Getting Started with Employee Fiduciary

Whether you’re new to the world of 401k plans or a seasoned plan sponsor looking to convert an existing 401k, you’ve come to the right place. Employee Fiduciary serves approximately 2,000 small business retirement plans across the U.S. These plans aggregate to more than $2 billion in assets. And our experienced team is ready to welcome you into the fold with our quick, easy and hassle free approach to servicing your plan.

Our 401k plan set up and conversion services include:

  • Preparing a plan document, including any administrative procedures and Summary Plan Description (SPD)
  • Establishing participant and trust accounts
  • Preparing participant enrollment materials when requested
  • Establishing web access for Participants and the Plan Administrator
  • Providing website and payroll upload training for the Plan Administrator or their designee

Low cost 401k plan conversions include:

  • Transferring assets from the outgoing provider to Employee Fiduciary
  • Preparing any participant notifications as required by law
  • Reconciling assets transferred from the outgoing provider

401k plan set ups and low cost 401k plan conversions shouldn’t create undue stress. Contact us and we’ll show you how easy it is to get started.