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Posts From Christopher Carosa, CTFA

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/19/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/19/21

State-run retirement lemmings, changing scenes, and ESG,& HSA & RMD, oh my!

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Why Is There No Consensus On What ‘ESG’ Means?

    Why Is There No Consensus On What ‘ESG’ Means?

It is the world we inhabit right now. Your company is good for the world because you say so. And no one can legitimately argue with your feelings.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/12/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/12/21

Regulartory ping pong, the average fee, and alchemy or investing?

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Fiduciary Fear And Loathing In The World Of ERISA

    Fiduciary Fear And Loathing In The World Of ERISA

Thoughtleaders with the veteran experience to sift through the noise and separate the wheat of solid trends from the chaff of tiresome fads. Accurately discerning between the two can mean the difference between long-term sustainability and irretrievably sunk costs.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/5/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/5/21

State Retirement Mandate Redux, the Return of the 12b-1 Monster, and Changes Past & Future

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The 401k Fiduciary Dilemma: More Participation Or More Savings?

    The 401k Fiduciary Dilemma: More Participation Or More Savings?

The mistaken promise of participation may have an all-too-familiar ring to corporate retirement plan veterans.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/26/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/26/21

Re: Retirement, it’s Reagan redux, plus ESG and asset allocation… How could you miss this?

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Why The 401k Fiduciary Can No Longer Remain Apathetic Concerning PEPs

    Why The 401k Fiduciary Can No Longer Remain Apathetic Concerning PEPs

You might think you can ignore PEPs. And you might be in for a surprise.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/19/21

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/19/21

Government-sponsored retirement, fiduciary lives for another day, and a new king of Wall Street.

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Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage”

    Exclusive Interview: Jack Towarnicky on HSAs, Sidecars, and 401k “Liquidity Without Leakage”

Long industry veteran tells it like it is. How will his comments change your thoughts on these important subjects?

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