Employee Fiduciary provides low-cost 401k plans to small and mid-sized companies nationwide. Founded in 2004, Employee Fiduciary is employee owned, operated and fully independent. They know what small businesses need in a 401k plan because they are a small business theirselves.The value of frugality underpins everything they do at EmployeeFiduciary. They believe that every dollar spent deserves a measurable return on investment. We never cut corners in thei pursuit of delivering excellent, low cost plans to their clients. Instead, they maintain a disciplined focus on their guiding principles – level margins on all work performed, best practice operations, and timely and accurate customer service.

Small & Medium Businesses

Employee Fiduciary

Employee Fiduciary's headquarters in Mobile, AL, United States

This department manages employee benefits programs and ensures compliance with applicable regulations.

Benefits Administration

The Client Relations and Compliance Team at Employee Fiduciary is responsible for maintaining strong, compliant relationships with clients. They ensure 401k plans adhere to ERISA guidelines, manage client inquiries and relationships, and deliver timely, accurate customer service. By upholding rigorous compliance standards and fostering client trust, they support the company's mission of providing excellent, low-cost 401k plans to small and mid-sized businesses.

Client Relations and Compliance Team

The Operations and Analysis team at Employee Fiduciary manages the logistical and analytical aspects of delivering low-cost 401k plans. They ensure operational efficiency, oversee onboarding processes, analyze business metrics, and maintain best practices to provide timely, accurate customer service and measurable ROI for clients.

Operations and Analysis

The Leadership Team at Employee Fiduciary is responsible for setting the strategic direction, overseeing company operations, and ensuring that the organization's guiding principles are upheld. This includes maintaining low-cost, high-quality 401k plans, fostering a disciplined focus on best practices, and ensuring timely and accurate customer service. The team, comprising the President and CEO and the Senior Vice President of Client Services, focuses on aligning the company's initiatives with the needs of small and mid-sized businesses.

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People (2)

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Other teams

Client Relations and Compliance Team

Operations and Analysis

Leadership Team

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People (2)

Jobs (0)

Other teams

Client Relations and Compliance Team

Operations and Analysis

Leadership Team

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