Fiduciary News

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Posts From Christopher Carosa, CTFA

Are TDFs A Ticking Time Bomb For The 401k Fiduciary?

    Are TDFs A Ticking Time Bomb For The 401k Fiduciary?

There might be a there, there. It could be that TDFs have an Achilles’ Heel that leaves them vulnerable.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/22

Inflation did this and you won’t believe what they’re saying about investment markets now.

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How Might Employers Help Retiring Employees Learn To Earn Extra Income Post-Retirement?

    How Might Employers Help Retiring Employees Learn To Earn Extra Income Post-Retirement?

While retirees and near-retirees may be considering starting a small side business, many don’t have any entrepreneurial experience. How might they find answers to the questions they have?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/14/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/14/22

Inflation did this and why (and when) neither “Fiduciary” nor fees matter.

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10 Questions Those 50+ Are Asking Right Now About Their 401k Retirement Savings Account

    10 Questions Those 50+ Are Asking Right Now About Their 401k Retirement Savings Account

If you’re over fifty, that gold watch gleams closer and closer. You start thinking. You start wondering. You start asking questions.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/7/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/7/22

Is this the retirement solution, why is everyone talking about investing all of the sudden, and what’s the latest on ERISA court cases?

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401k Plan Sponsor Fiduciary Question: Is ESG an Investment Strategy, a Fad, or a Political Football?

    401k Plan Sponsor Fiduciary Question: Is ESG an Investment Strategy, a Fad, or a Political Football?

More worrisome to 401k plan sponsors is the potential demand for ESG investments on the part of plan participants who may be driven toward these investment products not for investment performance, but to “make a statement.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/30/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/30/22

Fiduciary redefined, fiduciary defined by fees, and investment history and the fiduciary.

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Top Issues (And Their Solutions) 401k Plan Sponsors Have With Plan Participants

    Top Issues (And Their Solutions) 401k Plan Sponsors Have With Plan Participants

To address this requires employers to do more than having a periodic “employee education” meeting. While these can help (see the previous article), more need to be done. Plan sponsors need to consider how they (and, more importantly, their service providers) deliver messages to plan participants.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/23/22

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 9/23/22

Lean news, business practice oddities, and baseball.

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