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Posts From Christopher Carosa, CTFA

What Every 401k Fiduciary Should Know About Target Date Funds

While one might ask why it took this product 50 years to become popular, a better question might be why had the product failed to spark much interest during those decades.

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A Hidden Fiduciary Liability for Plan Sponsors: The Five Most Critical Problems with Target Date Funds

These vast unknowns inherent with Target Date Funds have perhaps created a new fiduciary liability where none previously existed.

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401k Plan Sponsor Lament: Are Target Date Funds the Edsel of the Mutual Fund Industry?

“I selected the Target Date Funds to reduce my fiduciary liability. Are you telling me this actually raises my fiduciary liability?” The panel merely looked at each other and laughed.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/10/10

What happened while you were taking Labor Day week off – whether to see the beach or to catch up on your busy workload?

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Celebrate 401k Day! Exclusive Interview with PSCA’s Robert Benish

With all the bad investment news in the media, have plan sponsors neglected this positive development?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/3/10

From the Edsel of the mutual fund industry to the “do they really expect us to believe this” of the Fiduciary Standard war to a series of decisions in fiduciary lawsuits, discover the past weeks trending topics.

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Exclusive Interview: PlanSponsor’s Nevin Adams Says Plan Sponsors not Focused on Same Issues as Advisers & Regulators “Too Few 401k Plans” Annuities “Not Viable”

I wish we’d spend a tenth of the time we spend indoctrinating our kids about drug use and sex helping them understand the basics of money and investing.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 8/27/10

Too busy for last week’s news? Here’s a quick synopsis of the major news events and trends impacting the ERISA plan fiduciary.

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New White Paper Reveals 3 Greatest Fiduciary Liability Threats to 401k Plan Sponsors

The current economic setting only heightens fiduciary liability. Last year, the DOL logged more than 4.5 corrected violations per business day. With aggressive litigators using technology to sniff out these violators and others, what’s a 401k plan sponsor to do?

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SEC’s 12(b)-1 Proposal: Does It Actually Increase 401k Fiduciary Liability?

Fiduciary News interviews an industry spokesman, who, on the condition of anonymity, shares a shocking point in the SEC 12b-1 proposal that has, to date, failed to receive the media coverage one might expect.

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