Fee Disclosure and Transparency

We only charge direct, fully disclosed fees to all owners and employees. There are no related party transactions, hidden incentives, or sales fees. We are in full support the new fee disclosure standards.

Investment Choice

Choose from any mutual fund or ETF, including Vanguard Funds and low-cost index funds – no limitations and no extra fees.  Choose self-directed brokerage accounts from TD Ameritrade for hands-on investors.

Uncompromising Service Standards

We process payrolls, complete government filings and deliver benefit statements equaling and exceeding industry standards.  Learn more about our experience and operational expertise.

Low Costs

Employee Fiduciary is America’s Low-Cost 401(k).  Check out our low fees and why our company–wide commitment to small business will keep your fees the lowest for the long-term.

 

Shared Commitment

Employee Fiduciary’s values reflect the values of our employees.  We are obsessed with 401(k) plans and just a bit fanatical about getting things right.  We challenge each other to improve our processes and to get it right – not just for any one-time issue, but for our work processes as a whole.  We think these values match the values of our clients – we have some very dedicated physicians, dentists, attorneys, engineers and accountants who are just as committed and focused on their work – and value a strong retirement plan for their employees.  Learn more about our clients.

Working With Us

If you are just beginning to think about starting a retirement plan or are considering bringing your existing plan to Employee Fiduciary, we are pleased to be considered. We want to make your evaluation of us as simple and straightforward as possible.  Learn more about our services or contact us to speak directly about how we may work together.

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