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Posts From Christopher Carosa, CTFA

Exclusive Interview: Skip Schweiss Says Public Today “Much More Aware” of Need to Work With Fiduciary

    Exclusive Interview: Skip Schweiss Says Public Today “Much More Aware” of Need to Work With Fiduciary

“Surveys show about half of investors don’t know how much they’re paying for advice, and about one in six think they pay nothing.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/15/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/15/19

Live long(er) and prosper?, quiet fronts, and investment envy.

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The 5 Biggest Worries of 401k Plan Sponsors and What To Do About Them

    The 5 Biggest Worries of 401k Plan Sponsors and What To Do About Them

When you’re not an expert in an important job that you need done, what do you do?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/8/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/8/19

Free to fail in retirement, fee irony, and investment theory… stinks.

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How to Address Top Fiduciary Issues for Trade Associations Sponsoring 401k MEPs

    How to Address Top Fiduciary Issues for Trade Associations Sponsoring 401k MEPs

It appears all but certain the floodgates will soon open wide, unleashing a torrent of trade association sponsored 401k MEPs. If you’re looking for the trigger that will open those floodgates, here’s what you should be paying attention to.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/1/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/1/19

BI Bets, Fiduciary Redux, and not your father’s investment advice.

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Fiduciary Lessons from Ken Fisher Fallout

    Fiduciary Lessons from Ken Fisher Fallout

Therein lies the conundrum. In the current environment, it may be far easier to overlook the failure to meet benchmarks with adequate consistency than it is to ignore the du jour ad hoc definition of woke.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/25/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/25/19

MEPs, Saving Trees, and Fee vs. “Fee”

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401k Plan Sponsors’ Fiduciary Obligation to Former Employees

    401k Plan Sponsors’ Fiduciary Obligation to Former Employees

Not being able to easily monitor how former employees apply these tools, however, can increase the fiduciary liability of plan sponsors.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/18/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/18/19

IRS opines on MEP Rules, EBSA reorganizes, and TDFs take a whacking.

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