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Posts From Christopher Carosa, CTFA

Rethinking Performance Standards (Part I – The Fatal Flaw)

    Rethinking Performance Standards (Part I – The Fatal Flaw)

Worse, those held accountable for the potential damage of the flaw are not these detached organizations, but the professionals implicitly promoting the festering error – regular people ranging from bank trustees hired to guard the interests of beneficiaries to retirement plan sponsors and trustees responsible for protecting their employees.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/9/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/9/18

401k past and future, fiduciary conflict, and true portfolios

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The Fiduciary Parent: How to Best Protect Your Child From the Day When the Promise of Social Security Finally Fails

    The Fiduciary Parent: How to Best Protect Your Child From the Day When the Promise of Social Security Finally Fails

Why rely on the vagaries of Washington politics when it comes to their future retirement when you can teach them to control their own destiny?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/2/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/2/18

Second thoughts on the new MEP, a growing (fiduciary) consensus, and the return of a Halloween (fee) nightmare.

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How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement

    How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement

Perhaps the usual focus on the fairy tale version of retirement has led to the problem of post-retirement disappointment. To counter this, pre-retirees are vowing to avoid the mistakes of their older brothers and sisters.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/26/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/26/18

MEP Fever and Carly Simon sings “Fiduciary” (to the tune of “Anticipation’).

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3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken

    3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken

One way to overcome this lack of purpose is to treat retirement itself as a mission… purpose all comes down to two words: “Get Involved.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/19/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/19/18

More regulatory silliness, Son of Fiduciary? and Looking for Mr. Low-Fee Bar.

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Exclusive Interview: Chuck Underwood Explains Why the Generations View Money Differently

    Exclusive Interview: Chuck Underwood Explains Why the Generations View Money Differently

If we understand thoroughly what happened to each generation during its unique formative years, we can then make sense of the unique and powerful core values that guide that generation’s unique decision-making, including the decisions about their money.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/12/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/12/18

Silly public policy, the coming Fiduciary thing, and the return of classic investing headlines.

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