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Posts From Christopher Carosa, CTFA

Is It A Bad Thing That ERISA Killed The Pension Plan?

    Is It A Bad Thing That ERISA Killed The Pension Plan?

ERISA, it turns out, was only the first in the one-two punch that made it difficult for private companies to justify offering pensions.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/15/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/15/24

What everyone talks about, what nobody talks about, and what people should stop talking about.

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The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

    The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/8/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/8/24

Kill the 401k chorus, Danger Will Robinson! and There is no alternative to the tried and true.

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Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

    Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

Since actively managed funds have lagged index funds, does this case put their continued use in ERISA plans at risk?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/1/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/1/24

Retirement plan evolution, Admiral Ackbar, and getting what you pay for.

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Should The American Airlines ESG Fiduciary Case Be Dismissed?

    Should The American Airlines ESG Fiduciary Case Be Dismissed?

On the face of it, American Airlines seemed to follow its documented process. So, what did the company do wrong?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/23/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/23/24

Compliance nits, more sniping at the Fiduciary Rule, and is AI the new ESG?

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These Classic Movies (Unknowingly?) Promote The Fiduciary Standard

    These Classic Movies (Unknowingly?) Promote The Fiduciary Standard

It seems like each decade produces a major box office hit that exudes fiduciary. This whole “best interest” thing seems to have caught on in Tinseltown. More recent movies have added a good dose of the “honesty” part of fiduciary.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/16/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/16/24

The real way to save Social Security, nothing is real, and stranger things.

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