FiduciaryNews

Hosting an industry conference? Ask us about including it in this ticker.

Posts From Christopher Carosa, CTFA

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/14/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/14/22

They’re coming for you (two parts), the Fiduciary Rule begins to have an impact, and everybody’s talking about investing.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/7/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/7/22

New forms, quite fiduciary, and questioning investment assumptions.

0 comment Read Full Article

The Biggest 401k Fiduciary Fireworks, Fizzles, And Flops In 2021

    The Biggest 401k Fiduciary Fireworks, Fizzles, And Flops In 2021

Flops may not be forever. They may just be good ideas before their time. If you’re going to belittle them, you best hurry, because, if you wait too long, you may just discover they aren’t flops anymore. As a result, let’s not waste any time before the shelf-life of these flops expire.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/31/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/31/21

Social Security again (sigh), the lurking fiduciary shadow, and Hot! Hot! Hot! investment ideas.

0 comment Read Full Article

The Top Ten “Must Read” FiduciaryNews.com Articles Over The Past Three Years!

    The Top Ten “Must Read” FiduciaryNews.com Articles Over The Past Three Years!

We trust you’ve found the worth of these articles and, over the years past and the years to come, that you have taken and will continue to take from them something of value from FiduciaryNews.com.

0 comment Read Full Article

Top 5 FiduciaryNews.com Stories in 2021 for the 401k Plan Sponsor and Fiduciary

    Top 5 FiduciaryNews.com Stories in 2021 for the 401k Plan Sponsor and Fiduciary

Here’s the countdown you’ve been waiting for. Why do you think these particular stories were so widely read? What does that fact tell you about the interests of plan sponsors, their service providers, and retirement industry regulators?

0 comment Read Full Article

Exclusive Interview: Peter Gulia Explains Difference Between “Settlor” (Plan Design) And “Fiduciary” (Plan Administration) Functions

    Exclusive Interview: Peter Gulia Explains Difference Between “Settlor” (Plan Design) And “Fiduciary” (Plan Administration) Functions

How do we design and administer retirement plans?

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/10/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/10/21

Government giveth and taketh, a not unexpected fiduciary move, and a major fee case load,

0 comment Read Full Article

How 401k Plan Sponsors Are Addressing The Great Resignation

    How 401k Plan Sponsors Are Addressing The Great Resignation

It’s not necessarily something that can be done at the flick of a switch, but it can be baked into the process.

0 comment Read Full Article
1 2 3 133

FiduciaryNews.com is sponsored by…

Order Your From Cradle to Retirement book today!

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.