The DOL changed the original ERISA definition of Fiduciary to exempt marginal players. Those players are no longer marginal.
Posts From Christopher Carosa, CTFA
A fiduciary sea change? Remember Fees? Investors and The Magician’s Trick.
The DOL’s new 401k Fee Disclosure Rule, while its effectiveness might be suspect, has empowered plan sponsors.
There’s the usual reason people say to save in tax-deferred retirement plans, then there’s this, much sexier, reason.
Big Government = Big Mess; How it fails as a fiduciary; The Biggest Blockbuster Flop from the Summer of 2012 (no typo) and what Socrates can teach us about investment theory.
With the advent of the 401k plan, we added two more gears, changing our savings vehicle from a ’72 Pinto to a ’68 Mustang.
DC at it again, Fee Disclosure Rule anniversary and the Goldilocks Rule of Investments.
While savings is the critical issue, there are those few employees who have these time and resources to study investing. This is for them.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/26/13
Pension Ponzi run amok, rebooting 408(b)(2) and the folly of investment products.