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Posts From Christopher Carosa, CTFA

Exclusive Interview: David Huntley Explains Fees Just One Component of Value

“Price (fees) are a component of value. There are many other components that make up value and the relative weight will vary from plan to plan.”

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

Social Ponzi Scheme Security, DOL delays, and active ascends.

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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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