Fiduciary News

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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/21/14

Fiduciary steps forwards, more on fees and investments schminvestments

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Exclusive Interview: Quinn Curtis Reveals True Intent of the Curtis/Ayres 401k Fee Paper

The headlines may highlight “High Fees,” but the authors really want to change the court’s view of “fiduciary.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/7/14

Fiduciary Tango Continues, the 401k Fee Treasure Map and KISS Investing.

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These 7 Articles Help 401k Plan Sponsors Apply Fiduciary Principles to Build a 21st Century Plan

    These 7 Articles Help 401k Plan Sponsors Apply Fiduciary Principles to Build a 21st Century Plan

Do you think the nature of those interests have changed since the plan was originally created? Has plan design changed accordingly?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/7/14

IRA Rollover Worries, 401k fee misfire and ODing on indexing.

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Hit, Miss or Backfire? Controversial Ayres/Curtis 401k Fee Paper Claims Broad-Based Fiduciary Breach

Can a Swiss Cheese argument add any value to solving important issues that really exist?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/28/14

SEC Clueless, fumbling fee professors back and investment option risk.

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What Every 401k Plan Sponsor and Fiduciary Should Disclose to Employees: How to Retire a Millionaire (Hint: It’s Easier Than You Think)

They say they best way to learn is by teaching. Here’s something you can teach your kids that will help you.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/21/14

Meaningful Compliance enforcement? SEC suddenly has issues with fees? and, Why are the Young so stupid?

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Exclusive Interview: Treasury Senior Advisor Mark Iwry Explains the Early History of the 401k and Where We Might be Heading

The DOL might get all the press, but the IRS has played – and continues to play – a significant role in the evolution of the 401k.

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