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.

How to Select an Auditor for the Form 5500

By: Eric Droblyen

July 20th 2021

Choosing a good 401(k) auditor is crucial for your audit. Learn how to do it in this quick guide.

Retirement Planning

How to Reclaim Your Retirement Plan with a Previous Employer

By: Eric Droblyen

July 19th 2021

Have a 401(k) with an old employer? Learn what to do in this easy-to-read guide.

Fees

Why Fee Levelization Does Not Make Revenue Sharing Okay

By: Eric Droblyen

July 5th 2021

401(k) fee levelization is a technique providers use to justify hidden 401(k) fee practices. Learn why this practice is bad in this quick read.

401(k) Investments

401(k) Mutual Funds - Pay Attention to Share Class!

By: Eric Droblyen

July 4th 2021

Mutual funds are often available in multiple share classes. To serve the best interest of 401k participants, the least expensive share class should be used.

401(k) Investments

ERISA 404(c) - DOL Fee Disclosure Rules Makes Compliance Easy

By: Eric Droblyen

July 3rd 2021

ERISA 404(c) protects 401k fiduciaries from participant investment losses. Participant fee disclosure regulations under ERISA 404a-5 make ERISA 404(c) compliance easier.

❮ 1 ... 16 17 18 19 20 ❯