Christopher Carosa, CTFA
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/27/15
Nationalizing retirement? Fudging Fiduciary? Revenue Shearing (no, that’s not a typo).
12b-1 Fees/Revenue Sharing Add to 401k Plan Sponsor Fiduciary Liability Woes
In some distant future, what fossilized evidence of poor judgment will come back to haunt unsuspecting 401k plan sponsors.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/20/15
Regulators all in, the fall of 12b-1 fees and why do we keep talking about investments?
Exclusive Interview: Gabe Zichermann on How Game-like Techniques Can Motivate Behavior
If a game has a purpose, is it still a game? If it makes saving for retirement fun, who can ever complain?
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/13/15
Pension Ponzi redux, Fiduciary feud growing louder, and the sudden rediscovery of the evils of 12b-1 fees.
Fred Reish Unravels Washington Regs and Explains 401k Plan Sponsor Fiduciary Liability
Things in the news aren’t as they seem, but that doesn’t mean they’re not as they seem.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/6/15
Ponzi Public Pensions, Fiduciary Battles, and Fee Discord.
The Best Way Plan Sponsors Should Pay Fees for 401k Fiduciary Advice
Someone who visits the doctor for a regular check-up pays more than someone who doesn’t. Guess which one is healthier.
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