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Posts From Christopher Carosa, CTFA

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

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

Year end prep, Robo-Fiduciary? and opportunities/risks.

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These Five Developments Dramatically Changed the Retirement Fiduciary World in 2016

    These Five Developments Dramatically Changed the Retirement Fiduciary World in 2016

In a year that was marked with uncertainty, the biggest development of 2016 might be that it just didn’t matter.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/9/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/9/16

Retirement policy crossroads, the long good bye of fiduciary, and functional redundancy.

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“Houston, the Fiduciary Has Landed.” Where Does “Fiduciary” Go From Here?

    “Houston, the Fiduciary Has Landed.” Where Does “Fiduciary” Go From Here?

Yes, the DOL exposed the folly of treating tax-deferred vs. taxable accounts differently, but the real issue remains that “advisers” and “advisors” are not held to the same regulatory standard. With or without the current DOL Rule, this is the vital question that needs to be answered.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/2/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/2/16

Millennial-Centric Retirement Policy, Fiduciary by any other name, and Why the latest Fiduciary Rule fee move shouldn’t surprise you.

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Do State-Run Retirement Plans Breach Fiduciary Duty?

    Do State-Run Retirement Plans Breach Fiduciary Duty?

Exempting government officials from the same fiduciary standards imposed on private providers places retirement savers at undo risk.

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