Christopher Carosa, CTFA
The 3 Most Critical Concerns of Small 401k Plan Sponsors
In the end, this all comes down to one final concern, and it’s one that is typically not even considered.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/20/20
A mix of compliance, fiduciary common sense, and investment waves.
Market Rotation Presents Opportunity For Urgent Retirement Saver Education
This is an all too common problem,… It’s important right now for 401k plan sponsors to urge their service providers to educate employees about it.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/13/20
The future is here, a snake in the grass, and what is this thing called “risk”?
Questions 401k Plan Sponsors Are Too Busy To Ask
Here’s something you don’t always see, but maybe you should.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/06/20
New beginnings, fiduciary class, and investment duty.
The DOL’s New Back To The Future “ESG” (a.k.a. “Fiduciary”) Rule
This has long been demanded of fiduciaries. Nearly two centuries ago in Harvard College v. Amory, the Massachusetts court promulgated what has become known as the “prudent man rule.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/30/20
Son of SECURE, new contribution limits, and an investing mess.
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