401(k) Solutions for Micro Plans. The recent announcement that Betterment is getting into the 401(k) business prompted a review of solutions for the micro plan market. Employee Fiduciary mentioned in an article on PlanSponsor.
“Eric C. Droblyen, president and chief operating officer of Employee Fiduciary, LLC in St. Petersburg, Florida, says Employee Fiduciary serves the micro market (usually up to 50 participants) as recordkeeper and third-party administrator (TPA). It provides custody, as well as investment selection help through its registered investment adviser (RIA) subsidiary, Frugal Financial, which provides 3(38) investment advice."
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.