Rob
Smooth process and great responsiveness.
Smooth process and great responsiveness.
Response from Employee FiduciaryAug 8, 2024
Thank you for the feedback!

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
Employee Fiduciary (employeefiduciary.com) has 36 customer reviews on Five Star Index, with an average rating of 4.6 out of 5.
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Investments & Wealth · Birmingham, Alabama
Excellent
Investments & Wealth · Wetumpka, Alabama
Excellent

Investments & Wealth · Birmingham, Alabama
Excellent

Investments & Wealth · Birmingham, Alabama
Excellent
36 approved reviews, newest moderated first
Rob
Smooth process and great responsiveness.
Response from Employee FiduciaryAug 8, 2024
Thank you for the feedback!
Julie
My initial learning curve had me a bit nervous, but with Angela's administrative help, it took no time at all!
Response from Employee FiduciaryAug 8, 2024
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!
George
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!
Response from Employee FiduciaryAug 8, 2024
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.
Roger
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.
Response from Employee FiduciaryAug 9, 2024
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.
Dave O.
Our Plan Manager, Jason Turk, is an important part of our team and makes our jobs easier!
Response from Employee FiduciaryAug 9, 2024
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.
Robert
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.
Response from Employee FiduciaryAug 9, 2024
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.
Marie
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!
Response from Employee FiduciaryAug 9, 2024
Thank you for the review! We’re thrilled to hear that Brandi has provided such exceptional support over the past year and a half.
Caroline
Our Director of Plan Administration, Jason Turk, is awesome!
Response from Employee FiduciaryAug 9, 2024
We appreciate your feedback! It's great to hear that Jason is doing an awesome job as our Director of Plan Administration.