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Posts From Christopher Carosa, CTFA

401k Fee Disclosure: What 6 Months Tells Us

A warning is not the same as protection.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/7/12

Black Helicopters circling your 401k and regulation: The Good, the Bad and the Ugly

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Why 401k Plan Sponsors (and Investors) are Going Back to the Future

Do the answers 401k investors seek lie in its past?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/30/12

Washington mulls killing the 401k, misinterpreting Fee Disclosure and its back to the future for 401k options.

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Will Fiscal Cliff Deal Harm 401k Investors?

Either way, messing with the tax code will hurt current and future retirees.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/23/12

DOL about to bring down the hammer? Are costs a red herring? and other retirement worries.

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The Choice 401k Investors Must Make Before They Choose

The most important element of 401k education.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/16/12

Will retirees pay for Washington’s fiscal mismanagement? Has pinning the fiduciary onus on plan sponsors been the wrong approach all along? And more…

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A How-To Guide: Investing Using the Total Return Method or the Assigned Asset Method

In music, you start at the very beginning. With investment goals, you start at the very end.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/9/12

The unfortunate truth behind why traditional pensions failed, why Bogle might be hurting the fiduciary cause and why fee disclosure hasn’t worked.

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