Consult With Our Experts

At Employee Fiduciary, we don’t sell cookie-cutter 401(k) plans. Instead, we start every plan setup with a consultation where our experts will...

  • Walk you through the plan design process step-by-step
  • Help you decide if a Safe Harbor 401(k) is right for you
  • Discuss plan features that can save you money, minimize admin work, and help you pass annual compliance tests
  • Design an optional employer contribution scheme, including non-elective, matching, or profit-sharing contributions

 

 

 

Let Us Handle the Paperwork

Once your plan is designed, our administrators do all the heavy lifting to get your plan set up.

  • Prepare a plan document, including the Summary Plan Description (SPD)
  • Prepare participant enrollment materials
  • Establish web access for you and the plan participants
  • Train your team how to upload contribution files

 

 
 

Claim Up to $16,500 in Tax Credits

The government may subsidize 50% of your startup costs depending on your employee base and plan design features for 3 years. Our experts will help you maximize your tax credits and provide you guidance on how to claim them.

 

Get Started

 


 

Already Have a Plan? No Worries.

Our administrators handle the entire plan conversion process. We'll work with your old provider to transfer plan assets and participant-level records to Employee Fiduciary.

 

Get a Free Custom Proposal

Contact us with the form below and we’ll be happy to create a custom low cost 401(k) proposal for you.