Christopher Carosa, CTFA
The Hidden Danger of Over-Diversification: Why 401k Plan Sponsors Must Demand Fiduciary Advisers Teach Employees When Too Much is Too Much
The bottom-line is employees may be setting themselves up not only for failure, but for a costly failure. This is why it’s vitally important for employees to understand more than just the simple objective and class of the mutual funds they own.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/30/19
Poly potpourri, reframing fiduciary, and learning from investment history.
Did Business Roundtable Just Break a Fiduciary Oath?
The prevailing consensus has been corporate executives work for their owners (i.e., shareholders). That all changed on August 19, 2019. What are the fiduciary implications?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/23/19
Everything Old is New Again, Double Fiduciary Trouble, and Looking for Mr. GoodFee.
What Do Most 401k Plan Sponsors Use: a 3(38) or a 3(21) Adviser?
If you think this evolution is amazing, just wait until you see what changes come about once the 401kMEP starts ramping up.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/16/19
Regulators’ mixed blessing, say it ain’t so, Abagail, and do you feel better now?
How Many Small Business Owners Accidentally Trap Themselves with This Treacherous 401k Fiduciary Conflict?
It may not immediately strike small business owners that they may not have complete control or access to their own retirement assets that sit within the company plan they sponsor. After reading this, they may have second thoughts about taking any unvetted actions.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/9/19
The other MEP, the Empire State strikes back, and away we go!
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