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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 tackle your fiduciary responsibilities. Please contact us with your feedback. We'd love to hear from you. Enjoy!

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Employee Fiduciary in the News

Our CEO and founder, Greg Carpenter, was interviewed by the Wall Street Journal; read all about it at How to Lobby for a Better 401(k) - NASDAQ.com.

Greg was also quoted in another article: Putting clients’ interests first all along. Learn how he advocates low cost and transparency.


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Frugal Fiduciary Blog

Check out our latest blog by COO and President Eric Droblyen: Target Monthly Income and Not an Account Balance When Saving for Retirement.

Have you subscribed to our thought-provoking, Frugal Fiduciary BlogWe 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!

Subscribe to the Blog


taxesReduce Your 2014 Taxes with 401k Credits!

New 401k sponsors may be eligible to recover a portion of their administration costs.  Click here for eligibility information.

401k participants may be eligible for a “saver’s credit.”  Click here for eligibility information.


401k Help Center

Check out our 401k Help Center for retirement plan information, calculators and advice.

This week, we highlight the DOL’s Savings Fitness: A Guide to Your Money and Your Financial Future. This downloadable PDF guide provides participants with an overview on the importance of financial planning to achieve their retirement goals.

Participant Call Center

We have a Participant Call Center with professionals standing by to answer your questions. Dial (877) 401-5100 x3 or click here to take advantage of our exclusive support system.

Contact Support


Retirement Readiness

The Employee Fiduciary website includes retirement readiness tools  designed to help 401k participants answer two of the most important retirement questions: “How much should I save?” and “How should I allocate my plan assets?”

 

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