An old case suddenly takes on more relevance as the DOL may have Plan Sponsors in their cross-hairs.
Posts From Christopher Carosa, CTFA
Bonds and bond funds alike suffer from rising interest rates, but bonds are protected in ways bond funds are not. Does the typical 401k investor know that?
You don’t have to part the Red Sea or ascend Mount Sinai to find these goodies!
Tax reform to take bite of 401ks? Can SEC draw fire from both sides? What is ‘Plan B’ for fees?
The sin of recency consumes far too many investors. How can they help themselves?
Tax your retirement plan? 12b-1 fees don’t work? SEC opens Fiduciary Standard cost comment period? and more!
If all these researchers consistently show investors make less money going through brokers, why are brokers still in business?
DC/DB confusion, the real fiduciary issue and a fee fight breaks out.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/22/13
Washington talks of scrambling nest eggs, DOL smacks poor fiduciaries and silly season for investments.