Fiduciary News

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Posts From Christopher Carosa, CTFA

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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New Study Reveals Three 401k Strategies More Important than Asset Allocation

Has the traditional 401k world – everything from how investments are sold to whether fees really matter – just turned on its head?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/10/12

Social Security reaches dour milestone while San Diego gets a thumbs up to punt its pension plan and a new meaning of fee disclosure.

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The Role and Responsibilities of the Individual Trustee

If this doesn’t scare you…

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/3/12

Government drives backwards, the ironic ineffectiveness of disclosure, the surprising problem with revenue sharing and why you shouldn’t trust anyone under 30 (when it comes to investing).

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