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Posts From Christopher Carosa, CTFA

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/18/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/18/20

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5 401k Participant Savings Strategies That Are More Effective Than Projected Income Disclosure

    5 401k Participant Savings Strategies That Are More Effective Than Projected Income Disclosure

All these strategies can be employed today and have proven themselves effective. It’s unclear that disclosing projected retirement income will provide the kind of incentive that will work.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/11/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/11/20

Ping Pong regs, competing fiduciary views, and revenue sharing (again).

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To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary

    To Vote Or Not To Vote, That Is The Proxy Question For The Retirement Plan Fiduciary

If a fiduciary must vote proxies, following the DOL’s guidance may represent the most practical alternative.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/4/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/4/20

DOL Battens the Hatches, FiduciaryFightin’ Words, and, Oh, Bother…

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Reframe 401k Participant Education To Stop Stressing Risk And Start Emphasizing Goals

    Reframe 401k Participant Education To Stop Stressing Risk And Start Emphasizing Goals

It’s fun to talk about “risk” and “return” because these are measurables and people are comfortable with the tangible world. But none of that touches upon what really matters. Worse, it can distract you from achieving what you want most.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/28/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/28/20

Over the target, does it matter, and back to the future.

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So You Want to Be a Pooled Plan Provider? The DOL Just Issued the Rule Telling You How to Do It. This is What You’ll Learn at the 2020 401k MEP/PEP Conference

    So You Want to Be a Pooled Plan Provider? The DOL Just Issued the Rule Telling You How to Do It.  This is What You’ll Learn at the 2020 401k MEP/PEP Conference

Reports say the DOL expects 3,200 registered PPPs when PEPs become effective next January. Do you expect to be one of them, or will you be working for someone else?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/21/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/21/20

A busy DOL, still with the 12b-1 fees, and the young and no longer stockless.

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Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu

    Why It Might Be Time To Mix Up The Line Up In The 401k Investment Menu

Most 401k investment menus retain the “style box” mentality of the 1990s. Who doesn’t have a kitchen from the 1990s that they don’t want to remodel? Your 401k investment menu is no different.

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