Fiduciary News

Photo by Yan Krukau: https://www.pexels.com/photo/men-and-women-sitting-at-table-with-documents-7691730/Photo by nvision88 on Freeimages.comImage by Andrew Martin from PixabayPhoto by Chicago Cameraslinger on UnsplashPhoto by Photo Boards on UnsplashPhoto by Trường Trung Cấp Kinh Tế Du Lịch Thành Phố Hồ Chí Minh CET on Unsplash
Hosting an industry conference? Ask us about including it in this ticker.

Posts From Christopher Carosa, CTFA

5 Major Advantages 401k Plans Have Over Pension Plans

    5 Major Advantages 401k Plans Have Over Pension Plans

For all the rose-colored eyes that have a created a legend flawless certitude concerning memories of a time that never existed, pension plans simply can’t measure up to 401k plans.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/22/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/22/24

More on Social Security, the new Fiduciary Rule, and tired investment ideas.

0 comment Read Full Article

Is It A Bad Thing That ERISA Killed The Pension Plan?

    Is It A Bad Thing That ERISA Killed The Pension Plan?

ERISA, it turns out, was only the first in the one-two punch that made it difficult for private companies to justify offering pensions.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/15/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/15/24

What everyone talks about, what nobody talks about, and what people should stop talking about.

0 comment Read Full Article

The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

    The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/8/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/8/24

Kill the 401k chorus, Danger Will Robinson! and There is no alternative to the tried and true.

0 comment Read Full Article

Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

    Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

Since actively managed funds have lagged index funds, does this case put their continued use in ERISA plans at risk?

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/1/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/1/24

Retirement plan evolution, Admiral Ackbar, and getting what you pay for.

0 comment Read Full Article

Should The American Airlines ESG Fiduciary Case Be Dismissed?

    Should The American Airlines ESG Fiduciary Case Be Dismissed?

On the face of it, American Airlines seemed to follow its documented process. So, what did the company do wrong?

0 comment Read Full Article

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/23/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 2/23/24

Compliance nits, more sniping at the Fiduciary Rule, and is AI the new ESG?

0 comment Read Full Article

FiduciaryNews.com is sponsored by…

Order Your 401k Fiduciary Solutions book today!

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.
Skip to content