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Posts From Christopher Carosa, CTFA

Dr. Fear Factor: How 401k Fiduciaries Can Teach Participants To Stop Worrying And Love Volatility

    Dr. Fear Factor: How 401k Fiduciaries Can Teach Participants To Stop Worrying And Love Volatility

Advisors do more than plot portfolios. They calm nerves, making them frontline warriors against volatility panic, turning “what if” into “we’ve got this.”

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Can Dr. Fear Factor Cure 401k Volatility Phobia?

Plan sponsors: Empower 401k savers to face volatility with confidence—how-to here!

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Beyond Target Date Funds: How Tailored 401k Plan Design Strategies Keep Near-Retirees On The Right Path

    Beyond Target Date Funds: How Tailored 401k Plan Design Strategies Keep Near-Retirees On The Right Path

For ERISA fiduciaries, the challenge is clear: move beyond the default, and design a 401k plan that truly serves the diverse needs of its participants. In doing so, you not only safeguard retirement incomes but also reinforce the trust placed in you by those relying on your expertise.

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Is This Popular 401k Plan Design Failing Near-Retirees?

401k sponsors, optimize plans for near-retirees with custom strategies—read how!

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The 401k Advantage: Enhancing Recession Preparedness for Retirement Plans

    The 401k Advantage: Enhancing Recession Preparedness for Retirement Plans

As recessions become an inevitable part of the economic cycle, the responsibility of ERISA fiduciaries and 401k plan sponsors is clear. For plan sponsors, the answer lies in a proactive, hands-on approach. It’s about continuously reviewing plan design, investing in technology, and fostering a culture of financial literacy among participants.

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What’s The Secret To 401k Efficiency?

Do you know the secret to 401k efficiency, or do you only think you know the secret to 401k efficiency?

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How Efficiency Shapes 401k Plan Administration

    How Efficiency Shapes 401k Plan Administration

The promise of automation glitters like a golden ticket, but it’s not without its shadows.

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2025 Reader Survey: Are ERISA Fiduciaries Drowning in Rules or Dreaming of Robots?

    2025 Reader Survey: Are ERISA Fiduciaries Drowning in Rules or Dreaming of Robots?

So, reams of respondents spilled their guts: compliance is king, tech’s your knight, and referrals rule revenue (which make them your queen, but who plays the pawn in this game of fiduciary chess?).

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Will SECURE 3.0 Juice Up CITs, Or Just Pour Old Wine In A New Bottle?

    Will SECURE 3.0 Juice Up CITs, Or Just Pour Old Wine In A New Bottle?

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How SECURE 3.0 Could Reshape the 401k Fiduciary Regulatory Landscape—and Why That’s a Good Thing

    How SECURE 3.0 Could Reshape the 401k Fiduciary Regulatory Landscape—and Why That’s a Good Thing

The blend of traditional and modern retirement plan types could evolve further with SECURE 3.0.

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