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Posts From Christopher Carosa, CTFA

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/17/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/17/23

Crypto crypt keepers, IRA fiduciary mess, and investment basics

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401k Experts Believe These Are The Most Critical Fiduciary Priorities

    401k Experts Believe These Are The Most Critical Fiduciary Priorities

Not only do you need to watch the place that holds all the money, you need to watch the pipeline that feeds the money there.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/10/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/10/23

Risks, retirement, and retiring.

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Can Cost Trump Your Fiduciary Duty?

    Can Cost Trump Your Fiduciary Duty?

If a fiduciary feels carrying out legal duties entails a high cost, there is an acceptable strategy for dealing with this, but the fiduciary must execute it before the client signs the contract.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/03/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/03/23

Never-ending SECURE 2.0, fiduciary promises, and Every Stockpicker Groans.

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Have The DOL’s Fiduciary Efforts Made Things Worse?

    Have The DOL’s Fiduciary Efforts Made Things Worse?

Let’s not just blame certification providers. Government agencies responsible for monitoring and enforcement are also responsible for market confusion and the dilution of the “fiduciary” standard.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/27/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/27/23

The Compliance Avalanche, dead horses coming back to life, and terms you should know better than.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/20/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/20/23

Pension questions, annuity fiduciary liability questions, and the return of fee questions in the most unlikely of places.

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401k Plan Sponsor Fiduciary Fears Differ From Retirement Advisers Concerns

    401k Plan Sponsor Fiduciary Fears Differ From Retirement Advisers Concerns

Documentation, due diligence, and other formal compliance matters are critical to reducing the fiduciary liability of 401k plan sponsors. But ultimately, they are responsible for safeguarding the assets of plan participants.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/13/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/13/23

A helping hand, rewarding honesty, and the emperor has no clothes.

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