Christopher Carosa, CTFA
What’s the Immediate Impact of the DOL Fiduciary Rule on Current IRA Holders and Future Rollovers?
Just because the new Rule won’t be enforced until January doesn’t mean retirement savers can’t take advantage of it. This does, however, require individuals become self-reliance and look out for their own good. But how is that any different for all other consumer decisions?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/9/17
Fiduciary: It’s Heeeere! “Reasonable” Fees, and more investing myths.
What’s the Immediate Impact of the DOL Fiduciary Rule on 401k Plan Sponsors?
“Hopefully,” says Reese, “this past year gave employers a better understanding of what they need to look out for to act as fiduciaries for their plan participants.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/2/17
Retirement policy conflicts, shifting sands of fiduciary, and turning the screw on MPT.
The #1 Retirement Saving Goal for People in Their 60s and the Most Useful Strategy to Get There
As you reach your seventh decade (that would be turning age 60 for those who forgot your first decade includes only your single digit years), you find yourself fast approaching that universal goal line known as “retirement.” Don’t let the nearness to the final goal may fool you into inaction.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/17
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).
4 Specific Examples When “Socially Responsible” Investing Does Not Breach One’s Fiduciary Duty
So-called “socially responsible” investing is not automatically incompatible with abiding by one’s fiduciary duty, however, the cases where it is acceptable are narrowly defined.
5 Specific Examples when “Socially Responsible” Investing Crosses the Line and Breaches One’s Fiduciary Duty
The current environment abounds with many temptations that try to lure the unsuspecting fiduciary. Here are five very relevant examples.
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