Christopher Carosa, CTFA

Plan Sponsors Need To Prepare This Way To Conduct A Safe 401k Zoom Meeting

Much, if not all, of the Zoom hacking could have been prevented if the meeting hosts had just followed a few common sense rules. They start with before you even set up the meeting.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/10/20

Not-Quite-Dead(yet)lines, fiduciary Tomorrowland, and old & new…

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Retirement Plan Pros Speak Out on CARES Act From a Fiduciary Perspective

This isn’t free money. It comes at a price. Many naïve folks might be salivating at the prospect of releasing these big bucks from the prison of their retirement plan… until they read the fine print.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/3/20

Who CARES? Sheltering in place, and market-based ping pong.

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How Do 401k Plan Sponsors Administer the Plan From Home?

What’s the biggest challenge for those responsible for administrating their company’s 401k plan while working from home? How is that challenge best overcome?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/27/20

New stimulus bill’s impact on retirement plans, do you or don’t you “trust,” and the sun rises in the east on fees.

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How Can a 401k Plan Sponsor Continue to Contribute to a Quarantined Employee’s 401k Account?

When doing what’s in the best interests of the employees takes on an entirely new meaning.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/20/20

What’s not yet important, what totally unimportant, and what is important right now (but not for the reason you think).

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