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.
Good News, 401(k) Fiduciaries! DOL Fee Disclosure Rules Make ERISA 404(c) Compliance Simple
ERISA 404(c) protects 401(k) fiduciaries from participant investment losses. Participant fee disclosure regulations under ERISA 404a-5 make ERISA 404(c) compliance easier.Read More
Managing 401(k) Deadlines for the 2016 Plan Year – A Checklist Can Help
401k plans have many ERISA compliance responsibilities that must be satisfied every plan year. The Employee Fiduciary compliance calendar can be used to track these responsibilities for the 2016 plan year.Read More
401(k) Document Retention Rules Made Simple
Small business 401k plans need to keep records or 401k fiduciary liability can result.Read More
401(k) Fiduciary Outsourcing: Does it Actually Increase an Employer’s Fiduciary Liability?
401(k) fiduciary outsourcing products can increase an employer’s 401(k) liability. Transparent, low cost 401(k) services are the safer bet for small business 401(k) sponsors.Read More
Avoiding 401(k) Fiduciary Liability Doesn’t Need to Be Difficult; Simple “Best Practices” are the Key
Picking the right low cost 401(k) plan provider can help small business retirement plans meet 401(k) fiduciary responsibilities.Read More
New Year’s resolution: Be a better fiduciary to my plan.
Don't give up on your New Year's Resolution. Make the decision to be a great fiduciary to your small business 401k plan. Here’s how.Read More
What You Ought to Know About 401(k) Fiduciary Responsibility
The Frugal Fiduciary highlights why the recent GAO report is an excellent reminder of a 401(k) fiduciary responsibility to investors.Read More