Fiduciary News

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Posts From Christopher Carosa, CTFA

The Big 401k Fiduciary Question: Target Date or Target Risk?

Maybe marketing isn’t all that it’s cracked up to be – at least when it comes to the best interests of retirement savers.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/8/15

The Illinois time bomb ticks once more, fiduciary confusion, and the problem with passive.

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What does Retirement Plan “Best Interests” Really Mean for the 401k and IRA Fiduciary?

There are good examples of “best interests” and bad examples of “best interests,” but the ugly truth is we won’t know the practical definition of “best interests” until the courts decide.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/1/15

Government retirement plan takeover progressing in drips, an interesting fee conundrum and fiduciary fisticuffs.

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How to Improve 401k Participant Fee Disclosure

    How to Improve 401k Participant Fee Disclosure

They say less is more, and nowhere is that more true than in 401k participant fee disclosure.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/24/15

Fiduciary battle begins, investment product problems, and retirement confidence rises.

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Exclusive Interview: PSCA Chair Stephen W. McCaffrey Sees Challenges in Legislative Attempts “to ‘Fix’ an Un-Broken System”

What currently much discussed 401k “need” was successfully fought by the PSCA in the 1950s?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/17/15

DOL’s Fiduciary Flop, fee focus and investment oddities.

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Top Ten Reasons Why 401k Participant Fee Disclosure Hurts Employees’ Retirement Prospects

If fee disclosure is a disease, education is the cure.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 4/10/15

IRS tries hard, fiduciary home stretch, and 12b-1 fees in the doghouse.

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