4 key items to look for in new 401k disclosures July 5, 2012 “You’re probably going to be in this 401k for a long time, so it’s your right to continually ask questions,” says Greg Carpenter, CEO of Employee Fiduciary, a Mobile, Ala.-based adviser to companies offering 401ks. “The disclosure you get shouldn’t be the end of your employer’s commitment to you. So don’t be afraid to make noise.”
Greg Carpenter founded Employee Fiduciary in 2004. With 29 years of experience in accounting and finance, Greg has brought his expertise to a variety of advisory, senior and executive management roles. Greg has worked for a national accounting firm, a Fortune 500 plan sponsor, a major brokerage firm, and he served as the CEO of a major 401k TPA firm. He is a CPA and earned his BA from Yale and his MBA from The University of Chicago Booth School of Business.