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Christopher Carosa, CTFA
By Christopher Carosa, CTFA | March 4, 2014
Can a Swiss Cheese argument add any value to solving important issues that really exist?
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Posted in Fees | Tagged Ary Rosenbaum, Brooks Herman, default, DOL, fiduciary, Greg Carpenter, Ian Ayres, Kathleen McBride, Marcia Wagner, naive diversification, nevin adams, passive-active, QDIA, Quinn Curtis, Ron Rhoades
By Christopher Carosa, CTFA | March 3, 2014
SEC Clueless, fumbling fee professors back and investment option risk.
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Posted in Trending Topics | Tagged 401k, active, Alternative Investments, auto-enrollment, automatic withdrawal, Ayres, Curtis, deferral rate, Fiduciary Rule, Fiduciary Standard, fiduciaty duty, financial literacy, Index, investment option, managed accounts, match, menu, pension, retirement, Safe Harbor, SEC, state mandate
By Christopher Carosa, CTFA | February 25, 2014
They say they best way to learn is by teaching. Here’s something you can teach your kids that will help you.
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Posted in Education, Intermediate, Investors | Tagged 401k Averages Book, Compounding, Early Earl, Hey What's My Number, Late Larry, Merit Badge, Personal Management, retirement, Time Value of Money
By Christopher Carosa, CTFA | February 24, 2014
Meaningful Compliance enforcement? SEC suddenly has issues with fees? and, Why are the Young so stupid?
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Posted in Trending Topics | Tagged 401k, conflict of interest, court ruling, DOL, Fee Disclosure, fiduciary, Fiduciary Standard, Herb Brooks, IRA, Oklahoma, public pension, retirement, SEC, withdrawal rate
By Christopher Carosa, CTFA | February 19, 2014
The DOL might get all the press, but the IRS has played – and continues to play – a significant role in the evolution of the 401k.
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Posted in Education
By Christopher Carosa, CTFA | February 11, 2014
A forthcoming paper gives some hints on how to make annuities more appealing.
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Posted in Education | Tagged 401k, Annuity, Annuity Puzzle, Equity Premium Puzzle, ERISA, Jame Choi, retirement
By Christopher Carosa, CTFA | February 10, 2014
DOL gets tough, Fiduciary Gridlock a blessing? and Good Investment advice.
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Posted in Trending Topics | Tagged 401k, AOL, Bond, Detroit, DOL, ERISA, fiduciary, Fiduciary Standard, Index, investment policy statement, IRA, menu option, MEP, MyRA, passive-active, Richard Reyes, SEC, target date fund
By Christopher Carosa, CTFA | February 5, 2014
Ten reasons and the ten most feared words.
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Posted in Compliance
By Christopher Carosa, CTFA | February 4, 2014
Right problem, wrong solution.
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Posted in Compliance
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/28/14
By Christopher Carosa, CTFA | March 3, 2014
SEC Clueless, fumbling fee professors back and investment option risk.
Read the full story...Posted in Trending Topics | Tagged 401k, active, Alternative Investments, auto-enrollment, automatic withdrawal, Ayres, Curtis, deferral rate, Fiduciary Rule, Fiduciary Standard, fiduciaty duty, financial literacy, Index, investment option, managed accounts, match, menu, pension, retirement, Safe Harbor, SEC, state mandate | Leave a response