approach to giving investment advice – what more can you ask for?
New 408(b)(2) “Guide”: Not Necessarily What 401k Plan Sponsors Hoped For
401k plan sponsors may discover the Fee Disclosure Rule may be more hazardous than healthy.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/12
The DOL plans to turn up the heat, states look for alternatives to pensions, politicians spout lobbyist talking points, and is the end near for revenue sharing?
Thoughts on Attending My First fi360 Conference
I was sad when it was over. It was like saying goodbye to old friends. I wanted to stay and keep talking. Oh well, there’s always next year…
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/27/12
States and Feds go in opposite directions on retirement, the fiduciary debate gets hotter and more strangeness in the world of investments.
It’s Not Just About Knowing the Right Answers…
…it’s about knowing the right questions. Do you know the right questions, or do you only think you know the right questions? Buy this book – “a vital reference tool for years to come” – and, you’ll not only know the right questions, you’ll know the right answers. Click here to order directly from the […] Read Full Article
Have 401k Plan Sponsors Framed Employees?
A special treat for those who attended my fi360 conference session.
Exclusive Interview with fi360’s Duane Thompson: Dual Registration’s Impact on the Fiduciary Standard
In many ways, the fallout of the Merrill Rule made this debate what it is today.
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