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Posts From Christopher Carosa, CTFA

Why Are 401k PEPs Growing At A Slower Than Expected Rate?

    Why Are 401k PEPs Growing At A Slower Than Expected Rate?

There’s a fear that those rushing to promote their own PEPs are merely trying to return to the bundle service provider environment the industry evolved away from more than a decade ago. This makes due diligence all the more important.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/17/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/17/22

New regs coming, what’s a “fiduciary,” and the bigger the ESG, the harder it falls.

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5 Regulatory Issues That Worry Retirement Pros

    5 Regulatory Issues That Worry Retirement Pros

Here are five regulatory worries for those on the front lines: the professionals who devote their careers to helping improve the retirement prospects of others.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/22

Reg questions, ESG questions, and rational investing.

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Why Aren’t 401k Plan Participants Getting What They Ask For?

    Why Aren’t 401k Plan Participants Getting What They Ask For?

More sophisticated plan participants who can afford to hire their own adviser. They don’t ask more from the plan. They ask for less, in hopes of gaining more control over their own destiny. For a variety of reasons, this isn’t as easy as some participants would like it to be.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/3/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/3/22

Social Security news, fees again, and ESG comeuppance.

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What Are 401k Plan Sponsors Talking About Right Now?

    What Are 401k Plan Sponsors Talking About Right Now?

Just as these changes come bearing down, so, too, does a need for greater hand holding. Pressures within the provider industry, however, appear to be reducing the number of available hands.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/22

Regulating regulators, constraining fiduciary, and you get what you pay for.

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How 401k Plan Sponsors Can Help Employees Look Forward To Retirement

    How 401k Plan Sponsors Can Help Employees Look Forward To Retirement

This doesn’t mean you shoot haphazardly for the stars when you can have the moon. After all, you’ve got to know your limitations. Seeking unreachable goals will only make your retirement seem hollow and pointless.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/22

More IRAs, fiduciary mush, and fee déjà vu all over again.

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