Fiduciary News

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Posts From Christopher Carosa, CTFA

Retirement Plan Options for Small Business Owners

    Retirement Plan Options for Small Business Owners

“Small business owners really need to have a clear understanding of all the retirement plans… Finding the right strategy will help you grow your business and save for your retirement.”

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/26/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/26/16

Fiduciary dog fight, the final say on fees, and there’s no free investing lunch.

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Will Increased 401k Fee Scrutiny Trump DOL’s New Fiduciary Rule?

    Will Increased 401k Fee Scrutiny Trump DOL’s New Fiduciary Rule?

Fee Disclosure and class-action suits have been the one-two punch that has spurred interest in greater 401k fee scrutiny.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/19/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/19/16

Retirement rhetoric, relative fees, and the falling market exposes all.

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Exclusive Interview with Alicia Munnell: Auto-Enrollment Without Auto-Escalation Reduces Deferral Rates

    Exclusive Interview with Alicia Munnell: Auto-Enrollment Without Auto-Escalation Reduces Deferral Rates

Would a “Child IRA” be more successful with an associated government matching program?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/12/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/12/16

DC dissing retirement savers, can annuities survive Fiduciary Rule, and fee scrutiny changing 401k world,

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Fact or Fiction: Are Small to Mid-Sized Businesses Reluctant to Start 401k Plans?

    Fact or Fiction: Are Small to Mid-Sized Businesses Reluctant to Start 401k Plans?

Time constraints, compliance complexity, and costs impede the creation of 401k plans in smaller businesses.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/5/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/5/16

Real retirement plan solutions, a fiduciary user’s manual, and sage investment advice returns.

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White House Retirement Plan Budget Proposal Buzz Fizzles Flat with Experienced Pros

    White House Retirement Plan Budget Proposal Buzz Fizzles Flat with Experienced Pros

Solving a political meme does not solve the problem.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/29/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/29/16

Misplaced credit, Fiduciary Rule submitted, and more fee suits.

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