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Posts From Christopher Carosa, CTFA
Post IRS, can DC be trusted with Fiduciary? Meanwhile, pop culture tries to define Fiduciary as there appears to be something strange brewing in the markets.
Star Trek’s Fiduciary Rule: The needs of the many (or the client) outweigh the needs of the one (or the fiduciary).
Will small businesses punt 401k plans? How Fiduciary Advocates can fight back. Coming Soon: The Revenge of the Market.
Let’s recognize the researchers, scholars, policymakers, regulators and tireless advocates who work to advance fiduciary principles.
A rising market leads to sunshine, happiness and the comforting feeling that everything will be all right. Read this if you’re not fooled into complacency.
As bad a some industry players are, it’s always caveat emptor. Both plan sponsors, in their role as fiduciaries, and 401k investors must assume personal responsible and be accountable for their own retirement.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/31/13
The week reveals the sometimes uncomfortable truth about fees, fiduciary and fixed income.