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 direc... Se mer
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Det här tycker kunderna
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... Se mer
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. Rh... Se mer
Since the website address changed I needed help linking to the new one. I contacted Heather Hyatt for help she was out of the office so I called Jason Turk and he got me all hooked up in no time. I ha... Se mer
Företaget har svarat
Företagsinformation
Om Employee Fiduciary
Skrivet av företaget
Employee Fiduciary
Employee Fiduciary is a leading provider of cost-efficient 401(k) plans for small to medium-sized businesses. Our plans are designed to make retirement affordable for participants and annual administration simple for business owners.
Key Features:
- Full-service administration: As a bundled 401(k) provider, we deliver all of the administration services your business needs to offer a plan to employees, including asset custody, recordkeeping, and third-party administration.
- Dedicated Expert Assistance: A trained retirement expert will watch over your plan and be available to answer any of your questions. No call centers, no time spent on hold.
- Custom Plan Design - Our plans are flexible and designed to fit your unique needs. As your organization grows and needs change, we can adapt to always give you the best plan possible.
- Investment Freedom: Choose the investments you want - including low-cost index funds and ETFs - without markup or hidden fees. For participant advice, choose target-date funds or a financial advisor.
- Clear Pricing Structure: Our transparent fee structure allows your business to manage plan expenses with confidence and without unexpected costs.
Employee Fiduciary is employee-owned and fully independent. Our guiding principles are transparency and simplicity because we know 401(k) confusion often leads to lower investment returns for plan participants and unnecessary time and expense for business owners.
Looking to get started? Request a Proposal
Kontaktuppgifter
250 State Street, 36603, Mobile, USA
- 877-401-5100
- sales@employeefiduciary.com
- www.employeefiduciary.com
4,3
Utmärkt
36 omdömen
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Kelsi Harvell is Great to work with
Kelsi Harvell is Great to work with. Always prompt, friendly, and professional!
14 mars 2024
Svar från Employee Fiduciary
Thank you for the great feedback! We're thrilled to hear that Kelsie has been prompt, friendly, and professional. We're lucky to have her on our team!
Good CRM
Rosemary Elms was fantastic Relationship Manager and she was the primary Reason for a great experience with employee fiduciary.
14 maj 2024
Svar från Employee Fiduciary
Thank you for your kind words! We're delighted to hear that Rosemary made such a positive impact on your experience with us.
The portals are user friendly
The portals are user friendly. If I need assistance I can always count on Christina Westwood to help or give detailed instructions to resolve my issues
23 april 2024
Svar från Employee Fiduciary
Thank you for your feedback! We're glad to hear that you find our portals user-friendly and that Christina has been there to assist you.
Kelsie Harvell is the best
Kelsie Harvell is the best. She is incredibly helpful, responsive and a pleasure to work with. I have consistently received great service working with Kelsie!
9 maj 2024
Svar från Employee Fiduciary
We appreciate your kind words! It’s fantastic to know that Kelsie has been so helpful and responsive.
Svar från Employee Fiduciary
Thank you for the feedback!
My initial learning curve had me a bit…
My initial learning curve had me a bit nervous, but with Angela's administrative help, it took no time at all!
15 juni 2023
Svar från Employee Fiduciary
Thank you for sharing your experience! We’re glad Angela could help ease your learning curve and make the process smoother. We're always here to support you!
EF is always responsive to our TPA…
EF is always responsive to our TPA needs for our firm's retirement account. The help by email or phone is always appreciated. Christine and others are true problem solvers for us!
1 maj 2024
Svar från Employee Fiduciary
Thank you for the great feedback! We're pleased to hear that our team, especially Christine, has been responsive to your needs and has helped solve any challenges. We appreciate your trust in us.
Employee Fiduciary is super responsive!
Employee Fiduciary does a great job on responding to our various and sometimes, numerous requests. Their portal is very helpful and their customer service is and has been superb! I highly recommend them.
9 maj 2024
Svar från Employee Fiduciary
Thank you for your kind words! We're glad our team has been able to assist with your requests and that you find our portal helpful.
Our Plan Manager
Our Plan Manager, Jason Turk, is an important part of our team and makes our jobs easier!
13 maj 2024
Svar från Employee Fiduciary
Thank you for sharing this! We’re glad to hear that Jason has been such an important part of your team and has made your job easier.
Respond time
The most impressive thing that Employee Fiduciary does well is regarding response time. We have been continually impressed with how quickly annd efficiently the client relationship team gets back to us.
8 maj 2024
Svar från Employee Fiduciary
Thank you for the review! We're glad our response times have made a positive impression. Timely communication is a priority for us, and it's great to hear that our team has been meeting your expectations.
Employee Fiduciary Customer Service is STELLAR
Employee Fiduciary Customer Service is Stellar.
Always responsive, knowledgeable, patient and courteous!
I have worked with Brandi Barclay for the last year and a half - and she represents Employee Fiduciary VERY VERY well! Always professional, responsive, knowledgeable, patient and courteous!
13 maj 2024
Svar från Employee Fiduciary
Thank you for the review! We’re thrilled to hear that Brandi has provided such exceptional support over the past year and a half.
Our Director of Plan Administration
Our Director of Plan Administration, Jason Turk, is awesome!
13 maj 2024
Svar från Employee Fiduciary
We appreciate your feedback! It's great to hear that Jason is doing an awesome job as our Director of Plan Administration.
Our representative is very…
Our representative is very knowledgeable and responds to our inquiries right away. The website is user friendly and the payment process is also easy.
4 april 2024
Svar från Employee Fiduciary
Thanks for sharing your experience! We're glad to hear that your representative has been knowledgeable and responsive, and that you find our website and payment process user-friendly. We appreciate your support!
Justin Ganus and Employee Fiduciary: My BFF's
Justin continues to be a supportive partner during my company's time with Employee Fiduciary. He is super communicative and patient as I navigate administering all kinds of benefits to our employees. He allows me to learn as I experience situations for the first time and never seems inconvenienced. He is friendly and informative.
13 maj 2024
Svar från Employee Fiduciary
We’re grateful for your feedback! It’s wonderful to hear that Justin has been such a supportive partner, offering guidance and patience as you manage your company’s benefits.
Brandi is always quick to respond to…
Brandi is always quick to respond to any of our 401k needs.
10 maj 2024
Svar från Employee Fiduciary
Thank you for the feedback! It’s great to hear that Brandi has been quick to respond to your 401(k) needs.
Amazing Customer Service
Amazing Customer Service. I have recommended to numerous advisors.
13 maj 2024
Svar från Employee Fiduciary
Thank you for the amazing feedback! We’re thrilled that our service has impressed you enough to recommend us to others. Your support means a lot to us!
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