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Posts From Christopher Carosa, CTFA

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/19/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/19/16

Public pension follies, the fog of the fiduciary war, and those college lawsuits might just surprise you – but not for reasons you think.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/12/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/12/16

Fiduciary freedom, colleges getting schooled on fees, and the virtue of investing patience.

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A 401k Fiduciary Must Know Where Gamification Fails in Encouraging Retirement Savings

    A 401k Fiduciary Must Know Where Gamification Fails in Encouraging Retirement Savings

If companies using on-line retirement tools aren’t careful, they may just be allowing class action attorneys the opportunity to use the courts to further refine what it means to breach one’s fiduciary duty.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/5/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/5/16

Dire prediction for Social Security, when it rains it pours (for fees), and two sides of the same investment coin.

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The Three Biggest Mistakes Retirement Savers Make During Down Markets

    The Three Biggest Mistakes Retirement Savers Make During Down Markets

It is critically important that retirement savers make a long-term game plan for their savings and investing strategy.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/29/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/29/16

Insane compliance, a whole new fiduciary world, and bad news for index funds

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401k Fiduciary Alert: Regulators Targeting 12b-1 Fees, Is Revenue Sharing Far Behind?

    401k Fiduciary Alert: Regulators Targeting 12b-1 Fees, Is Revenue Sharing Far Behind?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/22/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/22/16

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Exclusive Interview with Michael Kitces: DOL Fiduciary Rule a “Pivotal Moment”

    Exclusive Interview with Michael Kitces: DOL Fiduciary Rule a “Pivotal Moment”

“The SEC systematically failed to enforce for the past two decades, and now the DOL has by necessity forced the issue.”

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