Consider writing a letter. "You've got to frame the request. Keep it positive. Put it in writing. Be prepared to assist," says Greg Carpenter, chief executive of Employee Fiduciary, which is based in Mobile, Ala., and offers record- keeping services to 401(k) plans.
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.