Low Cost 401(k) Investments

Including Vanguard Funds, Index Funds, ETFs and More!

It seems everyone has a different investing philosophy. There are those who advocate a “buy and hold” strategy while others prefer a more active approach to selecting and managing their investments. But there’s one philosophy Employee Fiduciary clients share — never pay too much for your 401(k) investments.

Many 401(k) providers limit investment options to high-priced mutual funds that pay them hidden compensation (known as “revenue sharing”). Employee Fiduciary makes it simple to choose low cost investments in your 401(k) plan. We offer all mutual funds that are NSCC-tradable, available through our custodial platform and open for new investing. There are nearly 30,000 share classes from 377 fund families to choose from. Availability is subject to rules set by each fund distributor.

This includes low cost options such as:

  • Vanguard funds
  • Index Funds
  • Exchange Traded Funds (ETFs)

You can also elect to include a self-directed brokerage account from TD Ameritrade with your plan. (Note that trading fees incurred in these accounts are the responsibility of the participants electing the investment.)

The best part? Zero markup. We don’t add our own fees on top of the investment costs incurred in your plan. So you can pursue your strategy without worrying about excessive fees from Employee Fiduciary.

Ready to get started?

Receive a low-cost retirement plan proposal from us today!

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Protect yourself from fiduciary liability by picking a fund line-up that meets ERISA 404(c).

Download our 404(c) Compliance Checklist