Fiduciary News

Photo by Yan Krukau: https://www.pexels.com/photo/men-and-women-sitting-at-table-with-documents-7691730/Photo by nvision88 on Freeimages.comImage by Andrew Martin from PixabayPhoto by Chicago Cameraslinger on UnsplashPhoto by Photo Boards on UnsplashPhoto by Trường Trung Cấp Kinh Tế Du Lịch Thành Phố Hồ Chí Minh CET on Unsplash
Hosting an industry conference? Ask us about including it in this ticker.

Posts From Christopher Carosa, CTFA

Why Every 401k Fiduciary Should Redefine Risk as What Happens When You Miss Your Goal

Volatility simply can’t be used to measure risk because it contains components both of risk and reward. Here’s a better way to measure true investor peril.

0 comment Read Full Article

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/30/14

Blue and Red approaches to retirement policy, another Fiduciary Rule delay and what’s up with the latest investment fads.

0 comment Read Full Article

A 401k Fiduciary Dilemma: The Risk of Using Volatility to Define Risk

Despite evidence of its uselessness, it’s been a long goodbye for volatility. Will this bomb unsuspecting plan sponsors?

8 comments Read Full Article

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/23/14

Flyover America Acts, SEC babbles and How to Get Better Investment Returns.

0 comment Read Full Article

Exclusive Interview: Ric Edelman Answers Child IRA Question and Reveals Today’s Investors’ Biggest Question

“In the future, people will look back on today’s era with wonder and astonishment, finding it hard to believe there once was a time when the standard was not applied – just as people today look back at racial segregation, women’s suffrage and similar eras.”

0 comment Read Full Article

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/16/14

When Will Washington Ever Learn? Fees, Glorious Fees! and I Believe in Target Date.

0 comment Read Full Article

The Three Most Common “Over”-reach Mistakes Plan Sponsors have a Fiduciary Duty to Help Retirement Investors Avoid

Sometimes when you overreach, all you get is burned.

1 comment Read Full Article

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/9/14

RetirementCare coming soon? Fee Policy Statement coming soon? Behavioral smacks MPT.

0 comment Read Full Article

These 7 Megatrends Will Redefine the Future of 401k Plans

    These 7 Megatrends Will Redefine the Future of 401k Plans

The fruits of creativity can yield innovations far beyond the limits of our own imaginations.

1 comment Read Full Article

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/2/14

IRA scandal, fiduciary demand and the dangers of fad investing.

0 comment Read Full Article

FiduciaryNews.com is sponsored by…

Order Your 401k Fiduciary Solutions book today!

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.
Skip to content