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Greg Carpenter
Works at Employee Fiduciary
Attended University of Chicago - Booth School of Business
Lives in Mobile, AL
25 followers|44,040 views
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Greg Carpenter

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Be sure to check out my latest blog post in The Frugal Fiduciary: "Reforming #Roth  provisions may be key to improving savings rates for #Millennials . My proposal." http://bit.ly/1tlhm5D. Looking forward to your thoughts!
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Greg Carpenter

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Small business owners are redefining the market for #401k  plans. Result: Mass market “products” are about to go extinct. "They [the behemoths of Wall Street ] are hamstrung by their own business models." See full post here: http://bit.ly/1wLJ2Yn. Looking forward to your thoughts.  
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Greg Carpenter

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Be sure to check out my latest post in the RetireMentors sections of +MarketWatch,  "How to lower #401k costs in a buyer's market". Looking forward to your thoughts. http://on.mktw.net/1yUXxK9
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Greg Carpenter

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Be sure to check out my latest blog post on how plan sponsors can engage with their employees on the issue of non-participation: "Financial wellness is impossible to achieve without plan participation. Here’s how to address the issue with your employees." http://bit.ly/1sbj1P7 #401k  
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Greg Carpenter

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Vanguard’s John Bogle makes his case for improving #401k plans. Check out my latest blog post on why his Senate testimony rocks: http://bit.ly/1CoiH2L
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Greg Carpenter

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"Former #DOL Deputy Director declares scandal in IRA rollovers. It’s a scandal, just not the one he thinks it is." See the full post here: http://bit.ly/VFMlzy 
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"MassMutual settled its “functional fiduciary” lawsuit – a cause for hope for greater fee transparency." Be sure to check out my latest blog post on fee transparency. Looking forward to your thoughts. http://bit.ly/1tybQMS #401k  
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Greg Carpenter

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Please see my latest blog post "Edison International case highlights a needed reform: Share class restrictions in #401k  plans." See full post here: http://bit.ly/10qFAVI. Feel free to let me know your thoughts here or on the blog. 
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Greg Carpenter

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Be sure to check out my latest blog post, "Hiring an ERISA 3(38) Investment Manager can be the simplest way to limit #401k investment liability". Looking forward to your thoughts. http://bit.ly/1w3fB13 
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Greg Carpenter

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"Why small business #retirement  plans with high asset balances actually pay more for their plan services." Read my latest blog here: http://bit.ly/1nS9EUK #401k  
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Greg Carpenter

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Brokerage windows have been given a lot of attention lately. Check out my thoughts on them in my latest blog post: "Brokerage Windows in #401k Plans: Nope. Not even if they say 'pretty please.'" Looking forward to your thoughts. http://bit.ly/1xKGB9I
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Greg Carpenter

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"New companies are trying to fill the gaps in 401k fee disclosure regulations. Here’s why they all fall short." http://bit.ly/1l8IjfF Check out our latest blog and feel free to let me know your thoughts! 
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Story
Tagline
a.k.a. "The Frugal Fiduciary"
Introduction
Greg Carpenter founded Employee Fiduciary in 2004. With 29 years of experience in accounting and finance, Greg has brought his expertise to a variety of advisory, senior and executive management roles. Greg has worked for a national accounting firm, a Fortune 500 plan sponsor, a major brokerage firm, and he served as the CEO of a major 401(k) TPA firm. He is a CPA and earned his BA from Yale and his MBA from The University of Chicago Booth School of Business.
Education
  • University of Chicago - Booth School of Business
    MBA, Finance, 1983 - 1984
  • Yale University
    BA, American Studies, 1978 - 1982
Basic Information
Gender
Male
Work
Occupation
401(k) Recordkeeper
Skills
401(k) Plans, TPA Services, Retirement, Investments, Pensions, Employee Benefits, Customer Service
Employment
  • Employee Fiduciary
    Founder & CEO, 2004 - present
    Develops strategic vision, provides thought leadership in 401(k) industry, and ensures that clients receive friendly and efficient service.
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Mobile, AL
Links
Other profiles
Contributor to
Greg Carpenter's +1's are the things they like, agree with, or want to recommend.
The “Plug and Play” 401(k)
www.employeefiduciary.com

401(k) plans have a way of intimidating small business owners. Maybe it’s because of their tax code name. Maybe it’s because of the percepti

401(k) Testing and Compliance: Is a Safe Harbor Plan Really Frugal?
www.employeefiduciary.com

At Employee Fiduciary, March is a busy month. And no, I’m not talking about putting together our NCAA brackets. Corporate tax returns are du