Employee Fiduciary provides low-cost retirement plans to small and mid-sized companies nationwide. Our investment options and services equal or exceed the best in the country!
Why Choose Employee Fiduciary
The value of frugality underpins everything we do at Employee Fiduciary. We believe that every dollar spent deserves a measurable return on investment. We never cut corners in our pursuit of delivering excellent, low cost plans to our clients. Instead, we maintain a disciplined focus on our guiding principles – level margins on all work performed, best practice operations, and timely and accurate customer service.
What Clients Are Saying
I’d also like to say how impressed I have been with your customer service and follow through. It is much appreciated.Eric DeJong, Furbish Studio
You have provided excellent service and we are happy to recommend your firm.Michelle Self, CAD Masters, Inc.
I am the owner of a small company and don’t have a ton of time, and Christina made the setup as easy and simple as possible. She was thorough, prompt, easy to get in touch with, systematic, easy to talk to, and extremely knowledgeable about the process.Jay Veritas, Veritas Tutors, LLC
Thank you for providing a workplace where these two outstanding people, extensions of my business, are able to do such great work. When I know that Christina or Jeremy are working on an issue for one of my valued clients, I don’t ever worry. I know they place our client’s interest first, and that’s another reason why I continue to recommend your firm to my clients.Dave O'Brien, O'Brien Financial Planning, Inc.
I just want to add a huge thank you for making the entire process so efficient, smooth and pleasant. With all of the headaches associated with running a business, you have far exceeded my expectations in completing this conversion process.Robert