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Posts From Christopher Carosa, CTFA

The One Topic Every 401k Plan Sponsor Must Know Right Now: Fiduciary Education Curriculum (Part III)

    The One Topic Every 401k Plan Sponsor Must Know Right Now: Fiduciary Education Curriculum (Part III)

Most 401k plan sponsors will readily admit they are not experts when it comes to retirement plans. They understand they have a role in the process. They understand that role carries with it certain fiduciary obligations. They understand (and accept) that role also exposes them to liabilities. This article shows how prudent delegation can mitigate much of that fiduciary liability.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/17/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/17/19

Lotsa compliance talk, little fiduciary talks, and a better understanding of fees.

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The Meat and Potatoes Topics of 401k Plan Sponsor Training: Fiduciary Education Curriculum (Part II)

    The Meat and Potatoes Topics of 401k Plan Sponsor Training: Fiduciary Education Curriculum (Part II)

If we liken the “5 Critical Topics” to the skeleton and sinew of a plan sponsor’s fiduciary obligation, the “meat and potatoes” topics can be described as its soft underbelly. It is within the routines of these topics that plan sponsors live most dangerously. What are these next two topics and why is it important plan sponsors to dig deep into them rather than simply “read the headlines”?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/10/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/10/19

Compliance FedSpeak, Fee Recursion, and Parsing Investment Headlines.

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5 Critical Topics to Teach 401k Plan Sponsors: Fiduciary Education Curriculum (Part I)

    5 Critical Topics to Teach 401k Plan Sponsors: Fiduciary Education Curriculum (Part I)

These are fundamental in nature. They are necessary prerequisites for 401k plan sponsors to fully inculcate themselves with more complex topics.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/3/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/3/19

Fiduciary Back-Off, Fee Free Lunch, and Bad Bonds

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Exclusive Interview: Blaine Aikin says DOL Fiduciary Rule’s “Lasting Impact Lives On”

    Exclusive Interview: Blaine Aikin says DOL Fiduciary Rule’s “Lasting Impact Lives On”

Here’s an inside look at what’s been making all those headlines the last few years, and maybe what might be making headlines in the next few years.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/26/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/26/19

Social Security redux, the good, the bad and the fee ugly, and from fad to foundational investments.

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Tax Law Fallout Yields These Five Fiduciary Facts For Retirement Savings

    Tax Law Fallout Yields These Five Fiduciary Facts For Retirement Savings

With the final dust comfortably settling on this year’s tax season, we can know begin to put together the pieces of this new reality that may have plan sponsors and their service providers rethinking their long-held strategies.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/19/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/19/19

Retirement policy potpourri, New Jersey fiduciary, and the investment gamut.

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