Christopher Carosa, CTFA
What Trump vs. Biden Means to 401k Plan Sponsors and the Typical Plan Fiduciary
Before you start to panic, take a deep breath and relax. The retirement savings industry is an aircraft carrier. It can’t turn on a dime.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/23/20
Compliance odds and ends, a real fiduciary issue (that you don’t know about), and why are investment articles increasingly about products, not actual investments?
5 Big Overlooked Fiduciary Errors 401k Plan Sponsors Are Making Right Now
Sometimes when you try your best, you still miss something important. And that could be the most dangerous miss you make.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/16/20
Which movie are you watching, Fiduciary Dark Side, and an alternative twist.
Why Are We Seeing So Little Being Written About 401k Fees Now?
Today, the understanding of conflict-of-interest fees goes well beyond plan sponsors. Individual investors also understand how they can act as a better fiduciary for their own personal investments.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/9/20
A SECURE Update, Back to the “Fee”Ture, and an Interesting Investing Twist
401k Plan Sponsors and Fiduciaries Should Use This Innovative Approach to Employee Education
If you are responsible for 401k participant education or in any form of employee-based financial literacy program, you may want to adopt methods used by others who teach adults.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/2/20
The problem with defined benefits, 2020 Frankel Prize awarded, and stale investor news.
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