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Posts From Christopher Carosa, CTFA

7 Tips Present Day Retirees Wished They Knew When They Were 24

    7 Tips Present Day Retirees Wished They Knew When They Were 24

If retirees could go back in time 50 years, this is what they’d want to know.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/9/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/9/15

The Camel’s Nose. the Faustian Fiduciary Bargain, and an Ode to the Annuity.

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DOL Fiduciary Rule as Proposed May Not Stop Investor Losses as Claimed

    DOL Fiduciary Rule as Proposed May Not Stop Investor Losses as Claimed

The DOL is poised to endorse the continued use of the very fees it claims are costing retirement savers billions per year.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/2/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 10/2/15

Punting Pensions, Uncovering Hidden Fees, and Investing Concerns.

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Are Plain-Vanilla 401k Investment Options a Fiduciary Imperative?

    Are Plain-Vanilla 401k Investment Options a Fiduciary Imperative?

Alts may be the all the rage, but are they really worth it?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/25/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/25/15

401k Works, Hidden Fee Bad, and Investor PTSD.

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Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About

    Exclusive Interview: Andrew Golden Reveals the Huge Fiduciary Conflict-of-Interest Nobody Talks About

Golden tells us how Swensen’s books have explained why a fiduciary cannot use a cookie-cutter approach.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/18/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/18/15

States Marching, Fees Leading, and What Does “Fiduciary” Matter, Anyway?

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Six Months Later and It’s Now Clear the Current DOL Fiduciary Proposal Worsens Investor Protections

    Six Months Later and It’s Now Clear the Current DOL Fiduciary Proposal Worsens Investor Protections

Is the DOL about to give brokers everything they want?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/11/15

    FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 9/11/15

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