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Posts From Christopher Carosa, CTFA

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/23/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/23/22

Lean news, business practice oddities, and baseball.

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Top Issues (And Their Solutions) 401k Plan Sponsors Have With Education Providers

    Top Issues (And Their Solutions) 401k Plan Sponsors Have With Education Providers

Not only does the typical plan sponsor not have investing in employee education as a high priority, but they also likely don’t have the wherewithal to monitor the consistency of how the provider runs the education program.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/16/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/16/22

Lotsa talk (but no action yet), a fee “I told you so,” and redefining investing.

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Top Issues (And Their Solutions) 401k Plan Sponsors Have With Investment Providers

    Top Issues (And Their Solutions) 401k Plan Sponsors Have With Investment Providers

It’s clear that 401k plan sponsors ought to educate themselves when it comes to managing their investment provider relationship. This is the broadest fiduciary liability risk area. If plan sponsors don’t pay close attention, they may find themselves gasping for air.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/9/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/9/22

Taking their time, birds of a feather, and Tontine Tuesday.

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Top Issues (And Their Solutions) 401k Plan Sponsors Have With Recordkeepers

    Top Issues (And Their Solutions) 401k Plan Sponsors Have With Recordkeepers

Nobody’s perfect. It’s unfair to expect recordkeepers to be. Everyone makes mistakes—even recordkeepers. The problem is what happens when a mistake occurs.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/2/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/2/22

Mickey Mantle’s rookie card, state-sponsored aggression, and ESG chickens coming how to roost.

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Top Issues (And Their Solutions) 401k Plan Sponsors Have With Payroll Processors

    Top Issues (And Their Solutions) 401k Plan Sponsors Have With Payroll Processors

How do you solve, for example, the problem of integration between the payroll software and the 401k recordkeeper’s website?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/26/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/26/22

Big Brother, Godot, and Latin attack skills.

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Exclusive Interview: Harold Evensky: Reg BI ‘Makes Absolutely No Sense’

    Exclusive Interview: Harold Evensky: Reg BI ‘Makes Absolutely No Sense’

“I was [once] a major skeptic of the use of annuities, I have subsequently changed my mind regarding the efficacy of low-cost fixed and variable annuities in both personal and retirement accounts.”

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