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Hi there

Welcome to our very first 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

7ef818d1f78a3ade3fe31c0d5d241188Employee 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!

Subscribe to the Blog


93.3% Satisfaction

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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?

Form-5500-300(260)

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.

Year-end Testing Update

Testing season is in full swing. Have you turned in your annual census and survey? It’s important that we receive this vital data in order to complete the testing on your plan. Download your 2015 Annual Plan Compliance Checklist.

Download the checklist


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


Fiduciary Tip

Fiduciary duty requires that advisers, and brokers giving advice, put their client's best interests first. Download “Eleven 'Best Practices' fiduciaries should meet to serve the best interest of their clients.”

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