“Advisors who don’t assume a 3(38) or 3(21) fiduciary position are unlikely to have an investment role.”
Posts From Christopher Carosa, CTFA
Exclusive Interview (Part III): Phil Chiricotti Offers Surprising Comments on the Fiduciary Standard
“ERISA needs a statutory fix… or [we need] a DOL that employers can trust.”
The best strategy is to live in moderation – both today and when you retire.
Now that you’ve determined your Goal-Oriented Target, discover what it means.
What if the choice between what’s behind the curtain and what’s in the box led to exactly the same outcome?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/15/14
New tide of fiduciary enforcement? New court action against hidden fees? Playing with investment fire?