Fiduciary News

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Posts From Christopher Carosa, CTFA

The Whole Truth: What the Fiduciary Duty of Good Faith Means to Investors

A fiduciary must reveal everything, both the good and the bad.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/14/12

An excellent example of why you should never get your 401k news from the mass media, Bogle bungles Fiduciary Standard last stand, DOL issues participant fee guidance and more.

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How Walt Disney Showed Us What the Fiduciary Duty of Loyalty Means to Investors

Everything you need to know about a fiduciary’s Duty of Loyalty you can learn by watching Old Yeller.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/7/12

Fiduciary makes a comeback, the cure for fee apathy, retirement stats and more!

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Three Outside-the-Box Tips for 401k Plan Sponsors

Some may be shocked, but smart fiduciaries already know the truth behind these outlandish tips.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/31/12

Eastwooding 401k fee disclosure, the folly of fiduciary harmonization and “Why are we still talking about investments?”

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Why the Fiduciary Standard Can’t Live in Harmony

Is the call for “harmonizing” the SEC and DOL versions of the fiduciary standard merely a ruse to thwart the entire effort?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/24/12

The Pension Plan NIMBY, putting the Fiduciary Standard in a compromising position and reinterpreting Fee Disclosure based on personal interests.

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Yale Study: A Few Extra Words Can Make a Major Difference for 401k Investors

Employees base their decisions – both good and bad – on even the smallest cues, and that only increases 401k plan sponsor fiduciary liability.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/17/12

Will coming pension crisis rival S&L crisis? Will market decide fiduciary standard? Why you can’t rely on mass media for 401k fee info and more…

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