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Posts From Christopher Carosa, CTFA

Why The 401k Fiduciary Can No Longer Remain Apathetic Concerning PEPs

    Why The 401k Fiduciary Can No Longer Remain Apathetic Concerning PEPs

You might think you can ignore PEPs. And you might be in for a surprise.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/19/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/19/21

Government-sponsored retirement, fiduciary lives for another day, and a new king of Wall Street.

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Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage”

    Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage”

Long industry veteran tells it like it is. How will his comments change your thoughts on these important subjects?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/12/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/12/21

Regulatory Reset, Fiduciary Status Quo, and the Investment Unknown

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Fixable Obstacles IRA Fiduciaries Must Confront Right Now

    Fixable Obstacles IRA Fiduciaries Must Confront Right Now

Astute fiduciaries understand this danger. They can proactively head off turbulence before the waters get particularly bad.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/5/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/5/21

Changes coming at the DOL, changes coming at the SEC, and changes coming in the market.

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The Fiduciary Perils of Selling Short

    The Fiduciary Perils of Selling Short

As you’ll see in a moment, there are situations when it does make sense to sell short that are consistent with one’s fiduciary duty. Still, the dangers are there and it’s best to proceed into this financial minefield only with the most expert of advice.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/29/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/29/21

Pensions vs. 401ks, fiduciary, it’s all in the name, and the end of index funds?

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3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP

    3 Reasons Companies Should Ditch Their Stand-Alone 401k And Join A 401k PEP

In the end, though, you must remember the PEP is brand new. Not all offerings will offer the same advantages. Some may be designed specifically to forego one advantage to emphasize another.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/22/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/22/21

Regulations Changing, Fiduciary Stagnating, and Goals-a-Go-Go.

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