Fiduciary News

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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/3/14

The continuing pension crisis, fiduciary disclosure and fees are back!

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Beyond Auto-Mania: The Future of 401k Plan Design

Dedicated and disciplined savings is the best way to insure a comfortable retirement, and, after all, isn’t that what it’s all about?

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Steps the 401k Fiduciary Can Take to Avoid Poor Plan Design

Perhaps we’ve learned choice isn’t all that it’s cracked up to be.

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Which Retirement Plan Fiduciary Most Drives 401k Plan Design

Over the decades, the role and standard of different types of service providers has shifted when it comes to plan design. But one thing remains constant.

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How Poor Plan Design Damages Retirement Readiness

Traditional 401k plan designs have demonstrated they actually discourage savings.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/26/14

IRAs score big time, you can’t ignore fiduciary and more silly investment ideas.

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Exclusive Interview: Knut Rostad says Fiduciary Debate “80% Political”; Advocates Out-Lobbied by Wall Street Opponents

“If we can’t explain to investors how they benefit from fiduciary advice, frankly, we don’t deserve their confidence, much less their business.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/19/14

Be wary of Washington Retirement “Fix,” Losing the Fiduciary Battle, and There are worse things than fees

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/12/14

Moving forward on fiduciary without the regulators, yet more fee “disclosure,” and schizophrenic investing

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