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Posts From Christopher Carosa, CTFA

What Do You Think Of These Auto-Enrollment/Auto-Escalation Trends?

    What Do You Think Of These Auto-Enrollment/Auto-Escalation Trends?

Overall, nearly 1 in 5 companies still have not adopted auto-enrollment. There are common reasons why companies would not include auto-enrollment in their plans.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/23/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/23/23

More nothing, more, nothing, and nothing more.

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Extreme 401k Makeover: Here’s Why DC Guaranteed Income Is A Pipedream

    Extreme 401k Makeover: Here’s Why DC Guaranteed Income Is A Pipedream

So what if a few very high net savers end up with bigger retirement plans? Good for them. The point is to make it easier for more people to save more.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/16/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/16/23

Old vs. new thinking, the obvious answer, and quit complaining and start remembering.

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Five Forlorn 401k Flops To Forever Forsake

    Five Forlorn 401k Flops To Forever Forsake

This week is all about those wayward 401k features that are well beyond their expiration date. Careful, though. In the process, you’ll see what’s garbage to one is a work of art to another.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/9/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/9/23

Half and half is what you get. Some new compliance matters, but also an irritatingly old view that should have died a long time ago.

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Five Fast & Fabulous 401k Fixes

    Five Fast & Fabulous 401k Fixes

Well, if we’re thinking outside the box, why not go big? It turns out, retirement planning isn’t just about accumulating sources of future funds.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/2/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/2/23

Catastrophe, taking a break, and TIPS-e-canoe

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Five Favorite 401k Features We Can’t Live Without

    Five Favorite 401k Features We Can’t Live Without

This week we’ll be focusing on those favorite features as judged by the retirement plan professionals we interviewed. Don’t be surprised if over the next few weeks you discover that one provider’s treasure is another provider’s trash.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/26/23

Warnings from the Hill, waiting for Godot (again), and one step forward two steps back.

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