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Posts From Christopher Carosa, CTFA

What are 401k Plan Sponsors Interested in Most Right Now?

    What are 401k Plan Sponsors Interested in Most Right Now?

Here’s quick read with a surprise reveal. Can you find it?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/19

Reg “Son-of-a” BI, a necessary “Fee”-vil, and the coming ESG kerfuffle

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Does “Fiduciary” Matter Anymore?

    Does “Fiduciary” Matter Anymore?

Was “fiduciary” done in by over-saturation? Or was it the victim of a super successful negative campaign? Or is there something missing in our analysis?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/5/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/5/19

Cal Shakes Retirement, Brokers Proest BI, and the Market Was Open on Friday.

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5 Top Education Topics 401k Plan Sponsors Need To Ask About But Don’t

    5 Top Education Topics 401k Plan Sponsors Need To Ask About But Don’t

There’s always something new under the sun, and that means there’s always educational topics 401k plan sponsors should be asking about but aren’t. Hopefully, this list will inspire more curiosity and lead to better informed employees.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/28/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/28/19

Compliance basics, fiduciary reg irrelevance, and belly up to the investment bar.

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Exclusive Interview: Robert R. Johnson Says Cryptocurrency “Laughable,” Won’t End Well

    Exclusive Interview: Robert R. Johnson Says Cryptocurrency “Laughable,” Won’t End Well

The height of absurdity was in 2017, when Long Island Ice Tea Corp changed its name to Long Blockchain Corp and its shares soared.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/21/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/21/19

Ascending States, Conflicts in Paradise, and Unicorns and Rainbows.

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A Fiduciary Approach to Alternative Investments: Friend or Fad?

    A Fiduciary Approach to Alternative Investments: Friend or Fad?

But is that a chance a fiduciary should take with someone else’s money? The answer is so obvious the question should not have to be asked.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19

SECURE, BI, and 3% fees!

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