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Posts From Christopher Carosa, CTFA

Square Peg QLACs Can’t Seem to Fit in 401k Fiduciary Round Hole

    Square Peg QLACs Can’t Seem to Fit in 401k Fiduciary Round Hole

The numbers suggest the QLAC product isn’t quite ready for prime time.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/31/15

Ponzi pensions, states’ retirement rights and investing the wrong way.

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When Must a Fiduciary Just Say “No” to a Client?

When it comes to being a fiduciary, the customer is, most assuredly, not always right.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/24/15

The Great Government Retirement Grab, Fiduciary deadline ends (now the real show begins) and Fees – You can’t retire with them, you can’t retirement without them.

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Exclusive Interview: Academic Icon Roger Ibbotson says Rush to Regulate Inhibits Competitiveness

The creator of the industry data base standard Stocks, Bonds, Bills, and Inflation doesn’t hold back.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/17/15

SocSec redux? Fiduciary Opposite Day? Investing is hard, it’s harder if you’re stupid.

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Time for Naïve 401k Millennials Opting for “Safe” Investments to Stop Hurting Themselves

Why have these people failed to learn from history and what can be done to prevent them from hurting themselves?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/10/15

Son of Big Brother, Artificially flavored fiduciary, and products, not investments.

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These 7 Employee Concerns can Befuddle a 401k Plan Sponsor/Fiduciary

401k plan participant concerns come in three varieties: Those you know about and should do something about; Those you know about and shouldn’t do something about; and, Those you don’t know about and better do something about right now.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/3/15

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