Only by focusing on these steps from the bottom up can the builder consistent construct homes of superior strength, durability, and functionality. How might one take the same approach with retirement?
Posts From Christopher Carosa, CTFA
Do you know the greatest ongoing concerns of 401k plan sponsors and fiduciaries, or do you only think you know?
Why not State Plans, fiduciary crowd-sourcing, and fee rewind.
Researchers have conducted many studies which show the “crowd” is often a better at predicting events than the usual experts we rely on.
Year end prep, Robo-Fiduciary? and opportunities/risks.
In a year that was marked with uncertainty, the biggest development of 2016 might be that it just didn’t matter.
Retirement policy crossroads, the long good bye of fiduciary, and functional redundancy.
Yes, the DOL exposed the folly of treating tax-deferred vs. taxable accounts differently, but the real issue remains that “advisers” and “advisors” are not held to the same regulatory standard. With or without the current DOL Rule, this is the vital question that needs to be answered.
Millennial-Centric Retirement Policy, Fiduciary by any other name, and Why the latest Fiduciary Rule fee move shouldn’t surprise you.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/30/16
Government “Help,” Fiduciary 101 and Investing 101.