The Frugal Fiduciary Small Business 401(k) Blog

Get the latest industry news, deadlines and tips you need to know to help tackle your fiduciary responsibility needs.

New Year’s resolution: Be a better fiduciary to my plan.

January 24th 2014

Don't give up on your New Year's Resolution. Make the decision to be a great fiduciary to your small business 401k plan. Here’s how.

Retirement Planning

Retirement readiness begins by getting organized. Here are some great free tools.

By: Greg Carpenter

January 16th 2014

There are many early stage firms that are using new technology to aggregate financial information across all platforms for retirement readiness.

Retirement Planning

Retirement readiness? Even with a great 401(k) most will have to work hard to retire well.

By: Greg Carpenter

December 18th 2013

Retirement readiness. If we use a consistent, frugal, disciplined approach to retirement savings we will stand the best chance of achieving our investment objectives.

Insights

Press spins industry “research” puff piece into a retirement crisis denial story. Allow me to retort.

By: Greg Carpenter

December 11th 2013

Industry insider groups released a research paper on small business 401k plans. Our retirement savings systems are doing swell. Not so fast.

Insights

Schwab’s CEO embraces passive management. And Fidelity confirms a trend. Tipping point?

By: Greg Carpenter

November 20th 2013

Trending: Passively managed index funds and target date retirement funds for small business 401k plans. Just ask Schwab and Fidelity.

Insights

Consulting giant produces “Seven Little Pages of Retirement Plan Wisdom.” It is a must read.

By: Greg Carpenter

November 13th 2013

Mercer has produced an extraordinary little document that clearly explains plan fees and fiduciary responsibilities for your small business 401k plans.