Named one of the 7 Best 401(k) Plans of 2024 by Forbes Advisor!

Get started
Search for topics or resources

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.

401(k) Fidelity Bonds – Frequently Asked Questions

By: Eric Droblyen

July 26th 2021

An ERISA fidelity bond protects 401(k) plan participants against losses caused by acts of fraud or dishonesty. Employers should understand their basics.
Read More

401(k) Document Retention Rules

By: Eric Droblyen

April 3rd 2020

Plan sponsors are required to retain their documents for at least 6 years. Learn 401(k) document retention rules in this guide.
Read More
1 2