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

Get started
Contact Us Blog For Advisors Advisor Search autoprefixer Copy 3 Login
Services Investments Pricing Fee Comparisons
Resources
Resources
Resource Center
401(k) Calculators
401(k) Calculators
Future Value of 401(k) Fees 401(k) Tax Credits
Safe Harbor 401(k) Guide Find Your 401(k) Fees Blog Newsletter For Advisors Advisor Search
Request a Proposal
Request a Proposal
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.
Categories
Fees Retirement Planning Annual Administration Contributions Plan Design Shopping for a 401(k) Starting a Retirement Plan 401(k) Investments Fiduciary Responsibility Plan Testing Distributions
Subscribe

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