Christopher Carosa, CTFA
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/5/20
Pension problems redux, Fiduciary Rule redux, and 1929 redux.
Plan Sponsors Have This Fiduciary Duty to Structure 401k Plans to Reduce the Harm Market Inefficiencies Pose to Plan Participants
Despite the better intentions of finance professors a generation ago, the market regularly fails the efficiency test. The scary reality is not a question of what degree of market inefficiency exists, it’s that market inefficiency exists at all. And that can harm investors.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/29/20
Anti-Social Security, at least they showed up, and adding a new twist.
The Road to Vainglory: How Modern Portfolio Theory Went Viral
Ultimately, if you want to protect yourself and others from making simple mistakes, you must embrace the sin that first birthed those missteps.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/22/20
Regulatory de ja vu, ESG real or not, and Target Date what?
This Is How We Rescued Retirement Savings From The 401k Frankenstein Created By An Infatuation With The ‘Style Box’
The proliferation of investment options promised participants a plug-and-play plan. In the process, it created a 401k Frankenstein monster of a mess.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/15/20
Regulatory rumblings, fiduciary smarts, and overcoming investing behavior.
Will COVID-Related 401k Plan Shrinkages Push Companies to Pooled or State Solutions?
Unless state-sponsored efforts can defy the stultifying reality of any political process, they are unlikely to pivot fast enough to overcome the fast-paced offerings coming from these private sector offerings.
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