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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/12/14

Fiduciary showdown, sneaky fees, and an investment “oops!”

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Why Longevity Annuities aren’t as Popular with 401k Fiduciaries as Regulators Think

If the product is so “pro-consumer” why are consumers not pro-product?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/5/14

Staying ahead of the tax collector, fiduciary why not? and Safety Last.

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5 Tasks Every 401k Fiduciary Must Do Right Now

Here’s a checklist that will make the lives of 401k plan sponsors much easier.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/28/14

Dumbest idea ever, fiduciary war! and investing truth.

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10 Insider Blogs Every 401k Plan Sponsor & Fiduciary Must Read (Part I)

If you were stranded on a desert island and only had enough internet capacity to read 10 blogs, you wouldn’t go wrong reading these.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/21/14

IRA crackdown, fiduciary put down and investment run down.

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Exclusive Interview: Don Trone Reveals 401k Plan Sponsors Want This Instead of a Fiduciary

Discover why “fiduciary” is the last word you want to bring up to 401k plan sponsors.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/14/14

Longevity mania, Zeno’s Fiduciary Paradox, and why fee disclosure doesn’t work (for the umpteenth time.

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3 Ways 401k Plan Sponsors Can Reduce Fiduciary Liability

The three standard flavors of ERISA fiduciary plus one special bonus.

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