Partnering with Employee Fiduciary

At Employee Fiduciary, we welcome the opportunity to partner with investment advisors. Our services, fees, and transparency are complementary to the practice of fee-based 401(k) advisors who can leverage our strengths to help attract and retain clients. Our strict focus on product services and standards allows advisors the flexibility to bring their unique value to clients through an array of investment choices, model portfolios and other value-added services, such as recordkeeping.

We work with advisors to promptly collect and quickly remit fees to them or their OSJ. Currently, more than 150 advisors nationwide have partnered with us in serving their retirement plan clients.

For additional information about our collaboration with 401(k) investment advisors or to request a proposal, please contact us.

Instant Proposal

We now have the capability to generate an automated proposal delivered via email for Retirement Plan Services, and Retirement Plan Services Recordkeeping Only. To get started please click on the “Request Password” button and an Employee Fiduciary associate will email one to you. If you already have a password, simply click on the “Continue” button.

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401k Advisors Directory

Would you like to be listed in our Financial Advisor Directory?

Employee Fiduciary has created a 401k financial advisor directory to help plan sponsors find financial advisors that meet their needs and to help our financial advisor partners grow their practices.

While most of our competitors rely exclusively on intermediaries (advisors like yourself) for new business, Employee Fiduciary is contacted directly by plan sponsors every day looking for 401(k) services.  Many of these prospects also want a professional financial advisor, but don’t know where to look for one.  Now, sponsors can search our directory to find financial advisors in their area that partner with Employee Fiduciary.

If you are interested in adding your firm to our directory, please contact Holly Roussel-Godfrey.