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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/11/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/11/15

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A Fiduciary Solution to the Social Security Problem

    A Fiduciary Solution to the Social Security Problem

Ultimately, to survive, Social Security must evolve into a defined contribution system and away from its current Ponzi Scheme structure.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/4/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/4/15

Camels, Clods, and Ostriches rule the week.

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A Growing Fiduciary Concern: Have “State-of-the-Art” Investment Menus Backfired?

    A Growing Fiduciary Concern: Have “State-of-the-Art” Investment Menus Backfired?

Keeping the investment option menu simple not only increases the odds employees will retire in comfort, it also helps reduce fiduciary liability for plan sponsors.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/28/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/28/15

Social Security turns 80, DOL messes up again, and will anyone ever get it right on mutual fund expense ratios?

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How Should a Fiduciary Treat Social Security in Retirement Planning – A Generational Overview

    How Should a Fiduciary Treat Social Security in Retirement Planning – A Generational Overview

Perhaps, when planning for retirement, self-security is more important than Social Security.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/21/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/21/15

Rethinking Retirement Policy, Fees that Matter, and Keeping Investment Simple.

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Exclusive Interview: Congressman Tom Marino says “Young Working Americans Can Get Excited About” Child IRA

    Exclusive Interview: Congressman Tom Marino says “Young Working Americans Can Get Excited About” Child IRA

In this amazing interview, each answer could write its own headline!

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/14/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/14/15

Social Security Birthday, Fiduciary Hearings, and Turning the Investing Tide.

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Summer Blockbusters: Movies that Teach Rights and Wrongs of Financial Literacy

    Summer Blockbusters: Movies that Teach Rights and Wrongs of Financial Literacy

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