Employee Fiduciary

Employee Fiduciary partners with investment advisors whose services, fees, and transparency complement its own.

The resource page lists frequently asked questions and contact methods for Employee Fiduciary’s 401(k) account support.

Employee Fiduciary offers low-cost 403(b) solutions with expert support for non-profit retirement plans.

Safe harbor 401(k) rules, contribution formulas, 2026 limits, deadlines, and real costs — plus how SECURE 2.0 changed the math for small businesses.

The 2026 401(k) elective deferral limit is $24,500, and the annual additions limit is $72,000. The page also outlines new SECURE 2.0 catch-up rules for employers.

The Employee Fiduciary 401(k) resource center provides articles, studies, and expert insights on retirement planning for small businesses.

The guide explains how to find and calculate 401(k) fees for 12 major providers, including hidden fees.

The 401(k) Fee Comparison Tool calculates potential retirement timelines for Employee Fiduciary compared to other providers.

Employee Fiduciary provides simple, straight-forward, low cost 401(k) plan pricing because life is complicated (and expensive) enough.

Employee Fiduciary’s 401(k) plan integrates with payroll systems, offering automated deductions and accurate contributions via Counter Point HCM.

Employee Fiduciary is employee-owned and offers retirement plan services through a team of experienced professionals.

Employee Fiduciary provides financial advisors for retirement plans and offers contact options for small businesses.

Employee Fiduciary provides affordable, flexible 401(k) plans tailored for small businesses.

By providing a mobile phone number and agreeing to SMS Terms & Conditions, users consent to receive informational and transactional text messages about their account in the Employee Fiduciary portal.

Employee Fiduciary, LLC, a low-cost 401(k) provider serving over 5,000 small businesses, submitted a comment letter to the U.S. Department of Labor. The company urges the agency to address three gaps in its proposed *Fiduciary Duties in Selecting Designated Investment Alternatives* rule to better protect retirement plan participants. The letter, filed April 30, highlights potential risks in the current draft before finalization.

May 2026PR NewswireNews article

Employee Fiduciary adds Jack Moody as Regional Sales Director and Mark Nicholas as Vice President of ERISA & Regulatory Strategy to bolster advisor partnerships and regulatory compliance. The company, specializing in 401(k) recordkeeping and third-party administration (TPA) services, strengthens its operational infrastructure with these hires. The moves align with its focus on growth in retirement plan services.

Feb 2026PR NewswireNews article

The Employee Fiduciary firm advocates for the Department of Labor (DOL) to eliminate the **PEP (Prudent Expert Provider) Safe Harbor** rule. Instead, the firm proposes adopting a **single-employer 401(k) safe harbor** specifically tailored for small businesses. The recommendation aims to simplify compliance for smaller employers managing retirement plans.

Sep 2025401k SpecialistNews article

Employee Fiduciary appoints Cindy Dash as its new President. Dash brings expertise in retirement and wealth management, having previously driven growth at Broadridge Retirement and Workplace. The company plans to expand services under her leadership.

Apr 2025PR NewswireNews article