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Posts From Christopher Carosa, CTFA

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/16

Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.

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The 9 Most Common Mistakes People make within 5 years of Retirement

    The 9 Most Common Mistakes People make within 5 years of Retirement

One of the greatest challenges for plan sponsors and all fiduciaries is to help retirement savers avoid these nine mistakes.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/3/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/3/16

Fiduciary suit, a fee Gotcha! and an indexing Oops!

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401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy

    401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy

It turns out it’s not a question of “either/or” but more of the interconnectedness of “Yin/Yang.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/16

A Multi-Pronged Fiduciary Attack, “Small” no longer “safe,” and grappling with the inevitable.

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Bogle: “New Fiduciary Rule is Just the Beginning”

    Bogle: “New Fiduciary Rule is Just the Beginning”

We hold these fiduciaries to be self-evident… This is not the beginning of the end, it is the end of the beginning…

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/16

Is it the end of the fiduciary era? Does fuzzy math hurt retirement savers? Does risk trump age?

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Exclusive Interview with Terrance Power: 401k MEPs Reduce Downside Risk for Company Execs

    Exclusive Interview with Terrance Power: 401k MEPs Reduce Downside Risk for Company Execs

“There is no upside for an employer doing everything perfectly with their retirement plan. The downside risk, however, can be huge. It’s a risk that just isn’t worth the employer taking.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/13/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/13/16

State-Run Mayhem, Fiduciary Second Thoughts, and Honest Investment Warnings.

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DOL Fiduciary Rule’s Conflict-of-Interest Split Personality

    DOL Fiduciary Rule’s Conflict-of-Interest Split Personality

The DOL’s new Rule both discourages and permits continued conflicts-of-interest.

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