Fiduciary News

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Posts From Christopher Carosa, CTFA

The Easiest Way to Reduce Personal Fiduciary Liability for Plan Sponsors and Other Non-Professional Trustees

It’s the greatest cause of anxiety among plan sponsors, yet it’s so easy to address.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/12/12

Why are we still considering pensions, What ever happened to the Fiduciary Standard and What hath Fee Disclosure wrought?

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A 401k Must Read: Mutual Fund Expense Ratio Myth Busted

This may rock the world of the unsuspecting. Fasten your seatbelts before proceeding.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/5/12

Pensions running low, regulatory enforcement running high and a suggestion that would make Voltaire happy.

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What’s a Fair Fee to Pay a Fiduciary

When it comes to fees, abide these 3 rules of thumb.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/28/12

Are we doomed to repeat past retirement plan mistakes? Is the Fiduciary Standard this easy? Ongoing fee disclosure confusion and bad news for popular 401k investments (and their investors).

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Mom – The Practically Perfect Picture of a Fiduciary

How would your mother explain your investment options to you?

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How CarFax Can Help 401k Plan Sponsors and Investors

Are financial professionals the new Joe Isuzu?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/21/12

Why you should always take the money and run, always listen to dad and never believe what you read in the papers.

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Why Nobody Likes Stinky Pete: What Conflict-of-Interest Means to Investors

Some prospectors will sell you out for an ounce of gold.

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