Christopher Carosa, CTFA
7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 4th Deadly Sin – Overdiversification
You won’t find it in the dictionary but you’re likely to find it in every 401k plan.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/21/11
The pendulum again swings in favor of the fiduciary standard as the DOL threatens to come after service providers regarding questionable fees. In the meantime, the battle between Modern Portfolio Theory and Behavioral-based solutions gets hotter.
How Many Investment Options Should 401k Plan Sponsors Offer?
A better question: Why don’t enough 401k plan sponsors ask this important fiduciary question?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/14/11
Fees remain a hot topic, but maybe the worry should focus on the government. You won’t believe what it’s thinking about doing.
Study Reveals Five Factors That Help Lower 401k Fees
The ICI comes out with a study that makes it look easy, but what’s the catch?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/7/11
A flurry of a week that saw lawmakers go back to the future, the brokers get more than they bargained for and another good “teachable moment” for investing.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/30/11
Last week seemed a lot like 1968,… and not because mindless protesters were making the news.
3 More Ways 401k Plan Sponsors Can Help Employees Make Better Investment Decisions
New research suggests a better way to communicate critical investment information.
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