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Posts From Christopher Carosa, CTFA

Exclusive Interview: Luis Aguilar On SEC/DOL Harmonization And Continuing Fiduciary Confusion

    Exclusive Interview: Luis Aguilar On SEC/DOL Harmonization And Continuing Fiduciary Confusion

“Perhaps the continued confusion can be expected given that the term ‘best interest’ is not defined in Reg BI and the word ‘fiduciary’ is not used in defining the new standard. It makes it harder to understand.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/17/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/17/21

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How Do You Prep For The Coming IRA Rollover Fiduciary Rule?

    How Do You Prep For The Coming IRA Rollover Fiduciary Rule?

In a nutshell, what was initially considered a “pick me because you like me” decision on the part of the prospect has been reframed as a “pick me because I sold you investments” decision. It’s a subtle distinction, but it drives the difference between a fiduciary act and a non-fiduciary act.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/10/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/10/21

The coming regulatory tsunami; tick tock, tick tock; and “What took you so long?”

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If You Meet Your Objectives, Does It Make Sense To Worry About Fees?

    If You Meet Your Objectives, Does It Make Sense To Worry About Fees?

While diligence is to be applauded, that’s not to say you can’t carry it to an extreme. If fact, some folks are so hung up on fees, they sometimes fail to see the bigger picture.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/3/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/3/21

The ESG Strikes Back, a dam bursts, and more Social (In)Security

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When It Comes To Fees, How Does A 401k Fiduciary Measure Value?

    When It Comes To Fees, How Does A 401k Fiduciary Measure Value?

Clearly, you wouldn’t pay more for 2 apples if you could get 3 for the same price, but would you pay more to get 2 oranges instead?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/27/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/27/21

Government gifts – Beware! Statistics – Wow! DIY – SNAFU!

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Exclusive Interview: Larry Starr Explains “Galactically Stupid,” 3% Math, and More!

    Exclusive Interview: Larry Starr Explains “Galactically Stupid,” 3% Math, and More!

Interested to know why small plans are different? What the dumbest retirement idea in the past 10 years was? What the most successful concept was? Read all about it in this article.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/20/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/20/21

“Them’s fighting words,” “It’s a shame if something should happen to your nice fiduciary,” and IUI – “Investing Under the Influence.”

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