FiduciaryNews

Posts From Christopher Carosa, CTFA

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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What’s the Immediate Impact of the DOL Fiduciary Rule on Current IRA Holders and Future Rollovers?

    What’s the Immediate Impact of the DOL Fiduciary Rule on Current IRA Holders and Future Rollovers?

Just because the new Rule won’t be enforced until January doesn’t mean retirement savers can’t take advantage of it. This does, however, require individuals become self-reliance and look out for their own good. But how is that any different for all other consumer decisions?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/9/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/9/17

Fiduciary: It’s Heeeere! “Reasonable” Fees, and more investing myths.

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What’s the Immediate Impact of the DOL Fiduciary Rule on 401k Plan Sponsors?

    What’s the Immediate Impact of the DOL Fiduciary Rule on 401k Plan Sponsors?

“Hopefully,” says Reese, “this past year gave employers a better understanding of what they need to look out for to act as fiduciaries for their plan participants.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/2/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/2/17

Retirement policy conflicts, shifting sands of fiduciary, and turning the screw on MPT.

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The #1 Retirement Saving Goal for People in Their 60s and the Most Useful Strategy to Get There

    The #1 Retirement Saving Goal for People in Their 60s and the Most Useful Strategy to Get There

As you reach your seventh decade (that would be turning age 60 for those who forgot your first decade includes only your single digit years), you find yourself fast approaching that universal goal line known as “retirement.” Don’t let the nearness to the final goal may fool you into inaction.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/17

Compliance craziness, Fiduciary Rule rising, and tossing MPT (and Indexing, too?).

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When Does “Socially Responsible” Investing Violate Fiduciary Duty?

    When Does “Socially Responsible” Investing Violate Fiduciary Duty?

It goes without saying there are risks when one plays politics with other peoples’ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/19/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/19/17

State-run suspicions, the funny thing about fees, and investing’s good old days.

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