401k joke, headline grabbing, and, are you one?
Posts From Christopher Carosa, CTFA
Worse, if the “alternatives” alluded to by the paper entail government backed programs like Social Security, this could have a debilitating impact on encouraging people to be responsible for funding their own retirement.
Lawfare vs. Regfare, fee irony, and 60/40 just won’t go away/
Plan sponsors need to think about it in these terms: Does it make sense to have a pork-belly ETF on a 401k investment menu? How about orange futures?
Churning regulators, fiduciary costs, and nuthin’ from nuthin’
To make the procedure more agonizing, the transition away from Chevron may feel like death by a thousand cuts. But the snail-like process of the courts has its benefits.
More regs, DOA regs, and guess what’s back?
The process of transferring assets is not without its own liabilities. The exact nature of the fiduciary risk depends on the nature of the transfer.
New year keeps ringing, a brewing battle in fiduciary land and, not this article again.
I 💖 Fiduciary
All kidding aside, Valentine’s Day is more than cards, candy, and Cupid. It’s about renewing a vow to treat each other with the highest fiduciary standard.