Fiduciary News

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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/8/13

Pension confusion, more fiduciary questions and fee-caps for 401k?

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Are 401k Plan Sponsors Poised to Cut a Popular Feature?

Company matching has long provided a turbo boost for employees saving in their 401k plans. With the advent of auto-enrollment, will such matching go the way of the once popular crossfire injection?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/1/13

DOL announces targets, a double fiduciary faux-pas? and the land of misfit investments.

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Coming Soon From a 401k Plan Sponsor Near You: A New and Improved Focus on Participant Education

Until communication education becomes generally accepted and standardized, it may be safer to rely on an Annual Education Program rather than an Education Policy Statement.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/25/13

Changes regs increase need for advisers, FINRA cries “Uncle” and a bullish sign?

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Exclusive Interview with Roger Wohlner: On Annuities, Target Date Funds and the Fiduciary Standard

“Studies have shown that the largest factor in determining the success level of retirement savers is their level of savings.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/18/13

California’s lesson, 401k fee backlash and more silly academic suggestions.

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401k Fiduciary Liability in a Multi-Vendor Environment

The best interests of the 401k participants will always trump convenience and cost.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/11/13

Gov Wants Your Retirement, Spirit of Fiduciary and are plan sponsors too patronizing when it comes to investments?

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Industry Thought-Leaders: 401k MEPs as Safe as Any Other 401k Plan

“MEPs are less susceptible thanks to their size and their often use of multiple providers.” “MEPs really are a great solution for employers, especially small employers.”

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