You won’t find it in the dictionary but you’re likely to find it in every 401k plan.
Posts From Christopher Carosa, CTFA
The ICI comes out with a study that makes it look easy, but what’s the catch?
Last week seemed a lot like 1968,… and not because mindless protesters were making the news.
New research suggests a better way to communicate critical investment information.
Will this be known as the week we lost the fiduciary standard?
The Fiduciary Standard is American as motherhood, apple pie and Quaker Oatmeal.










Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/11
The pendulum again swings in favor of the fiduciary standard as the DOL threatens to come after service providers regarding questionable fees. In the meantime, the battle between Modern Portfolio Theory and Behavioral-based solutions gets hotter.