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Posts From Christopher Carosa, CTFA

QDIA Fiduciary Red Flags 401k Plan Sponsors Must Look Out For

    QDIA Fiduciary Red Flags 401k Plan Sponsors Must Look Out For

Do 401k plan sponsors know the fiduciary minefield they’re stepping into when they select a QDIA?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/10/16

Failing to learn from history, Fiduciary Rule shortcuts, and back to investing basics.

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The 9 Most Common Mistakes People make within 5 years of Retirement

    The 9 Most Common Mistakes People make within 5 years of Retirement

One of the greatest challenges for plan sponsors and all fiduciaries is to help retirement savers avoid these nine mistakes.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/3/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/3/16

Fiduciary suit, a fee Gotcha! and an indexing Oops!

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401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy

    401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy

It turns out it’s not a question of “either/or” but more of the interconnectedness of “Yin/Yang.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/27/16

A Multi-Pronged Fiduciary Attack, “Small” no longer “safe,” and grappling with the inevitable.

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Bogle: “New Fiduciary Rule is Just the Beginning”

    Bogle: “New Fiduciary Rule is Just the Beginning”

We hold these fiduciaries to be self-evident… This is not the beginning of the end, it is the end of the beginning…

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/16

Is it the end of the fiduciary era? Does fuzzy math hurt retirement savers? Does risk trump age?

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Exclusive Interview with Terrance Power: 401k MEPs Reduce Downside Risk for Company Execs

    Exclusive Interview with Terrance Power: 401k MEPs Reduce Downside Risk for Company Execs

“There is no upside for an employer doing everything perfectly with their retirement plan. The downside risk, however, can be huge. It’s a risk that just isn’t worth the employer taking.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/13/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/13/16

State-Run Mayhem, Fiduciary Second Thoughts, and Honest Investment Warnings.

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