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Posts From Christopher Carosa, CTFA

How Does Embedding Retirement Income Into A Target Date Fund Work?

    How Does Embedding Retirement Income Into A Target Date Fund Work?

It’s not just plan sponsors and plan participants that need convincing. The entire retirement plan infrastructure must also get on board. That doesn’t mean the hurdles can’t be overcome.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/22/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/22/21

Fiduciary do and fiduciary don’t, and market worries galore.

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Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

    Should A 401k Plan Sponsor Take On The Additional Fiduciary Liability Associated With Retirees?

The decision to retain and service company retirees appears (at first blush at least) to be a no-brainer. But that includes a very important assumption.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/15/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/15/21

Inflation’s upside, acronym’s rule, and it’s easy being green.

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Do 401k Plan Sponsor Have Fiduciary Responsibilities For Employees In Retirement?

    Do 401k Plan Sponsor Have Fiduciary Responsibilities For Employees In Retirement?

If you think the web of fiduciary duties is complex in a 401k plan that focuses on getting employees to save for retirement, imagine how much more intricate it becomes if the plan also has to cater to retired employees.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/8/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/8/21

Happy Columbus Day! Set sail for fiduciary lands far away as regulators threaten to rock the boat. But be careful or else you might fall off the edge!

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Is Allowing Bitcoin in Retirement Accounts Dangerous For The 401k Plan Fiduciary?

    Is Allowing Bitcoin in Retirement Accounts Dangerous For The 401k Plan Fiduciary?

It’s not a simple matter of flipping a switch and allowing cryptocurrencies in plans. Because these are alternative investments, the plan sponsor will need to learn enough about them to make an informed decision.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/1/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/1/21

Justice delayed, justice demanded, and justice delimited.

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3 Key Concerns 401k Plan Sponsors Want To Address Continually

    3 Key Concerns 401k Plan Sponsors Want To Address Continually

Fad topics come and go be a certain set of 401k concerns remain the same. What are they and why do they motivate plan sponsors?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/24/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/24/21

Compliance hodgepodge, faux fiduciary surprise, and the fee song remains the same.

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