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Posts From Christopher Carosa, CTFA

Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 1/7/11

The major media tries to say something on the industry and falls flat. Meanwhile, the industry journalists write about things that matter, but only insiders read.

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Should What DOL’s New Regs Reveal about Most Widely Held 401k Mutual Funds Worry Plan Sponsors?

The question remains: Do the new DOL mutual fund reporting requirements merely add to the worries of 401k plan sponsors?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 12/31/10

An otherwise quiet news week produces a flurry of stories on one single under-reported issue: coincidence or not?

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The Five Most Widely Read Fiduciary News Stories in 2010 (Part II of II)

Does the most widely read Fiduciary News story in 2010 reflect a latent concern among 401k fiduciaries or does is represent an eerie omen?

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Top Ten Most Widely Read Fiduciary News Stories in 2010 (Part I of II)

If you’ve been floating in space for the past twelve months, have no fear as these articles are the ones you most want to read to catch up on the happenings of 2010.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 12/24/10

For a slow news week a surprising number of hard-hitting news articles.

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Will DOL’s New Mutual Fund Fee Disclosures Mislead 401k Investors?

“What is intended to help participants, may hurt them as their decisions are driven by confusion and data overload.”

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DOL’s New Performance Reporting Requirements: A Boon or a Risk to the 401k Fiduciary?

The DOL’s new requirements offer some good and some bad news. The question is do the benefits of the good offset the dangers of the bad? Discover both in this article.

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A Fiduciary Test Drive of New DOL Fee Chart Using Top 401k Funds

Here’s your chance to see a real example of the new DOL 401k Disclosure Rule in practice. Complete with links to vital DOL documents.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 12/17/10

Is this the week that signaled the beginning of the bond bubble bust? What ETFs need to be a game changer. Why can’t brokers survive serving smaller clients while advisers don’t have any problem? A new twist in the pension problem surfaces.

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