Employee FiduciaryReviews of employeefiduciary.com

I have set up many pension plans. So far these guys have been the most difficult. My representative is good and patient when I get them on the phone. The response time is good. However, their directions and communications are not good. An example: was told to send everyone "the employee starter kit.” The obvious thing would be to go look for a link to this “kit.” After asking about where to find the link to “the kit” it was explained that “the kit”was all the attachments to the email they had sent me. Overall, onboarding so far has not been easy. Having set up plans before this I know this would be much easier if they simply took the time to create a clear step by step guide…. Thankfully I am through the worst of it & Will update this as we start to operate the plan.

The follow up was consistent. They provided a timeline and kept to it. Every issue along the way was promptly addressed and I felt the staff had genuine concern to get the job done. Special thanks to Rhosheca for her knowledge and professionalism.

The transition to Employee Fiduciary was seamless. Every step was explained and support was provided. Communication was excellent and all questions and doubts were answered in a very timely manner. Rhosheca Newton helped us and she was exceptional and patient throughout the process.

Employee Fiduciary has been an outstanding partner for our company's 401(k) plan. From day one, their team made a complex area of retirement planning feel straightforward. one of the biggest reasons we chose Employee Fiduciary was their clear, low-cost pricing model. Their base annual fee is very competitive for small businesses and their asset based charge is modest compared to many business providers. We've been with Employee Fiduciary for our company's 401(k) plan for about eight years now and it's been a refreshing change from the high-fee opaque providers we dealt with before. A few things stand out: Transparent fees pricing - No hidden asset based fees eating into employee returns. We know exactly what we're paying for and why. Responsive service - Every time we've had a question, compliance testing, plan documents, enrollment issues, their support team has responded quickly with clear, jargon-free answers. Anyone looking for a low cost small-to-mid-size business 401(k) plan without confusing fee structures, I'd highly recommend giving Employee Fiduciary a look. Its rare to find a provider this straightforward about costs and this serious about fiduciary responsibility.

Our set-up leader was knowledgeable and super responsive throughout the process. Thanks!

Rhoscheca was wonderful to work with very helpful!

My employer transferred our funds to Employee Fiduciary. There are no representatives who come to the workplace to address any concerns. (this was true of the previous investment company and very helpful). So those of us who are not so savvy have no way to understand nor navigate. In addition, It has been very difficult to simply access my account.

We have been working with Employee Fiduciary over the last 10 years to manage our retirement plan.  Wendy and the team at Employee Fiduciary have consistently provided excellent service and support.  When it comes to answering questions, the staff at Employee Fiduciary are always knowledgeable, patient and respond in a timely manner.  The excellent client support provided by Employee Fiduciary has been critical as we navigate plan changes and other issues that arise during the plan year.  We highly recommend Employee Fiduciary to businesses of all sizes.