Fiduciary News

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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/27/15

Nationalizing retirement? Fudging Fiduciary? Revenue Shearing (no, that’s not a typo).

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12b-1 Fees/Revenue Sharing Add to 401k Plan Sponsor Fiduciary Liability Woes

In some distant future, what fossilized evidence of poor judgment will come back to haunt unsuspecting 401k plan sponsors.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/20/15

Regulators all in, the fall of 12b-1 fees and why do we keep talking about investments?

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Exclusive Interview: Gabe Zichermann on How Game-like Techniques Can Motivate Behavior

    Exclusive Interview: Gabe Zichermann on How Game-like Techniques Can Motivate Behavior

If a game has a purpose, is it still a game? If it makes saving for retirement fun, who can ever complain?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/13/15

Pension Ponzi redux, Fiduciary feud growing louder, and the sudden rediscovery of the evils of 12b-1 fees.

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Fred Reish Unravels Washington Regs and Explains 401k Plan Sponsor Fiduciary Liability

Things in the news aren’t as they seem, but that doesn’t mean they’re not as they seem.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/6/15

Ponzi Public Pensions, Fiduciary Battles, and Fee Discord.

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The Best Way Plan Sponsors Should Pay Fees for 401k Fiduciary Advice

Someone who visits the doctor for a regular check-up pays more than someone who doesn’t. Guess which one is healthier.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/27/15

The pension implosion, the fiduciary explosion and retirement plan fee corrosion.

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Obama Fires Fiduciary Starter Pistol to Mixed Reviews

When a reputed home run hitter with such a pronounced track record of striking out wants to join your team, what do you do?

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