FiduciaryNews

Posts From Christopher Carosa, CTFA

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/29/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/29/20

Anti-Social Security, at least they showed up, and adding a new twist.

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The Road to Vainglory: How Modern Portfolio Theory Went Viral

    The Road to Vainglory: How Modern Portfolio Theory Went Viral

Ultimately, if you want to protect yourself and others from making simple mistakes, you must embrace the sin that first birthed those missteps.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/22/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/22/20

Regulatory de ja vu, ESG real or not, and Target Date what?

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This Is How We Rescued Retirement Savings From The 401k Frankenstein Created By An Infatuation With The ‘Style Box’

    This Is How We Rescued Retirement Savings From The 401k Frankenstein Created By An Infatuation With The ‘Style Box’

The proliferation of investment options promised participants a plug-and-play plan. In the process, it created a 401k Frankenstein monster of a mess.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/15/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/15/20

Regulatory rumblings, fiduciary smarts, and overcoming investing behavior.

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Will COVID-Related 401k Plan Shrinkages Push Companies to Pooled or State Solutions?

    Will COVID-Related 401k Plan Shrinkages Push Companies to Pooled or State Solutions?

Unless state-sponsored efforts can defy the stultifying reality of any political process, they are unlikely to pivot fast enough to overcome the fast-paced offerings coming from these private sector offerings.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/8/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/8/20

Who CARES? Same old same old fee problems, and the return of active investing.

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What Can 401k Plan Sponsors Do to Discourage Unnecessary Premature Retirement Plan Withdrawals?

    What Can 401k Plan Sponsors Do to Discourage Unnecessary Premature Retirement Plan Withdrawals?

The good news is 401k plan sponsors don’t need to treat this as a solo act. They’ve already got a team of hired hands to help them.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/1/20

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/1/20

Social Insecurity, 12b-1 follies, and “For the Long Run”

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How Can 401k Plan Sponsors Better Shield 401k Participants From External Fraud?

    How Can 401k Plan Sponsors Better Shield 401k Participants From External Fraud?

Plan sponsors – or, more specifically, the companies plan participants work for – may be placing employees in a far greater cyber-vulnerable position than they realize.

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