Education
Whether you’re a fiduciary responsible for keeping up to date or one who wants to provide education to beneficiaries, this section provides easy to understand instruction and ideas to accomplish your task.
By Christopher Carosa, CTFA | January 26, 2012
Want to know some real, reliable and independent sources of 401k benchmarking data? Read on.
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Posted in Education | Tagged 401k Averages Book, BrightScope, David Huntley, Fee Disclosure Rule, fi360, fiduciary, Fiduciary Solutions, Mike Alfred, Profit Sharing Council of America Annual Survey, Rich Lynch
By Christopher Carosa, CTFA | November 3, 2011
Two easy actions to take right now to give 401k investors a better chance to achieve their retirement goals.
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Posted in Education | Tagged 401k, 4th Deadly Sin, 7 Deadly Sins, Benartzi, Better Investing, Citizen Kane, diversification, DOL, ERISA, Investor, Orson Welles, Overdiversification, Thaler
By Christopher Carosa, CTFA | November 1, 2011
A lurking liability within the bowels of the DOL safe harbor provision, prudence demands 401k plan sponsors cannot overlook this Deadly Sin.
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Posted in Education | Tagged 401k, 4th Deadly Sin, 7 Deadly Sins, Bill Staton, Confucius, DOL, Fiduciary Responsibility, Gotham Capital, Joel Greenblatt, Louis Lowenstein, Overdiversification, Richard Brealey
By Christopher Carosa, CTFA | October 26, 2011
It took finance professors more than half a century to conclude what a 1956 Elvis chart-topper told us in 2 minutes and 33 seconds.
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Posted in Education | Tagged 4th Deadly Sin, 7 Deadly Sins, Al Suqaier, Al Zuyud, Archer, Chung, diversification, Elton, Elvis, Evans, Fisher, Gruber, Lorie, Markowitz, Mayshar, Modern Portfolio Theory, Overdiversification, Portfolio Optimization, Presley, specific risk, Statman, systemic risk, Tole, unsystemic risk
