Fiduciary News

Image by Andrew Martin from PixabayPhoto by Chicago Cameraslinger on UnsplashPhoto by Photo Boards on UnsplashPhoto by Trường Trung Cáș„p Kinh Táșż Du Lịch ThĂ nh Phố Hồ ChĂ­ Minh CET on Unsplash
Hosting an industry conference? Ask us about including it in this ticker.

Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/9/11

The downsizing of the Fiduciary Standard, an Orwellian porcine view of fees and yet another search for the Holy Investment Option Grail.

0 comment Read Full Article

Should 401k Plan Sponsors Sell Their Souls for One-Stop-Shopping?

Are the purported lower fees of bundling real, or are they a figment of some marketing department’s imagination? Worse, are bundled services really a fiduciary trap?

5 comments Read Full Article

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/2/11

A simple heuristic explains the importance of the Fiduciary Rule, blizzard warning on Fee Disclosure, the truth about Stable Value funds and a slew of court rulings.

0 comment Read Full Article

Study Shocker: 9 of 10 401k Plans Exposed to Increased Conflict-of-Interest Risk

Worse, “all-in” might not be all it’s meant to be, possibly invalidating other results from the same survey. Here’s why.

0 comment Read Full Article

Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/25/11

The father renounces the fruit of his loins, a disappointing prediction and a whole lot of investment “I told you so’s.”

0 comment Read Full Article

Plan Sponsors Smile: Hooray for the 401k!

Will Congress be the Grinch that stole our 401k plans and try to balance the budget on the backs of retirees?

0 comment Read Full Article

Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/18/11

Will new Fiduciary Rule complicate bundling, new study suggests how to reduce fees, making 401k plan option menus simpler, the new retirement age and more…

0 comment Read Full Article

Avoiding Decision Paralysis: How to Create the Ideal 401k Plan Option Menu

Life may or may not be a box of chocolates, but what we learn from that box can help plan sponsors and the typical ERISA fiduciary build a better 401k plan.

4 comments Read Full Article

Professional Advisors Sound Off on Ideal Number of 401k Plan Options

There’s a surprising consensus among financial professionals regarding how many options a 401k plan menu should offer – and it may surprise to discover what it is.

0 comment Read Full Article

Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/11/11

On hypocrites, backward-thinking, overconfidence and just how helpful is a disclosure rule if no one reads what’s being disclosed?

0 comment Read Full Article

FiduciaryNews.com is sponsored by…

Order Your From Cradle to Retirement 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