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Form 5500: The Form that Needs Reform
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
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
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
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”
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
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 Frugal Fiduciary: Employee Fiduciary blog educating and informing 401k investors, discussing best practices, dispelling myths and keeping costs low.
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