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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.
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Form 5500: The Form that Needs Reform

Form 5500: The Form that Needs Reform

By: Greg Carpenter

August 30th 2013

Can Form 5500 be improved? The Frugal Fiduciary thinks so and suggests collecting fee data that can be used in an “apples-to-apples” plan comparison.
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“Amateur Hour”? Professor makes waves with Form 5500 study

“Amateur Hour”? Professor makes waves with Form 5500 study

By: Greg Carpenter

July 31st 2013

The Frugal Fiduciary shares his opinion on the use of Form 5500 and why it isn’t a great way to assess 401k plan costs.
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Bookmark This: 12 401(k) Articles for Your Holiday Weekend Reading

Bookmark This: 12 401(k) Articles for Your Holiday Weekend Reading

By: Greg Carpenter

May 22nd 2013

A collection of 401(k) articles on taxes, fees, passive vs. active management, and the PBS program, “The Retirement Gamble.”
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We Got What We Asked For - Now Let’s Ask for Low Cost 401(k) Plans

We Got What We Asked For - Now Let’s Ask for Low Cost 401(k) Plans

By: Greg Carpenter

May 16th 2013

When consumers demand change, the market responds. Join the Frugal Fiduciary in calling for low cost 401(k) plans to reshape the retirement landscape.
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Keep 401(k) Plan Costs Down: Bogle Interviewed on PBS’ “Frontline”

Keep 401(k) Plan Costs Down: Bogle Interviewed on PBS’ “Frontline”

By: Greg Carpenter

May 10th 2013

Can you keep 401(k) plan costs down? The Frugal Fiduciary reviews a Frontline report, “The Retirement Gamble,” on how fees can derail investor plans.
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401(k) Portability like College Coaches

401(k) Portability like College Coaches

By: Greg Carpenter

January 23rd 2013

The Frugal Fiduciary breaks down 401(k) portability and how improvements to the current system can help investors port their 401(k) into an IRA.
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Welcome to Employee Fiduciary’s Blog

Welcome to Employee Fiduciary’s Blog

By: Greg Carpenter

November 12th 2012

Welcome to Frugal Fiduciary: Employee Fiduciary blog educating and informing 401k investors, discussing best practices, dispelling myths and keeping costs low.
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