Fiduciary News

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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/4/13

Gov problems not related to “shutdown,” SEC to water down Fiduciary Standard? and more investment follies

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Plan Sponsor Alert: Behavioral Finance Reframing Future of 401k

It’s clear behavioral finance and economics studies will continue to define the leading edge of 401k design and implementation.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/27/13

End near for pensions? Changing Fiduciary Duties and Ignoring Academic Investment Advice.

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Exclusive Interview with Phyllis C. Borzi: Why Plan Sponsors Shouldn’t Treat Their 401k Plans Like Cheap T-Shirts

Borzi: “…the average person would prefer to work with people who are legally required to provide unbiased investment advice and put the client’s interests first.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/20/13

Would you trust the gov with your retirement? Would you trust a non-fiduciary with your retirement? Would you trust someone who obscures fee disclosures with your retirement?

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How Investment Theory Explains 401k Plan Sponsors’ Evolving Fiduciary Duties

A three-ring circus might get you excited but, face it, would you rather spend time trying to solve Rubik’s Cube or eating wedding cake?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/13/13

Who really owns your retirement fund, Fiduciary Rule coming to a head and stupid investments.

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Fact or Fiction? Slaying the Myth of the 401k Tax Advantage Myth

It’s like winning the lottery. In exchange for getting money you wouldn’t have otherwise received, you’ll have to give some of it to Uncle Sam. Uncle Sam gets more taxes. You get more money. It’s a win-win!

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/6/13

More pension lies, to “Ayres” is human and Let’s Celebrate Fiduciary September!

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Retirement Readiness: The One True 401k Benchmark Every Fiduciary Should Measure

“The ultimate goal of a 401k plan is to maximize the participants’ retirement readiness.”

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