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Posts From Christopher Carosa, CTFA

Exclusive Interview: Ary Rosenbaum Says, Despite SECURE ACT, Some 401k MEPs Challenges Remain

    Exclusive Interview: Ary Rosenbaum Says, Despite SECURE ACT, Some 401k MEPs Challenges Remain

“As far as adopting employers, I would recommend an ERISA attorney because an MEP isn’t the right fit and fiduciary solution for every plan sponsor.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/17/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/17/20

As the fiduciary saga turns, wrist slapping fee violations, and the return of investing news?

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5 Critical Elements Every 401k IPS Must Contain to Achieve Its Primary Purpose

    5 Critical Elements Every 401k IPS Must Contain to Achieve Its Primary Purpose

Including these will make 401k plans safer for plan sponsors and more successful for plan participants.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/10/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/10/20

The Value-Added Proposition, the fiduciary fight continues, and the big get bigger.

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What is the Primary Purpose of a 401k IPS?

    What is the Primary Purpose of a 401k IPS?

Unlike a generic vendor agreement, the IPS is a formal plan policy document that defines the parameters between the plan and relevant vendors. This is why it can also be a terrible trap.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/3/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/3/20

Compliance Changes, Pay to Play, and ESG is here to stay.

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The Decade’s Top 5 All-Time Most Popular 401k Plan Sponsor and Fiduciary “Must-Read” Articles

    The Decade’s Top 5 All-Time Most Popular 401k Plan Sponsor and Fiduciary “Must-Read” Articles

Distilling a million separate page-views down to a handful of articles is a very difficult process. We trust you’ve found the worth of these articles and, over the years past and the years to come.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/27/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/27/19

SECURE Act a reality, fee irony, and investment opportunity knocking… for someone.

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Top 5 FiduciaryNews.com Stories in 2019 for the 401k Plan Sponsor and Fiduciary

    Top 5 FiduciaryNews.com Stories in 2019 for the 401k Plan Sponsor and Fiduciary

The articles that caught the greatest interest may indicate not only answers people seek but future directions they intend to go. Let’s take a look.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/20/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/20/19

SECURE is happening, behind the fee curtain, and busting investment assumptions.

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