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Posts From Christopher Carosa, CTFA

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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I 💖 Fiduciary

    I 💖 Fiduciary

All kidding aside, Valentine’s Day is more than cards, candy, and Cupid. It’s about renewing a vow to treat each other with the highest fiduciary standard.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/9/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/9/24

401k joke, headline grabbing, and, are you one?

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The Irony Of Taxing 401k Plans To Save Social Security

    The Irony Of Taxing 401k Plans To Save Social Security

Worse, if the “alternatives” alluded to by the paper entail government backed programs like Social Security, this could have a debilitating impact on encouraging people to be responsible for funding their own retirement.

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

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

Lawfare vs. Regfare, fee irony, and 60/40 just won’t go away/

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401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs

    401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs

Plan sponsors need to think about it in these terms: Does it make sense to have a pork-belly ETF on a 401k investment menu? How about orange futures?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 1/26/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 1/26/24

Churning regulators, fiduciary costs, and nuthin’ from nuthin’

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