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Posts From Christopher Carosa, CTFA

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

The reason for financial illiteracy, AOL match backlash and more MyRA mush.

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New Research Suggests Why It’s Hard to Sell Annuities to ERISA Plan Participants

A forthcoming paper gives some hints on how to make annuities more appealing.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/7/14

DOL gets tough, Fiduciary Gridlock a blessing? and Good Investment advice.

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Ten Reasons Retirement Experts Want You to Say “No” to MyRA

Ten reasons and the ten most feared words.

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Finance Industry Pros: MyRA Misses The Point

Right problem, wrong solution.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/31/14

Find out the ten most feared words.

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Bad News Bonds Could Increase 401k Fiduciary Liability

What can 401k plan sponsors do to help prevent employees from getting hurt by the coming bond crash.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/24/14

DOL aims its sites, is the brokerage model going extinct? and the problems with bonds

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Exclusive Interview with Investor Advocate Kathleen McBride: SIFMA Seeks to Protect Business Model Where Client Serves Broker, Not the Fiduciary Model Where the Broker Protects the Client

“There’s a relatively simple solution to this. Eliminate the broker-dealer exemptions and the ERISA exceptions.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/17/14

Regulators warn, fiduciary fades and making the same old investment mistakes.

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