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.
Retirement readiness? Even with a great 401(k) most will have to work hard to retire well.
Retirement readiness. If we use a consistent, frugal, disciplined approach to retirement savings we will stand the best chance of achieving our investment objectives.Read More
Press spins industry “research” puff piece into a retirement crisis denial story. Allow me to retort.
Industry insider groups released a research paper on small business 401k plans. Our retirement savings systems are doing swell. Not so fast.Read More
Schwab’s CEO embraces passive management. And Fidelity confirms a trend. Tipping point?
Trending: Passively managed index funds and target date retirement funds for small business 401k plans. Just ask Schwab and Fidelity.Read More
Consulting giant produces “Seven Little Pages of Retirement Plan Wisdom.” It is a must read.
Mercer has produced an extraordinary little document that clearly explains plan fees and fiduciary responsibilities for your small business 401k plans.Read More
Mandatory 401(k) Participation. Trending? (I hope not.)
Two financial specialists think 401(k) participation should be mandatory. They are being irresponsible. Your Small Business 401k Plan is your choice.Read More
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.Read More
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.Read More
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 1Read More
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?Read More