Blog Archives

Retirement Planning: When Losses Turn to Lawsuits

Posted on July 21, 2010 by petillo — No Comments ↓

Some people have suggested that the easiest way to determine when the next wave of litigation against brokers/advisers will begin is to mark the calendar one year after the market hits bottom. It takes about that long experts say for…

Tagged with: 401ks, arbitration, blue sky, DOL, fiduciary, investor lawsuits, iras, plan administrators, plan sponsors, regulations, retirement plans
Posted in 401k, IRA, Repercussions: A Retirement Review, Retirement Planning Target 2025

Wall Street Scrambles

Posted on March 22, 2010 by petillo — No Comments ↓

Now that we have healthcare reform, which can only help the retirement efforts of a younger population and control the costs of the older generation closer to the retirement goal, it is time to focus on the problems in the…

Tagged with: Dodd, financial system accountability, regulations, retirement, SIMFA, wall street
Posted in Repercussions: A Retirement Review

Could 401(k) Success Depend on an Advisor?

Posted on March 5, 2010 by petillo — No Comments ↓

I have throughout the years, discussed the need for more fiduciary responsibility from the plan sponsor and the company itself in the crucial steps an employee takes on the road to retirement. Admittedly, the whole scheme behind a 401(k) is…

Tagged with: 401ks, advisers, advisors, fees, fiduciary responsibility, investors, iras, Middle Class Task Force, pensions, plan sponsors, regulations, retirement planning
Posted in 401k, IRA, Profitable Investments, Retirement Planning Target 2025