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Posted Holly Roussel-Godfrey on Sep 11, 2015
Employee Fiduciary recognized as a pioneer by New York Times!
Employee Fiduciary Recommended in Interview with Mark Zoril
Posted Holly Roussel-Godfrey on Aug 24, 2015
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.
Employee Fiduciary Announces Subsidiary
Posted Holly Roussel-Godfrey on Aug 5, 2015
Frugal Financial Delivers Low Cost, Fiduciary-Grade Investment Advice to 401k Plans Employee Fiduciary has announced the launch of Frugal Financial Retirement Plan Services, LLC (“Frugal Financial”), a wholly-owned subsidiary. Frugal Financial is a registered investment advisor, serving 401k and other types of retirement plans exclusively. It’s Frugal Financial’s mission to complement and ...
Employee Fiduciary Launches Financial Advisor Directory
Posted Holly Roussel-Godfrey on Jul 29, 2015
Employee Fiduciary, LLC announces the launch of its new, online Financial Advisor Directory. The directory will include the general contact information, website, types of plans administered, years in business, and credentials of all Employee Fiduciary financial advisor partners who submitted their business listing and have at least one plan with Employee Fiduciary. A search can be done by ...
Employee Fiduciary Announces Record Sales for First Half of 2015
Posted Holly Roussel-Godfrey on Jul 10, 2015
Employee Fiduciary announces record sales for the first half of 2015. The company saw a 64% increase in sales compared to the first half of 2014. With proposals up 65% compared with last year, Employee Fiduciary anticipates their rapid growth to continue for the remainder of 2015.
Small Companies Now Have No Excuse for a Lousy Retirement Plan
Posted Eric Droblyen on Jun 3, 2015
Eric Droblyen, president of Employee Fiduciary was quoted in an article on Bloomberg Business. Business owners might pay more attention to these fees if they were coming directly out of the company coffers. Instead, the fees are often passed on to workers in the form of higher mutual fund expenses. “If it’s not affecting your company bottom line, you don’t pay attention to fees,” said Eric ...
Benefits experts debate long-term impact of fiduciary rules on employers
Posted Eric Droblyen on Jun 3, 2015
Eric Droblyen, president and COO of Employee Fiduciary was quoted in an article on Employee Benefits News. “When the president announces that a proposed regulation has gone to the OMB it is clearly a priority for the administration,” said Eric Droblyen, president and COO of Employee Fiduciary, LLC in St. Petersburg, Fla. “I have to believe the DOL has learned a lesson in listening to the ...
Greg Carpenter interviewed by Nick Thorton
Posted Greg Carpenter on Feb 25, 2015
Greg Carpenter was interviewed by Nick Thorton, BenefitsPro.com. "Putting clients’ interests first all along." Greg Carpenter, a co-founder of Employee Fiduciary, a Mobile, Alabama-based RIA that specializes in the small-plan market, thinks the DOL’s proposed rule will, in fact, be disruptive to the 401(k) market, which remains dominated by the broker-dealer world, not RIA fiduciaries who ...
Greg Carpenter interviewed by the WSJ
Posted Greg Carpenter on Feb 20, 2015
Greg Carpenter was interviewed by the WSJ: "How to Lobby for a Better 401(k)." Consider writing a letter. "You've got to frame the request. Keep it positive. Put it in writing. Be prepared to assist," says Greg Carpenter, chief executive of Employee Fiduciary, which is based in Mobile, Ala., and offers record- keeping services to 401(k) plans.
Article by Greg Carpenter published on MarketWatch
Posted Greg Carpenter on Feb 13, 2015
Contrary to popular belief, it can be easy for small businesses to cut through the red tape and evaluate their 401(k) fees — even the ones that don't appear on a Form 5500 or quarterly statements. Read the article by Greg Carpenter "3 Easy Steps for Small Businesses to Evaluate 401k fees," on MarketWatch.com.
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