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Posts From Christopher Carosa, CTFA

This Is How Small 401k Plan Sponsors Can Best Address Their Unique Needs

    This Is How Small 401k Plan Sponsors Can Best Address Their Unique Needs

The biggest issue when it comes to access is cost. It’s not just the plan sponsor’s sensitivity to higher costs. It’s the service provider’s ability to keep those costs low.

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The 3 Most Critical Concerns of Small 401k Plan Sponsors

    The 3 Most Critical Concerns of Small 401k Plan Sponsors

In the end, this all comes down to one final concern, and it’s one that is typically not even considered.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/20/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/20/20

A mix of compliance, fiduciary common sense, and investment waves.

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Market Rotation Presents Opportunity For Urgent Retirement Saver Education

    Market Rotation Presents Opportunity For Urgent Retirement Saver Education

This is an all too common problem,… It’s important right now for 401k plan sponsors to urge their service providers to educate employees about it.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/13/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/13/20

The future is here, a snake in the grass, and what is this thing called “risk”?

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Questions 401k Plan Sponsors Are Too Busy To Ask

    Questions 401k Plan Sponsors Are Too Busy To Ask

Here’s something you don’t always see, but maybe you should.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/06/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/06/20

New beginnings, fiduciary class, and investment duty.

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The DOL’s New Back To The Future “ESG” (a.k.a. “Fiduciary”) Rule

    The DOL’s New Back To The Future “ESG” (a.k.a. “Fiduciary”) Rule

This has long been demanded of fiduciaries. Nearly two centuries ago in Harvard College v. Amory, the Massachusetts court promulgated what has become known as the “prudent man rule.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/30/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/30/20

Son of SECURE, new contribution limits, and an investing mess.

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What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary

    What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary

Before you start to panic, take a deep breath and relax. The retirement savings industry is an aircraft carrier. It can’t turn on a dime.

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