Fiduciary News

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Posts From Christopher Carosa, CTFA

Exclusive Interview: Frontline Producer Explains Controversial 401k Documentary – The Good

If they only stayed on the straight and narrow path, they would have proved their point.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/26/13

PBS’ Frontline Retirement Gamble fallout, falling fees, and soon to be falling bonds prices.

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Has SEC Unfairly Rigged Its Fiduciary Questionnaire?

The SEC is asking “how do we constrain fiduciary” instead of the other way around.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/19/13

Industry slams Obama Retirement Tax Plan, the coming Fiduciary Showdown and back to the old normal regarding investments.

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The 2 Least Understood Investment Rules that Most Hurt 401k Investors

Why do so many common sense notions fail to work in the investment world?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/12/13

Do you really own your retirement money? Prohibit non-fiduciaries from using term “advisor”? More target date fund troubles?

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3 (Bad) Reasons 401k Investors are Over-Cautious

It’s a sad world where “safety first” has the opposite effect.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/5/13

Do we need to re-educate policy makers on the concept of the Ponzi Scheme? IRA Rollovers – Good or Bad? Are Advisers charging too little?

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5 Fiduciary Facts the DOL Wants Every 401k Plan Sponsor to Know

If maintaining fiduciary due diligence were easy, they wouldn’t publish a list like this.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/29/13

Stockton Pension Bankruptcy a Harbinger? DOL’s Fiduciary Rule Racist? Fees Reality About to Hit 401k Plan Sponsors?

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