Frugal Fiduciary Blog

Check out our latest blog by COO and President, Eric Droblyen: 

401k Fiduciary Outsourcing: Does it Actually Increase an Employer’s Fiduciary Liability?

Have you subscribed to our thought-provoking, Frugal Fiduciary Blog? We comment on breaking news and issues in the retirement plan industry – with a distinct point of view. True to our blog’s name, we advocate low costs, full disclosure and value for money spent. Stay frugal!

Important Information – 9/30 Invoices

Your next Employee Fiduciary invoice will arrive shortly after the close of this calendar quarter (9/30). It is our goal to make the review and payment of this invoice as painless as possible. Please notify your plan administrator in writing no later than 9/25 if:

• You want to use any unused forfeitures to pay some or all of the 9/30 invoice
• You need to make changes to payment method or billing contact information

Must-Reads for Fiduciaries

3 Big Mistakes Millennials Are Making With Their 401(k) Accounts

Share Class Offerings Shift With Fiduciary Focus

Four Things To Consider Before Establishing A Roth 401(k)

The DOL fiduciary proposal: investment education vs. advice