FiduciaryNews

Posts From Christopher Carosa, CTFA

Exclusive Interview with Phyllis C. Borzi: Independent “Business Decisions” May Lead Companies to Apply Fiduciary Standard Broadly

    Exclusive Interview with Phyllis C. Borzi: Independent “Business Decisions” May Lead Companies to Apply Fiduciary Standard Broadly

The DOL’s Assistant Secretary reveals how she and her staffed learned from initial attempts and why it led to a much stronger Conflict-of-Interest Rule.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/16/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/16/16

Take a look at these investment stories – do they make you hearken back to younger years?

0 comment Read Full Article

When it Comes to Fiduciary Liability, 401k Plan Sponsors Must Determine if Bigger is Better… or Worse

    When it Comes to Fiduciary Liability, 401k Plan Sponsors Must Determine if Bigger is Better… or Worse

When the time comes for class action attorneys to scan the field for prospective litigation opportunities, they start from the biggest classes and work their way down.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/9/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/9/16

A signpost of hope, the other (Fiduciary) shoe, and an emperor unclothed.

0 comment Read Full Article

7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 6th Deadly Sin – Not-So “Modern” Portfolio Theory

    7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 6th Deadly Sin – Not-So “Modern” Portfolio Theory

What if I told you that something vital to top business schools, the financial services industry, your business and your clients’ success and satisfaction doesn’t work as advertised?

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/2/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/2/16

Shotgun compliance, fiduciary naivete, and free markets trump high fees.

0 comment Read Full Article

How the 401k Fiduciary Can Help Retirement Savers Make Better Decisions (Part II)

    How the 401k Fiduciary Can Help Retirement Savers Make Better Decisions (Part II)

A five-point plan all 401k plan sponsors can implement right now to help employees make better retirement saving decisions.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/26/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/26/16

State-Run Conspiracy, Targeting Conflicted Fees, and Marxist-Indexism

0 comment Read Full Article

How the 401k Fiduciary Can Help Retirement Savers Make Better Decisions (Part I)

    How the 401k Fiduciary Can Help Retirement Savers Make Better Decisions (Part I)

“The want/should dichotomy addresses headed on the conflict between the instantaneous gratification derived from buying something today and the delayed gratification inherent in saving more for retirement.”

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/19/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/19/16

Public pension follies, the fog of the fiduciary war, and those college lawsuits might just surprise you – but not for reasons you think.

0 comment Read Full Article
1 2 3 76

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.