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

401k document retention rulesCheck out our latest blog by COO and President, Eric Droblyen: 

401k Document Retention Rules Made Simple

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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Calculators and Advice

retirement calculator

Two of the most common retirement questions asked by 401k participants are “how much should I save?” and “how should I allocate my plan assets?” These questions can seem daunting if you don’t know where to look for answers.

Click here to view Calculators and Advice for saving.

Must-Reads for Fiduciaries

A Fiduciary Critic, Representing Whose Interest

401(k) Fee Litigation September 2015

5 Reasons Why Your Small Business Should Offer a Retirement Plan

Loan is not a four-letter word

 

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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