Info from Employee Fiduciary to help you tackle your fiduciary responsibilities.
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America's Low Cost 401(k)
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401k Disclosure Rules Are Out of Date; It’s Time for Common Sense Reform

401k Disclosure Rules Are Out of Date; It’s Time for Common Sense Reform

It probably won’t surprise you to learn that government 401k regulations are often inefficient or ineffective. That’s too bad because superfluous regulation generally increases the cost of a 401k plan, which in turn, lowers participant returns.

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Fiduciary Tip of the Week

The Form 5500 filing deadline is quickly approaching. Make sure you are checking your email for your invitation to sign. Click here for a quick video tutorial on Form 5500 e-signatures.

Fiduciary Must Reads

One 401(k) Move For Huge Returns

So, You Inherited A 401(K) …Now What?

Your 12-Step Retirement Savings Plan Checklist

Global retirement readiness still low — Aegon survey

3 Things Millennials Should Know About Their 401k

Excessive-fee suit targeting $9 million 401(k) plan could be 'harbinger' for industry
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Deadlines

Deadlines

Your next Employee Fiduciary invoice will arrive shortly after the close of this calendar quarter (6/30). It is our goal to make the review and payment of this invoice as painless as possible. Please notify your plan administrator in writing no later than 6/27 if:

  • You want to use any unused forfeitures to pay some or all of the 6/30 invoice
  • You need to make changes to payment method or billing contact information
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Tel. 877-401-5100    Fax. 251-436-0801
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