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Posts From Christopher Carosa, CTFA

5 Top Education Topics 401k Plan Sponsors Need To Ask About But Don’t

    5 Top Education Topics 401k Plan Sponsors Need To Ask About But Don’t

There’s always something new under the sun, and that means there’s always educational topics 401k plan sponsors should be asking about but aren’t. Hopefully, this list will inspire more curiosity and lead to better informed employees.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/28/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/28/19

Compliance basics, fiduciary reg irrelevance, and belly up to the investment bar.

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Exclusive Interview: Robert R. Johnson Says Cryptocurrency “Laughable,” Won’t End Well

    Exclusive Interview: Robert R. Johnson Says Cryptocurrency “Laughable,” Won’t End Well

The height of absurdity was in 2017, when Long Island Ice Tea Corp changed its name to Long Blockchain Corp and its shares soared.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/21/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/21/19

Ascending States, Conflicts in Paradise, and Unicorns and Rainbows.

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A Fiduciary Approach to Alternative Investments: Friend or Fad?

    A Fiduciary Approach to Alternative Investments: Friend or Fad?

But is that a chance a fiduciary should take with someone else’s money? The answer is so obvious the question should not have to be asked.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/14/19

SECURE, BI, and 3% fees!

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A Fiduciary Must Confront The Fears and Fads of Market Cycles

    A Fiduciary Must Confront The Fears and Fads of Market Cycles

A good fiduciary must keep a level head and know when emotions drive investors. After all, if they’re not careful, emotion will drive investors right off the cliff.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/7/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/7/19

SEC’s best interest, ERISA’s fiduciary, and through the floor on fees.

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The Fiduciary Duty to Investigate Conflicts-of-Interests with “Zero” and “Negative” Fee Funds

    The Fiduciary Duty to Investigate Conflicts-of-Interests with “Zero” and “Negative” Fee Funds

Whatever the future holds, we live in a present where there is no such thing as a free lunch; thus, the basic notion of caveat emptor continues to hold true.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/31/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/31/19

Waiting for the Senate and a Fiduciary guessing game.

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