Employee Fiduciary in the News
Employee Fiduciary’s COO and president, Eric Droblyen, recently wrote a blog commenting on NAPA’s stance on standardizing fiduciary responsibility. Our stance? If you’re looking for financial advice, we believe you should consider an advisor over a broker. Click here to read more about our position on this trending topic.
Our blog has also received attention: On January 30, 2015, Eric was quoted in a PlanSponsor article entitled “PLANADVISER.com - Two Sides Start Duking It Out On Fiduciary Rule.” Stay tuned for more on this topic as the discussion soldiers on.
Frugal Fiduciary Blog
Have you subscribed to our thought-provoking blog, Frugal Fiduciary? You can sign-up here. 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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In a recent survey, we asked customers if they would recommend us to a colleague. We’re elated to inform you that an overwhelming 93.3% said YES! We appreciate your continued referrals.
Does your plan require a 2014 audit?
Generally, plans with greater than 100 participants must be audited annually by an independent accountant. Once you’ve scheduled your 2014 audit, please let your administrator know ASAP so that we can be sure your accountant has the data they’ll need for a speedy audit.