A fiduciary who only looks at the most recent reporting period stands to make an unfortunate – and potentially damaging – investment decision… and unnecessarily exposes himself and his company to a liability that can otherwise be easily avoided.
Posts From Christopher Carosa, CTFA
Worse, those held accountable for the potential damage of the flaw are not these detached organizations, but the professionals implicitly promoting the festering error – regular people ranging from bank trustees hired to guard the interests of beneficiaries to retirement plan sponsors and trustees responsible for protecting their employees.
401k past and future, fiduciary conflict, and true portfolios
Why rely on the vagaries of Washington politics when it comes to their future retirement when you can teach them to control their own destiny?
Second thoughts on the new MEP, a growing (fiduciary) consensus, and the return of a Halloween (fee) nightmare.
How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement
Perhaps the usual focus on the fairy tale version of retirement has led to the problem of post-retirement disappointment. To counter this, pre-retirees are vowing to avoid the mistakes of their older brothers and sisters.
MEP Fever and Carly Simon sings “Fiduciary” (to the tune of “Anticipation’).
One way to overcome this lack of purpose is to treat retirement itself as a mission… purpose all comes down to two words: “Get Involved.”
More regulatory silliness, Son of Fiduciary? and Looking for Mr. Low-Fee Bar.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/18
Two opposing forces, what does “fiduciary” really mean, and, speaking of conflicts-of-interest.