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Posts From Christopher Carosa, CTFA

Exclusive Interview: Dale Neibert Explains 21st Century 401k Plan Design

    Exclusive Interview: Dale Neibert Explains 21st Century 401k Plan Design

If you want to understand how sophisticated plan sponsors think, you need to talk to sophisticated plan sponsors. For many years, Dale Neibert served as part of a two-man operation that headed one of the nation’s most sophisticated 401k plans. He explains how this plan sponsor incorporated advance behavioral finance techniques, and how it avoided some of today’s most dangerous fads.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/14/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/14/17

The real retirement crisis, dumbing down fiduciary, and solving wrong problems.

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The Folly of Risk and the 401k Fiduciary

    The Folly of Risk and the 401k Fiduciary

Many professionals and most of the current generation of finance professors have long ago removed “risk” from their investment decision-making algorithms. These forward-thinking folks recognize the greater importance of managing retirement saver behavior over managing irrelevant investment risk as it pertains to meeting or exceeding the goal of retiring in comfort.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/7/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/7/17

Is there really a retirement crisis? A fiduciary can of worms? And what’s a reasonable fee?

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The #1 Retirement Goal for Retirees and the Most Useful Strategy to Get There

    The #1 Retirement Goal for Retirees and the Most Useful Strategy to Get There

You’re the one ultimately responsible for all decisions, from picking and choosing what you do and buy to determining how to manage your assets and cash flow stream. Oh, and did we forget to mention this is for the rest of your life?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/30/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/30/17

The church rises as the state falls, fiduciary fireworks, and the coming investment civil war.

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The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make

    The 3 Biggest Service Provider Mistakes 401k Plan Sponsors Make

It’s understandable, given the many hats plan sponsors wear, that mistakes will be made. The challenge is to not dwell on them, but to have a reasoned and determined process to address and correct them.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/23/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/23/17

Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends

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Exclusive Interview with Charles Field: Less Restrictive Open 401k MEPs Relieve Some Burdens for Smaller Employers

    Exclusive Interview with Charles Field: Less Restrictive Open 401k MEPs Relieve Some Burdens for Smaller Employers

“We have reached a watershed moment for retirement planning and saving.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/16/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/16/17

HSA in fiduciary cross-hairs, fiduciary first thoughts, and a new investment hope.

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