Retirement Advisors: Blogs

Retirement plan advice needs more scrutiny

By Rich White | May 23, 2013

The GAO found that “the current rollover process favors distributions to IRAs” whether or not this is in participant’s interest.
Is it time to dump “fiduciary”?

By Chris Carosa | May 23, 2013

When the Director of Investor Protection for the Consumer Federation of America says investors don’t respond to “fiduciary,” what’s the alternative?
CFPB focuses on senior designations

By Rich White | May 16, 2013

The Consumer Financial Protection Bureau recently took aim at the one area in the investment/insurance world where Dodd-Frank law granted it jurisdiction – issues affecting older Americans.
“Star Trek” premiere and the problem with “fiduciary”

By Chris Carosa | May 16, 2013

If being a fiduciary is all about building trust, what happens when no one trusts the word fiduciary?
A retirement plan of a different color

By Jerry Ripperger | May 10, 2013

"Any customer can have a car painted any color that he wants so long as it is black." -- Henry Ford.
Expanding plan coverage to part-time workers

By Jonathan Anderson | May 10, 2013

The ability to participate in a 401(k) plan should be extended to part-time employees, so that more U.S. workers can be better financially prepared at retirement.
For fiduciary advocates only

By Chris Carosa | May 9, 2013

The newly established Frankel Fiduciary Prize draws a line in the sand.
What is a DB pension really worth?

By Rich White | May 9, 2013

“How much retirement income can I realistically count on from my pension?” is a relatively new question in the financial lexicon. Advisors are just starting to address it.
Municipal bond ETFs – a progress report

By Rich White | May 8, 2013

While long-term, tax-exempt mutual fund flows have turned negative (outflowing $1.3 billion in April), muni ETFs are on an asset-gathering roll.
My conversation with Frontline

By Chris Carosa | May 2, 2013

I did what apparently few people tried — I actually spoke to producer Martin Smith about the controversy that followed after his documentary aired.