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Posts From Christopher Carosa, CTFA

How Can 401k Plan Sponsors Best Prepare Employees For Post-Retirement Complexity?

    How Can 401k Plan Sponsors Best Prepare Employees For Post-Retirement Complexity?

This isn’t to say younger employees should be left out of this type of education altogether. They shouldn’t. It’s important the message is drip, drip, dripped from the beginning of the onboarding sequence.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/7/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/7/21

Social SECURE-ity, hidden fees? and the end of times.

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Here’s Why A Good Fiduciary Is Not Always 100% Invested In Equities

    Here’s Why A Good Fiduciary Is Not Always 100% Invested In Equities

While some may consider this heresy, the best option for a fiduciary managing a portfolio is to include a consistent percentage of assets outside the equity markets and in assets that preserve capital.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/30/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/30/21

IRA aplenty, fiduciary complainers, and an expectations problem?

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7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them

    7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them

Familiarity may breed contempt, but it also makes you sloppy. Do you know plan sponsors that have forgotten they need to address these matters?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/23/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/23/21

Rollover warning, Schrödinger’s fiduciary, and the stalled pendulum finally swings the other way.

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DOL Updates Fiduciary Rule Guidelines – What Changed?

    DOL Updates Fiduciary Rule Guidelines – What Changed?

Although the Rule appears to be directed primarily at service providers, plan sponsors still have a fiduciary duty to monitor plan compliance, and that includes complying with the demands of this new rule.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/16/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/16/21

Playing with regulatory fire, back to the fiduciary future, and investing as history, not science.

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Gamification Tips for 401k Education

    Gamification Tips for 401k Education

Before you scorn the use of badges, remember, the company match is the ultimate badge. If you meet a minimum savings goal, the company awards you a “badge” of a matching contribution.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/9/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/9/21

401k Bubble? 60’s redux? and Bonds blowing up?

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