These three tips may appear obvious, but you can immediately see why they are often ignored.
Posts From Christopher Carosa, CTFA
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Should you stay or should you go? The answer is so obvious you don’t have to ask your hairdresser to know for sure.
The rise of the 401k-hater, the devil in the fiduciary details, and bad investment ideas.
“Living longer is only part of the new old age – the desire and the market opportunity is how to enable living longer better.”
Killing 401ks, big fiduciary, and investing common nonsense.
Simply by eliminating all funds with commissions, 12b-1 fees, and revenue sharing from the 401k investment due diligence process can greatly reduce the fiduciary liability exposure to the plan sponsor.
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“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.”
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/1/16
Government fixin’s, Fiduciary High Noon, and Investment “Jack-in-the-Box.”