“We have reached a watershed moment for retirement planning and saving.”
Posts From Christopher Carosa, CTFA
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?
Fiduciary: It’s Heeeere! “Reasonable” Fees, and more investing myths.
“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.”
Retirement policy conflicts, shifting sands of fiduciary, and turning the screw on MPT.
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.
Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).
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.
The current environment abounds with many temptations that try to lure the unsuspecting fiduciary. Here are five very relevant examples.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/16/17
HSA in fiduciary cross-hairs, fiduciary first thoughts, and a new investment hope.