Christopher Carosa, CTFA
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/8/20
Who CARES? Same old same old fee problems, and the return of active investing.
What Can 401k Plan Sponsors Do to Discourage Unnecessary Premature Retirement Plan Withdrawals?
The good news is 401k plan sponsors don’t need to treat this as a solo act. They’ve already got a team of hired hands to help them.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/1/20
Social Insecurity, 12b-1 follies, and “For the Long Run”
How Can 401k Plan Sponsors Better Shield 401k Participants From External Fraud?
Plan sponsors – or, more specifically, the companies plan participants work for – may be placing employees in a far greater cyber-vulnerable position than they realize.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/24/20
Social Security problems(?), more fee suits, and an investment hodge podge.
Here’s How The 401k Fiduciary Dispels The “This Is Retirement?” Corona-Quarantine Fear
Many see the quarantine as a test run for retirement. There are those who view this “test run” and say they never want to retire. How do you dissuade them of this notion that they’re practicing retirement right now?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/17/20
More relief, fiduciary wasteland, and making the same fee mistakes.
Plan Sponsors Need To Prepare This Way To Conduct A Safe 401k Zoom Meeting
Much, if not all, of the Zoom hacking could have been prevented if the meeting hosts had just followed a few common sense rules. They start with before you even set up the meeting.
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