Info from Employee Fiduciary to help you tackle your fiduciary responsibilities.
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Hi there

Welcome to the Employee Fiduciary Newsletter! The purpose of this publication is to help you stay up to speed on industry news and deadlines, as well as to provide you with tips and knowledge to help tackle your fiduciary responsibilities. Please contact us with your feedback. We'd love to hear from you. Enjoy!

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Frugal Fiduciary Blog

Check out our latest blog by COO and President, Eric Droblyen: 

401k Plan Design – Our Checklist Can Make the Process Simple  

401k plan design key

Have you subscribed to our thought-provoking, Frugal Fiduciary Blog? We comment on breaking news and issues in the retirement plan industry – with a distinct point of view. True to our blog’s name, we advocate low costs, full disclosure and value for money spent. Stay frugal!

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Safe Harbor Plans

If your 401k plan includes a Safe Harbor feature, you will be receiving your annual notice soon. Once received, you should deliver them to plan participants no later than 12/1/2015. If you have questions, please contact your client relationship manager.

Must-Reads for Fiduciaries

Take steps to make your retirement nest egg tax friendly

7 characteristics of a successful 401(k)

Bogle: Fiduciary Standard Clearly Right Thing to Do

A Call to Action re: The DOL Conflict of Interest Rule

Opinion: Blame Washington if your retirement plan costs are too high

 

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Participant Call Center

We have a call center standing by to answer your participants’ questions. Participants can dial (877) 401-5100 x3 or click here for support.

Contact Support

401k Help Center

It can be tough for plan sponsors and participants to find free, unbiased 401k advice.  Did you know the Employee Fiduciary website includes links to DOL and IRS resources that can help answer many 401k sponsor and participant questions?

401k Help Center