FiduciaryNews

Posts From Christopher Carosa, CTFA

White House Retirement Plan Budget Proposal Buzz Fizzles Flat with Experienced Pros

    White House Retirement Plan Budget Proposal Buzz Fizzles Flat with Experienced Pros

Solving a political meme does not solve the problem.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/29/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/29/16

Misplaced credit, Fiduciary Rule submitted, and more fee suits.

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Retirement Planning Using Return Assumptions vs. Return Requirements – A Fiduciary Perspective

    Retirement Planning Using Return Assumptions vs. Return Requirements – A Fiduciary Perspective

The evolution towards more effective retirement planning is already underway, and many fiduciaries are breathing a sigh of relief because of it.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/22/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/22/16

Bad State retirement plans, Fiduciary Rule’s a comin’ (oh yeah), and zigging investments when you should be zagging.

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Exclusive Interview with Roger Wohlner

    Exclusive Interview with Roger Wohlner

Popular financial blogger offers thoughts on issues important to financial professionals.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/15/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/15/16

The State in Flux, “Fiduciary” as product, and 12b-1 redux.

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3 Rules for Retirement Savers During Falling Markets

    3 Rules for Retirement Savers During Falling Markets

Why disciplined retirement savers benefit from falling markets.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/8/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/8/16

Insanity, Trying, and “Annuity Season”

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401k Plan Sponsors Shift from Investment Focus to Emphasizing Retirement Readiness

    401k Plan Sponsors Shift from Investment Focus to Emphasizing Retirement Readiness

Is the industry up to the task of leading the charge towards retirement readiness?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/1/16

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/1/16

Truth revealed when no one is reading, much ado about fiduciary nothing, and silly talk for the silly investment season.

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