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Posts From Christopher Carosa, CTFA

10 Incredibly Easy Things a 401k Fiduciary Can Do to Increase Deferral Rates

Ten Tips to make those deferral rates soar!

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What is the Ideal Deferral Rate a 401k Fiduciary Should Ask Employees to Work Towards?

To dream the impossible dream requires, first, that you dream.

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What is the 401k Average Deferral Rate?

The answer is all across the board – and, believe it or not, there’s a good reason for that.

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How (and Why) the 401k Fiduciary Should Act to Increase Employee Deferral Rates

We pay the monthly rent in dollars, not a percentage of our salary, so why doesn’t the industry speak of deferral rates in terms of real dollars instead of percentages?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/20/14

Fiduciary Facts, Fee Faux Pas and Ignorant Investing

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Exclusive Interview: Ron Surz Says Regulators Can’t Solve Target Date Fund Problems

“Advisers should be very scared of being implicated in the lawsuits that will happen.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/13/14

Government butting in, Fonz as Fiduciary and the clash of the investing theory titans.

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Has the 401k Fiduciary Unknowingly Put Employees in Peril?

If 401k plan sponsors have failed to update both their plan menu options and their education program to this new paradigm, they may have unknowingly placed their employees in peril.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/6/14

Government teases, the court squeezes and history repeatses.

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Why Every 401k Fiduciary Should Redefine Risk as What Happens When You Miss Your Goal

Volatility simply can’t be used to measure risk because it contains components both of risk and reward. Here’s a better way to measure true investor peril.

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