Employee Fiduciary
We help more than 4,500 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 document, Form 5500, and nondiscrimination test preparation.