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Posts From Christopher Carosa, CTFA
401k risk capacity implementation boosts satisfaction. Learn how fiduciaries ensure ERISA compliance with data-driven advice.
The key is embedding quantitative prompts inside onboarding experiences so participants perceive personalization while fiduciaries collect the data they actually need.
401k risk capacity trumps tolerance to avoid ERISA lawsuits. Learn prudent fiduciary strategies for participant advice.
Risk capacity anchors 401k advice in hard data—income stability, net worth, liquidity, and retirement timeline. Unlike tolerance, which shifts with market moods, capacity reflects what participants can afford to lose, aligning with ERISA’s fiduciary duties.
401k AI advice tools risk bias, breaches. Learn how fiduciaries ensure ERISA compliance with oversight.
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For fiduciaries, the comparison process must go deeper than surface-level performance. Yield is important, but transparency, diversification, and liquidity provisions matter just as much.
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