FiduciaryNews

Posts From Christopher Carosa, CTFA

Exclusive Interview with Wade Pfau: Distribution Strategy Just as Important as Savings

    Exclusive Interview with Wade Pfau: Distribution Strategy Just as Important as Savings

Oft-quoted professor Pfau also says you can’t turn back fiduciary, Rule or No Rule, and there’s still no easy way to compare reverse mortgage options.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/13/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/13/17

MyRA replay, Fiduciary FAQ, and Aiming for TDFs.

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Why aren’t 401k Plan Sponsors and Participants Asking These Questions?

    Why aren’t 401k Plan Sponsors and Participants Asking These Questions?

Remember, it’s not what you know that’s important, it’s knowing that you don’t know what’s important that’s important.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/6/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/6/17

Fiduciary life lessons, more fee woes, and fixed income needs a fix.

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The #1 Retirement Saving Goal for Teens and Children and the Most Useful Strategy to Get There

    The #1 Retirement Saving Goal for Teens and Children and the Most Useful Strategy to Get There

“Nothing is more in the best interest of the child. The judicious carrot of spending, when managed properly, actually instills a strong sense of and desire to save and, ironically, not spend.”

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What’s the #1 Retirement Saving Task based on Age Decade?

    What’s the #1 Retirement Saving Task based on Age Decade?

Only by focusing on these steps from the bottom up can the builder consistent construct homes of superior strength, durability, and functionality. How might one take the same approach with retirement?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/30/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/30/16

Government “Help,” Fiduciary 101 and Investing 101.

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401k Plan Sponsor and Fiduciary Top 10 All-Time Most Popular “Must-Read” Articles

    401k Plan Sponsor and Fiduciary Top 10 All-Time Most Popular “Must-Read” Articles

Do you know the greatest ongoing concerns of 401k plan sponsors and fiduciaries, or do you only think you know?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/23/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/23/16

Why not State Plans, fiduciary crowd-sourcing, and fee rewind.

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10 Most Read 2016 FiduciaryNews.com Articles for the 401k Plan Sponsor and Fiduciary

    10 Most Read 2016 FiduciaryNews.com Articles for the 401k Plan Sponsor and Fiduciary

Researchers have conducted many studies which show the “crowd” is often a better at predicting events than the usual experts we rely on.

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