Christopher Carosa, CTFA posted an update in the group Compliance 9 years, 2 months ago
Is it far for the government to offer a retirement product not in the sole interest of retirement savers? Especially since they’re on the record of exposing industry players who do the opposite. Well, this is reminiscent of that age old question: Who regulates the regulators?
[bpfb_link…[Read more]Christopher Carosa, CTFA posted an update in the group Compliance 9 years, 2 months ago
Do you share Ron Rhoades concerns about a weakened fiduciary standard? Ron has plenty more to say in this interview. Check it out and then share what you think.
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Exclusive Interview: Ron Rhoades…[Read more]Christopher Carosa, CTFA posted an update in the group Compliance 9 years, 2 months ago
Are 401k advisors prepared for how the new DOL Fiduciary Rule will impact… recordkeepers? No one’s been talking about this. Is it time we should?
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Will New DOL Rule Contain Fiduciary Surprise for 401k Recordkeepers? |…[Read more]Christopher Carosa, CTFA posted an update in the group Compliance 9 years, 2 months ago
A fiduciary standard for colleges? What do you think? Will that begin to solve the college debt issue? Will it help parents? Will it lower tuition? Will it stop encouraging colleges to accept students who they shouldn’t?
[bpfb_link url=’http://www.benefitspro.com/2015/11/06/should-colleges-be-held-to-a-fiduciary-standard?page_all=1′ title=’Should…[Read more]Christopher Carosa, CTFA posted an update in the group Compliance 9 years, 2 months ago
After reading this article, has your stance on the DOL’s proposed Fiduciary Rule changed? The more and more I talk to people, traditional fiduciary advocates are having seconds thoughts on the DOL proposals and the brokers are,… well, let’s just say they continue to ask for more.
[bpfb_link…[Read more]Christopher Carosa, CTFA posted an update in the group Compliance 9 years, 2 months ago
What’s the biggest impediment to saving for retirement? – You may be surprised to see what AARP’s David Certner has to say in the attached article. Before you read it, though, tell us what you think it is.
[bpfb_link url…[Read more]Christopher Carosa, CTFA posted an update in the group Compliance 9 years, 2 months ago
Has the DOL sufficiently defined “best interests” under its new proposal? – Or are we going to have to wait for the courts to decide? The DOL is saying let the courts decide. Is that really in the best interests of, well, anyone?
[bpfb_link url…[Read more]Christopher Carosa, CTFA posted an update in the group Compliance 9 years, 2 months ago
Universal “Fiduciary” Standard – For almost two years now, I have been expressing my frustration about the “Fiduciary” standard because I knew that the lobbying effort during the rules making process leading up to the proposed regulation would be intense and would be ruled by those with the most to lose. I could not believe that people on our sid…[Read more]
Basic Carosa joined the group Member News 9 years, 2 months ago
Basic Carosa posted an update in the group Member News 9 years, 2 months ago
Hello, great site!
Christopher Carosa, CTFA posted an update in the group Member News 9 years, 2 months ago
Welcome to Member News! This is the only group available to basic members. You’ll want to visit this group often to discover new benefits or critical “How-To” Answers. In fact, if you’ve got a question about the site, please ask it here. I’m sure you’re not the only one with the question and sharing it here will allow others to benefit from…[Read more]
Christopher Carosa, CTFA joined the group Compliance 9 years, 2 months ago
Tim Wood posted an update in the group Compliance 9 years, 3 months ago
For almost two years now, I have been expressing my frustration about the “Fiduciary” standard because I knew that the lobbying effort during the rules making process leading up to the proposed regulation would be intense and would be ruled by those with the most to lose. I could not believe that people on our side supported the idea.
I pos…[Read more]
Christopher Carosa, CTFA posted an update in the group Compliance 9 years, 3 months ago
Has the DOL sufficiently defined “best interests” under its new proposal? Or are we going to have to wait for the courts to decide? The DOL is saying let the courts decide. Is that really in the best interests of, well, anyone?
[bpfb_link url…[Read more]Christopher Carosa, CTFA posted an update in the group Compliance 9 years, 3 months ago
What’s the biggest impediment to saving for retirement? You may be surprised to see what AARP’s David Certner has to say in the attached article. Before you read it, though, tell us what you think it is.
[bpfb_link u…[Read more]Christopher Carosa, CTFA posted an update in the group Compliance 9 years, 3 months ago
The Evolution of 401k Benchmarks – what are your ideas? How we pick 401k benchmarks have changed over the years. What guidelines to select benchmarks do you use today that you didn’t use 10-15 years ago? Can’t remember that far back?
[bpfb_link url…[Read more]Michael R. Murphy created the group Compliance 9 years, 3 months ago