In an interview for FitSmallBusiness.com, "How small businesses can provide employees with a retirement plan? An Interview with Mark Zoril," Zoril recommends Employee Fiduciary for 401k recordkeeping.
"This sounds very complicated. Is there a simple way to do this?
Yes, for record keeping we recommend Employee Fiduciary. Although we frequently work with them, we don’t get any compensation for referring them business. They will handle record keeping for $1,500 per year for up to 30 eligible employees. They also have relationships with firms that will serve as a trustee to the fund. Through them, you can get these services for less than 10 basis points or 1/10th of a percent."
Holly Roussel-Godfrey joined the Employee Benefits industry in 2005 as head of marketing and sales for ftwilliam.com, a plan document and government forms software provider. Holly was responsible for developing successful marketing and sales strategies for each of the company’s software modules. Because of her passion for customer service, Holly was selected to develop a highly effective training program for Third Party Administrators and Advisors after the company was acquired by Wolters Kluwer in 2009.
As Vice President – Marketing & Sales for Employee Fiduciary, Holly is responsible for the sales team as well as all marketing initiatives for the company, including inbound marketing and social media. Holly earned her BS degree in Marketing from the University of Wisconsin – Milwaukee.