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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.
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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.
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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.
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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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