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Employee Fiduciary

Email address and contacts

Quick try with Melissa Smith from employeefiduciary.com

Employee Fiduciary company description

The Ideal 401(k) for Small and Medium-Sized Businesses. We help more than 5,000 small businesses and over 145,000 participants affordably save for retirement. Established in 2004, Employee Fiduciary is a full-service recordkeeper and third-party administrator (TPA). Our recordkeeping services include participant and plan sponsor websites, online statements, daily recordkeeping of participant accounts, processing of participant loans, distributions, and custody of plan assets. Our TPA services include plan documents, Form 5500, and nondiscrimination test preparation. Employee Fiduciary makes it simple to choose low-cost investments in your 401(k) plan. This includes low-cost options such as: Vanguard funds, index funds, and exchange-traded funds (ETFs).

Key Employees

  • Melissa Smith
    Operations Manager
  • Christopher Marcet
    Director Of Operations
  • Lisa Ribarin Qkc Qka
    ERISA Compliance Analyst

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New team members of Employee Fiduciary

Jasmin Jones Qka
ERISA Compliance Consultant
Jim Hallberg
Director, ERISA Compliance
Christina Simoni
New Business Analyst
Hyatt Heather
Senior New Business Analyst
William Davis
Senior New Business / Conversions Analyst
Katrina Imsand Qpa Qka
Senior New Business Analyst
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