Our experienced team is ready to welcome your retirement plan into the fold with a quick, easy and consultative plan set-up process.
Plan Set-up Services
At Employee Fiduciary, we don’t sell cookie-cutter 401(k) plans that are unlikely to meet your company’s needs. Instead, we kick off every new plan set-up with a plan design consultation where we’ll customize a 401(k) plan together to meet your company’s unique goals and budget. We think this time is well-spent because the wrong 401(k) plan design can result in thousands of dollars in unnecessary expenses or failed annual testing.
If you have a 401(k) plan today, we will transfer (“convert”) it as part of the plan setup process. Basically, a conversion involves transferring your plan assets and participant-level records to Employee Fiduciary. The good news? Once you hire us, we’ll coordinate the whole process with your old provider.
Contact us with the form below and we’ll be happy to create a custom lost cost 401(k) proposal for you.