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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.
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How to Select an Auditor for the Form 5500

By: Eric Droblyen

July 20th 2021

Choosing a good 401(k) auditor is crucial for your audit. Learn how to do it in this quick guide.
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How to Reclaim Your Retirement Plan with a Previous Employer

By: Eric Droblyen

July 19th 2021

Have a 401(k) with an old employer? Learn what to do in this easy-to-read guide.
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Why Fee Levelization Does Not Make Revenue Sharing Okay

By: Eric Droblyen

July 5th 2021

401(k) fee levelization is a technique providers use to justify hidden 401(k) fee practices. Learn why this practice is bad in this quick read.
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401(k) Mutual Funds - Pay Attention to Share Class!

By: Eric Droblyen

July 4th 2021

Mutual funds are often available in multiple share classes. To serve the best interest of 401k participants, the least expensive share class should be used.
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ERISA 404(c) - DOL Fee Disclosure Rules Makes Compliance Easy

By: Eric Droblyen

July 3rd 2021

ERISA 404(c) protects 401k fiduciaries from participant investment losses. Participant fee disclosure regulations under ERISA 404a-5 make ERISA 404(c) compliance easier.
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