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Posts From Christopher Carosa, CTFA

Have Mutual Fund Rating Agencies Lost Their Mojo?

For retirement and retail investors alike, has Morningstar and its kin passed their collective “use by” date?

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

403(b) ills, a fiduciary stew and the return of investment performance.

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What Will 2013 Bring to the World of 401k?

Two experts feel we’re on the cusp of a major milestone, two experts don’t. You’re the tie-breaker. What do you believe?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/4/13

How the fiscal cliff impacts 401k plans and how to compare fees.

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2012’s Top 5 FiduciaryNews.com Stories

Read them to remember last year. Read them to predict the coming year.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/28/12

DOL Audit prep, investment advice and fiduciary liability and life without a fee disclosure guide.

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Most Popular FiduciaryNews.com Stories in 2012 – #10 to #6

Among them: A couple of “How-To,” two myth busters and one piece of sound advice.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/21/12

Coming Soon in 2013: The Great 401k Fight! Fiduciary Angst! and Death by Fees!

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Most Widely Read FiduciaryNews.com Stories in 2012 – Honorable Mention

Did 401k Plan Sponsors, Service Providers and even Industry Regulators underestimate the potential of these issues last year?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/14/12

More taxing threats, defining fiduciary down and the failure of fee disclosure.

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