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Let’s go shopping! For a 401(k) plan?
Getting the best small business 401(k) plan for your company requires two things – clear objectives and the willingness to shop the plan.
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Uncooked Pizza and the Low Cost 401(k) Plan, Part 2 of 2
Innovation: How pizza and 401(k) plans are a lot alike. Part 2 of 2 blog explaining a Low Cost 401(k) Plan, value choice and low cost.
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The “Take and Bake Revolution” Comes to the 401(k), Part 1
Value Innovation: How pizza and 401(k) plans are a lot alike. Part 1
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Guess what percentage of ETF assets are actively managed?
There are only 64 actively managed ETFs, and two of those (two popular PIMCO bond investments) account for over half of all of the assets. Why?
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Going “Bold” on Safe Harbor Plans
Can Safe Harbor 401(k) plan provisions be extended? The Frugal Fiduciary offers thoughts on extending the safe harbor concept, help with 401(k)
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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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The Two-Headed Monster, Fairness and Safe Harbor Plans
Safe harbor plans are built to meet the Fed’s “fairness” rules. The Frugal Fidcuiary muses on extending these ideas to all of retirement plan management.
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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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Life After the 401(k) Fee Disclosure Rule
The Frugal Fiduciary explores life one year after the DOL’s 401(k) fee disclosure rule: it's not working because the expense ratios are not broken out.
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The ETF moment?
We over here at the Frugal Fiduciary haven’t shied away from our admiration for that nimble investment vehicle, the ETF.
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