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Posts From Christopher Carosa, CTFA

Did ‘Financial Wellness’ Really Ever Have The Buzz In The First Place?

    Did ‘Financial Wellness’ Really Ever Have The Buzz In The First Place?

Perhaps it’s time to cut the cord of “financial wellness” and take your tonic of financial reality. Accept the schoolmarm for the discipline she brings, because that remains the most honest way to the riches of a satisfying retirement.

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Exclusive Interview: Ron Surz Opines on the ‘Big 3’ and ‘The Next 401k Scandal’

    Exclusive Interview: Ron Surz Opines on the ‘Big 3’ and ‘The Next 401k Scandal’

Why are there two kinds of Target Date Funds and why does that doom this particular group of people saving for retirement in their company’s 401k plan?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/16/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/16/21

Social Security news, broadening the definition of Fiduciary, and a little bit about a lot of investing topics.

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The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now

    The Top 5 Tactics 401k Plan Sponsors Are Failing To Take Full Advantage Of Right Now

Plan sponsors can benefit from motivated employees, and the 401k plan is a tool to achieve this motivation. What precisely can plan sponsors offer in addition to the usual company match to make their 401k plan more enticing, more attractive, more motivating?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/9/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/9/21

ERISA claims, IRAs, and hidden fees.

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5 Factors to Retirement Independence 401k Plan Participants Overlook

    5 Factors to Retirement Independence 401k Plan Participants Overlook

Perhaps 401k plan sponsors should also focus plan participants’ attention on these 5 overlooked factors the can thwart their ability to attain the freedom of financial independence.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/2/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/2/21

Fiduciary rollovers, 12b-1 follies, and investment fads.

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401k Plans And Inflation – What Can (And Should) A Plan Sponsor Fiduciary Do?

    401k Plans And Inflation – What Can (And Should) A Plan Sponsor Fiduciary Do?

Today, many 401k plan participants have their retirement savings on “set-it-and-forget-it” autopilot. In a low inflationary environment, that might be OK. However, when the pendulum swings back towards inflation, this can leave them ill-prepared. What, exactly, can a 401k plan sponsor do within its fiduciary capacity to help plan participants incorporate inflation into their retirement planning calculus?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/25/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/25/21

It’s coming, 50 shades of fiduciary, and asking old questions.

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Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used?

    Taking a Fiduciary Holistic Approach: How Can 401k Participant Data Be Used?

Despite this, 401k plan sponsors can better protect their employees, even when it comes to personal data, because that data is only acquired within the context of the service provider’s relationship to the plan.

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