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Posts From Christopher Carosa, CTFA

Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/26/10

Some surprises of shoddy reporting in what might normally be considered a quiet week. And some good reporting, too.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/19/10

Join us in giving thanks to all the news that 401k plans generate. There’s a special gem this week – maybe a hint at how the SEC will rule on the fiduciary standard.

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New Study Explains Why the 401k Match FAILs

Pre-publication draft of new study sheds new light on the value – or lack thereof – of 401k matching and participant education. In a Fiduciary News exclusive, one of the study’s authors suggests a solution.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/12/10

An expected study reveals ETFs may be more dangerous than originally thought – and the nearly trillion dollar industry tries to shoot holes in it. Meanwhile, are we taking a giant step backward in reforming 12b-1 fees and the fiduciary standard?

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Will 401k Plan Sponsors Wonder: Doth the 12b-1 Industry Protest Too Much?

Was a major financial professional organization covering up some important data in their comment letter to the SEC? Or is the industry’s 401k defense of 12b-1 fees much ado about nothing?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 11/5/10

If you’ve come to Fiduciary News for the water, then this week’s trending topics is just for you. It starts with a whole list of bad investment ideas, includes the continuing dilemma of pensions and a fiduciary fight and ends with a future issue.

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ETF Innovations: Good (or Bad) for ERISA Plan Sponsors?

These popular product have become more accessible even as they are evolving. What’s that mean to retirement plan sponsors?

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Top 10 Reasons 401k Plan Sponsors Fear ETFs Not Ready For Primetime

With even insiders questioning their appropriateness, it’s easy to understand why 401k plan sponsors continue to feel uncomfortable with ETFs. What exactly did these experts say?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/29/10

If you give yourself some time to file an article you tend to be a little bit more thorough. It’s kinda like why “the fastest guns in the West” didn’t survive too long – they didn’t take the time to aim. This week’s news stories aimed well – and hit!

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Exclusive Interview with Stanford Professor Charles Lee: Why Fees May be Less Important to 401k Plan Sponsors

Professor Lee’s research exposes two myths that make it critical for 401k plan sponsors to fully vet all the relevant research as part of their standard due diligence process.

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