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Posts From Christopher Carosa, CTFA

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/20/15

Public pension SNAFU, fiduciary change of venue, and the revenge of the investor.

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Exclusive Interview: Brian Hamburger Says Private Industry Converging on Fiduciary Solution Ahead of Regulators

Why the investment adviser industry wants to mimic American, but not British, doctors.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/13/15

Fiduciary fisticuffs, fee vengeance and why investments just don’t matter.

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Are Target Date Funds a Ticking Time Bomb?

Like lemmings to the sea, retirement savers default to a controversial product.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/6/15

The politics of envy, fiduciary irony and “Investment choices? We don’t need no stink’ investment choices!”

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Investing vs. Saving – Why the 401k Fiduciary Must Emphasize Only One

On the Road to Success, discovering the critical steps is often more important than the length of your stride.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/30/15

Retirement policy Dark Horse, protesting the Fiduciary Rule too much and bond funds (and their ilk) have a license to kill retirement savings.

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“How-to” Guidelines to Follow When Creating 401k Plan Benchmarks

Just because something is measurable doesn’t mean it’s relevant.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/23/15

Unexpected silence, a leaked memo, and crazy investing ideas.

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Exclusive Interview: Christopher Carosa Explains 2 Ways Hey! What’s My Number? Can Increase the Odds Retirement Savers Will Retire in Comfort

Answers to the questions you’ve all been asking these past six years.

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The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.
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