Fiduciary News

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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/21/13

Washington does its best to stymie the fiduciary standard while the free markets say otherwise and big pensions move to “all-index” in time to catch annual summer swoon.

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Exclusive Interview with fi360’s Blaine Aikin: Competitive Forces Favor Fiduciary Standard

Investors who understand the fiduciary standard demand it, and practitioners who fail to embrace it will find themselves at an increasingly competitive disadvantage.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/13

Regulators regulating, advocates advocating and sacrificing sacred cows.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/7/13

Would you trust the state with your 401k? Proof Fee Disclosure Failed and the Fiduciary battle rages on.

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Adding Categories: A Sample of a New and Improved 401k Investment Option Menu

How you can reduce choice without necessarily reducing choice.

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How Plan Sponsors Can Restructure a 401k Investment Menu to Increase Participation

The secret to successfully using behavior finance is to understand it, like the typical 401k participant, has nothing to do with investment theory.

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4 Proven Strategies to Reduce Choice Overload in 401k Plans

It’s one of the biggest problems in today’s retirement plans and – thanks to new research – one of the easiest to fix.

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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.

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401k Plan Sponsors: These 4 Steps Will Change the Retirement Lives of Your Employees

Success begins with a single step on a well-worn, proven path.

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