Old School: The 401(k) Paper Chase November 15, 2012 I recently spoke with Greg Carpenter, founder of Employee Fiduciary, a small business 401k administrator, who agreed that lack of clarity on plan expenses and share classes – whether a conscious decision on the part of the industry, or not – are probably a more important topic for advocates to tackle.
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.