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Posts From Christopher Carosa, CTFA

FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/3/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/3/17

Retirement policy tide turning? Fiduciary “journalism”? and Does value trump fees?

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10 Reasons Why It’s Better to Rollover Your 401k into an IRA

    10 Reasons Why It’s Better to Rollover Your 401k into an IRA

There are any number of reasons to get your money out of an old employer’s 401k plan. Here are 10 of them.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/27/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/27/17

“Fiduciary” means “Forever,” you can’t take back “Forever” and risk takers/followers.

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Industry Veterans Answer: Shall We Praise the 401k or Bury It?

    Industry Veterans Answer: Shall We Praise the 401k or Bury It?

Are we burying the 401k to dredge up the rotted carcass of an extinct notion, or are we burying it as we bury a seed, to feed it, to nurture it, so it may grow into a mighty tree that bears fruit when we need it.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/20/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/20/17

More on state-run retirement, Fiduciary Rules Final Breath, and, who know, its was never about preventing conflict-of-interest fees at all.

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Exclusive Interview with Wade Pfau: Distribution Strategy Just as Important as Savings

    Exclusive Interview with Wade Pfau: Distribution Strategy Just as Important as Savings

Oft-quoted professor Pfau also says you can’t turn back fiduciary, Rule or No Rule, and there’s still no easy way to compare reverse mortgage options.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/13/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/13/17

MyRA replay, Fiduciary FAQ, and Aiming for TDFs.

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Why aren’t 401k Plan Sponsors and Participants Asking These Questions?

    Why aren’t 401k Plan Sponsors and Participants Asking These Questions?

Remember, it’s not what you know that’s important, it’s knowing that you don’t know what’s important that’s important.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/6/17

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/6/17

Fiduciary life lessons, more fee woes, and fixed income needs a fix.

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The #1 Retirement Saving Goal for Teens and Children and the Most Useful Strategy to Get There

    The #1 Retirement Saving Goal for Teens and Children and the Most Useful Strategy to Get There

“Nothing is more in the best interest of the child. The judicious carrot of spending, when managed properly, actually instills a strong sense of and desire to save and, ironically, not spend.”

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