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Posts From Christopher Carosa, CTFA

Does The New Fiduciary Rule Really ‘Level The Playing Field’?

    Does The New Fiduciary Rule Really ‘Level The Playing Field’?

For all the good intentions, however, what will happen when the rubber finally meets the road? Will the new DOL Fiduciary Rule really level the playing field?

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The Impact Of New Fiduciary Rule On 401k Plan Sponsors

    The Impact Of New Fiduciary Rule On 401k Plan Sponsors

Here’s where the greatest controversy of the new Rule, as with its predecessors, comes to a head.

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Exclusive Interview: Dr. Peter C. Earle Answers Whether Index Funds Are Too Much Of A Good Thing

    Exclusive Interview: Dr. Peter C. Earle Answers Whether Index Funds Are Too Much Of A Good Thing

“This lack of active involvement could lead to inefficiencies, reduced liquidity, and potential market instability, as prices may not accurately reflect the underlying value of securities.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/29/24

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Weeks Ending 3/29/24

Ridiculous regulators, revving up the Fiduciary Rule, and emerging investment patterns.

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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.

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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.

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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.

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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.

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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.

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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.

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