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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.
The “Take and Bake Revolution” Comes to the 401(k), Part 1

The “Take and Bake Revolution” Comes to the 401(k), Part 1

By: Greg Carpenter

October 15th 2013

Value Innovation: How pizza and 401(k) plans are a lot alike. Part 1
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Form 5500: The Form that Needs Reform

Form 5500: The Form that Needs Reform

By: Greg Carpenter

August 30th 2013

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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“Amateur Hour”? Professor makes waves with Form 5500 study

“Amateur Hour”? Professor makes waves with Form 5500 study

By: Greg Carpenter

July 31st 2013

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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Bookmark This: 12 401(k) Articles for Your Holiday Weekend Reading

Bookmark This: 12 401(k) Articles for Your Holiday Weekend Reading

By: Greg Carpenter

May 22nd 2013

A collection of 401(k) articles on taxes, fees, passive vs. active management, and the PBS program, “The Retirement Gamble.”
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We Got What We Asked For - Now Let’s Ask for Low Cost 401(k) Plans

We Got What We Asked For - Now Let’s Ask for Low Cost 401(k) Plans

By: Greg Carpenter

May 16th 2013

When consumers demand change, the market responds. Join the Frugal Fiduciary in calling for low cost 401(k) plans to reshape the retirement landscape.
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Keep 401(k) Plan Costs Down: Bogle Interviewed on PBS’ “Frontline”

Keep 401(k) Plan Costs Down: Bogle Interviewed on PBS’ “Frontline”

By: Greg Carpenter

May 10th 2013

Can you keep 401(k) plan costs down? The Frugal Fiduciary reviews a Frontline report, “The Retirement Gamble,” on how fees can derail investor plans.
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401(k) Portability like College Coaches

401(k) Portability like College Coaches

By: Greg Carpenter

January 23rd 2013

The Frugal Fiduciary breaks down 401(k) portability and how improvements to the current system can help investors port their 401(k) into an IRA.
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Welcome to Employee Fiduciary’s Blog

Welcome to Employee Fiduciary’s Blog

By: Greg Carpenter

November 12th 2012

Welcome to Frugal Fiduciary: Employee Fiduciary blog educating and informing 401k investors, discussing best practices, dispelling myths and keeping costs low.
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