If companies using on-line retirement tools aren’t careful, they may just be allowing class action attorneys the opportunity to use the courts to further refine what it means to breach one’s fiduciary duty.
Posts From Christopher Carosa, CTFA
It is critically important that retirement savers make a long-term game plan for their savings and investing strategy.
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“The SEC systematically failed to enforce for the past two decades, and now the DOL has by necessity forced the issue.”
The Child IRA is not only a great idea, it’s an active strategy being used by professionals right now.










FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/12/16
Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.