Fiduciary News

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Posts From Christopher Carosa, CTFA

Have The DOL’s Fiduciary Efforts Made Things Worse?

    Have The DOL’s Fiduciary Efforts Made Things Worse?

Let’s not just blame certification providers. Government agencies responsible for monitoring and enforcement are also responsible for market confusion and the dilution of the “fiduciary” standard.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/27/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/27/23

The Compliance Avalanche, dead horses coming back to life, and terms you should know better than.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/20/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/20/23

Pension questions, annuity fiduciary liability questions, and the return of fee questions in the most unlikely of places.

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401k Plan Sponsor Fiduciary Fears Differ From Retirement Advisers Concerns

    401k Plan Sponsor Fiduciary Fears Differ From Retirement Advisers Concerns

Documentation, due diligence, and other formal compliance matters are critical to reducing the fiduciary liability of 401k plan sponsors. But ultimately, they are responsible for safeguarding the assets of plan participants.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/13/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/13/23

A helping hand, rewarding honesty, and the emperor has no clothes.

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How 20-Year-Olds Invested Over The Generations Reveals Key Fiduciary Tips For 401k Plan Sponsors

    How 20-Year-Olds Invested Over The Generations Reveals Key Fiduciary Tips For 401k Plan Sponsors

It might suit 401k plan sponsors and fiduciaries to tell this story of the generations to help the next generation avoid the mistakes of past generations. This tale provides many good tips about the dangers of investing in extremes, be they too conservative or too aggressive.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/6/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/6/23

Social In-SECURE-ity, the anti-fiduciary. and the never-ending investment cycle.

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SECURE 2.0: Over-Hyped or Game-Changer?

    SECURE 2.0: Over-Hyped or Game-Changer?

We asked retirement advisors from across the country whether they felt SECURE 2.0 had been over-hyped or represented a game changer. Here’s what they said on a few key issues.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/30/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/30/22

More SECURE 2.0, a new look at fiduciary, and too late to make investment changes.

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The Top Ten “Must Read” FiduciaryNews.com Articles For The Three Years Ending 12/31/22!

    The Top Ten “Must Read” FiduciaryNews.com Articles For The Three Years Ending 12/31/22!

We take a different approach by looking not too far back in the past. This avoids the “getting lost in the sauce of history” problem so many retrospectives have. It’s the opposite of the “recency” problem, where we place too much emphasis on that which lies closest to our memories. Often, instead, we’ll give more than proper weight to happenings in a distance that is rapidly losing relevance.

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