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Posts From Christopher Carosa, CTFA

Exclusive Video Interview: Ted Benna One-on-One

Benna expertly explains why small businesses face nearly insurmountable obstacles when it comes to establishing a 401k, America’s preferred retirement savings vehicle. He then shows how to re-frame existing retirement plan vehicles in a way that small business owners and employees will find more appealing.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/15/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/15/17

Derisking pensions, Morningstar wants “Clean” fees, and irrational investing.

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Social Security – A Promise Breaking?

    Social Security – A Promise Breaking?

While Social Security is not going “bankrupt,” it’s clear it will have to change in both a fundamental and disruptive way.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/8/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/8/17

You may have thought Labor Day week was a quiet week… and you may have been right.

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Did the 401k Really Kill the Pension Plan?

    Did the 401k Really Kill the Pension Plan?

In this retirement plan version of the game “Who Killed Cock Robin?” we can identify three macroeconomic trends that slayed the pension plan, once the giant among all retirement plans. But, where does the 401k fit in?

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The Rise and Demise of Corporate Pension Plans

    The Rise and Demise of Corporate Pension Plans

Despite those imagined rosy memories, actual history shows, with a few notable exceptions, pensions were never as universal or as lucrative as imagined.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/1/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/1/17

State pension implosion, a regulation without teeth, and the fee-value correlation.

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5 Reasons Why Roth Plans are More Popular with Millennials than Baby Boomers

    5 Reasons Why Roth Plans are More Popular with Millennials than Baby Boomers

The traditional lifestyle arc, along with the traditional career arc, may push millennials away from Roth style savings later in life.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/25/17

State-run wrongs, advice vs. sales, and the consequences of fee compression.

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The True Legacy of Ben Franklin’s Last Will and Testament

    The True Legacy of Ben Franklin’s Last Will and Testament

Why did Philadelphia’s fund grow slower than Boston? Davis says, “If they had been invested for the same time at the same rate, there would be no difference, so it would appear that Philly got lower returns on funds invested than Boston.”

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