Fiduciary News

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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/30/13

It’s Big Guv vs. Big Guv on bankrupt cities’ public employee pensions, real fiduciary split interests and time for active investing to shine?

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Do Common Benchmarks Mislead the 401k Fiduciary?

Regulators tend to focus on the measurable, not the meaningful. What may or may not have relevance in the court of law speaks volumes in the court of common sense.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/23/13

DC messin’ with the retirement hood, solving the fiduciary debate and more bad ideas for 401k investment options.

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Exclusive Interview with Fred Reish: 401k Plan Sponsors Who Fail to Properly Evaluate Fees “at Risk”

“High” fees are not necessarily “bad” fees, and plan sponsors who don’t know why this is so may be in for some trouble.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/16/13

Failing to learn from retirement plan history, fiduciary soap opera continues and making investment options messier.

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Should 401k Plan Sponsors Ban Risk Tolerance Questionnaires?

Exposed as misleading as early as 1999, should 401k plan sponsors continue to risk increasing their fiduciary liability by condoning their use?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/9/13

Why government can’t solve retirement/investing problems, false fee fallout and bonds start bursting.

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What is an Appropriate Fee that a 401k Plan Should Pay?

It’s an answer everyone is searching for – and it just might surprise you.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/2/13

Pension Run Amok! Fiduciary in the Fast Lane (Not!) and relearning investments.

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Compounding: The 401k Equivalent of Cruise Control

Tax-deferred compounding is the retirement saver’s silent partner on the journey to retirement success.

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