Frugal Fiduciary Blog

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

The Federal TSP Is a Baseline for 401k Plans – And Any Small Business Can Match It

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!

DEADLINES - Don't forget...

If you did not file your plan's 2014 Form 5500 by July 31, a deadline extension was filed on your behalf. The extension's deadline is October 15. Please file your 5500 prior to the deadline to avoid penalities.

Please contact your Relationship Manager with questions.

Must-Reads for Fiduciaries

The Silver Bullet That Boosts 401(k) Savings By a Factor Of Four

What You Need to Know to Get the Most Out of Your 401(k) Plan

Top 10 list: Why you should never borrow from your 401(k)

Consumer Reports - Does your 401(k) need a makeover?