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Posts From Christopher Carosa, CTFA

5 Major Advantages 401k Plans Have Over Pension Plans

    5 Major Advantages 401k Plans Have Over Pension Plans

For all the rose-colored eyes that have a created a legend flawless certitude concerning memories of a time that never existed, pension plans simply can’t measure up to 401k plans.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/22/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/22/24

More on Social Security, the new Fiduciary Rule, and tired investment ideas.

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Is It A Bad Thing That ERISA Killed The Pension Plan?

    Is It A Bad Thing That ERISA Killed The Pension Plan?

ERISA, it turns out, was only the first in the one-two punch that made it difficult for private companies to justify offering pensions.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/15/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/15/24

What everyone talks about, what nobody talks about, and what people should stop talking about.

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The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

    The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/8/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/8/24

Kill the 401k chorus, Danger Will Robinson! and There is no alternative to the tried and true.

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Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

    Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

Since actively managed funds have lagged index funds, does this case put their continued use in ERISA plans at risk?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/1/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/1/24

Retirement plan evolution, Admiral Ackbar, and getting what you pay for.

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Should The American Airlines ESG Fiduciary Case Be Dismissed?

    Should The American Airlines ESG Fiduciary Case Be Dismissed?

On the face of it, American Airlines seemed to follow its documented process. So, what did the company do wrong?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/23/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/23/24

Compliance nits, more sniping at the Fiduciary Rule, and is AI the new ESG?

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