Employee Fiduciary, LLC 250 State Street • Mobile, AL 36603 • 877-401-5100 • 251-436-0800 F. Matching Contributions (continued) If the match is funded after the close of the year, the plan can require participants to satisfy certain allocation conditions in order to receive a contribution. Overview. Overview. 1,919 Employee Fiduciary jobs available on Indeed.com. Overview Financials Service Providers Investments Insurance Information. Trust, Fiduciary, and Custody Activities EMPLOYEE FIDUCIARY, LLC 250 STATE STREET • MOBILE, AL 36603. Employee Fiduciary, LLC announces the release of a small business 401(k) fee study designed to help fiduciaries benchmark their plan fees. The average all-in fee for these plans was 2.10%, while the average service provider fee was $603.86 per participant. Employee Fiduciary, LLC January 2014 – Present 5 years 11 months. Investments. Fiduciary Due-Diligence Process Management. Employee Fiduciary is currently seeking a Senior New Business Analyst for our New Business department. More. EMPLOYEE FIDUCIARY, LLC | 8 abonnés sur LinkedIn. Description. Fiduciary Wise, LLC strives to fulfill the highest standards of oversight and guidance for retirement plans. The company offers a total of 377 funds in their 401(k) plans that are offered strictly to small business clients. Service provider fees and investment expenses (‘all-in’ fees) of 121 401k plans with less than $2M in assets were studied. Print; Form 5500 Year: 2019. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. Service provider fees and investment expenses (‘all-in’ fees) of 102 401(k) plans with less than $5 million in assets were studied. Employee Fiduciary, LLC, founded in 2004, is a 401k plan provider for small businesses headquartered in Mobile, AL. Aegis Fiduciary Services, LLC | 30 followers on LinkedIn. Employee Fiduciary, LLC 401K Plan is a defined contribution plan with a profit-sharing component and 401k feature. Employee Fiduciary, LLC 401K Plan currently has over 100 active participants and over $2.1M in plan assets. BOX 3144, MOBILE, Alabama, United States. Employee Fiduciary specializes in retirement plan recordkeeping and administration. Fiduciary. Contact Us. Group Life Insurance . Plan Information. The LLC Act establishes default fiduciary duty standards of conduct (the fiduciary duties of care and loyalty) which may be strengthened, weakened or in some cases eliminated in . 2017; 2016; 2015; 2014; 2013; 2012; Plan Rating. Home. Group Disability Insurance HR Consulting Recruiting & Employee Development. Over 70% of all businesses in the United States are sole proprietorships. Employees save for their future and Employers retain a solid workforce. In an ESOP transaction, some or all of the owners of a company individually decide to sell some or all of their stock to the company’s employees through a to … Using our wealth management product suite, we evaluate and suggest options that meet your goals. Apply to Trustee, Counsel, Associate and more! Serving over 2,400 small and growing businesses, the company provides low-cost 401k services to value-oriented business people nationwide. Employee Fiduciary does not limit trades to a minimum size. We at EFS, go the distance to give you optimum returns. Suing employees for breach of fiduciary duty Fiduciary duties. Employee Fiduciary, LLC announces the release of a small business 401k fee study designed to help fiduciaries benchmark their plan fees. Employee Fiduciary, LLC is an Alabama Domestic Limited-Liability Company filed On December 27, 2011. How do participants receive benefits statements? As a sole proprietor, you are entitled to 100% of the profits. People who are in a fiduciary relationship (that is, in a position of trust), such as a corporation’s high-level employee, owe a number of duties to their employers, such as acting in their employer’s best interest, free of conflicts of interest and self-dealing. Print; Form 5500 Year: 2014. A free inside look at company reviews and salaries posted anonymously by employees. by | Set 4, 2020 | Uncategorized | 0 comments | Set 4, 2020 | Uncategorized | 0 comments EMPLOYEE FIDUCIARY, LLC January 2019 – Present 9 months. Fiduciary Wise, LLC and Ferenczy Benefits Law Center LLP. At Clear Fiduciary, we believe that having an advocate on your side to guide you through the complexities of administering a retirement plan is important. 4 Employee Fiduciary reviews. 2019; 2018; 2017; 2016; 2015; 2014; 2013; 2012; Plan Rating. The Employee Fiduciary Corporation is 100% owned by the employees and focuses solely on retirement plans. Employee Fiduciary’s 401(k) plans allow participants to invest in a wide range of mutual funds and EFTs, even offering index funds from Vanguard and Fidelity without any limitation or mark-up. Quarterly participant benefits statements are posted on-line within 15 business days of quarter-end. Employee Fiduciary, LLC is a professional services firm experiencing rapid growth. Use of our services as a fulfillment service provider shall NOT create any fiduciary duty or obligations, either implied or express, by any agent, affiliate or employee of the company. Employee Fiduciary, LLC announced the launch of a newly-designed company website. Welcome to CFC An Independent 401(k) & Retirement Plan Fiduciary . Overview Financials Service Providers Investments Insurance Information. Texas LLC Law – Breach of Fiduciary Duty. Specializing in Trustee Services to privately held companies wishing to sponsor Employee Stock Ownership Plans (ESOPS) | Aegis provide trustee services to privately held companies wishing to sponsor Employee Stock Ownership Plans. EMPLOYEE FIDUCIARY, LLC is a company based out of P.O. Fiduciary Wise, LLC and Ferenczy Benefits Law Center LLP are both proud to be joining to help employers fulfill their fiduciary obligations in providing benefits to employees. 61 likes. If requested, Employee Fiduciary will also mail statements directly to participants, for an additional fee of $1.50 per statement mailed. Mobile, Alabama Area. employee fiduciary, llc. For an extra 0.10% of assets, usually paid by the employees, Employee Fiduciary’s subsidiary “Frugal Financial Retirement Plan Services, LLC,” will act as a 3(38) investment fiduciary. This in turn creates corresponding duties owed by the fiduciary that go over and above those normally owed by an employee to an employer. Fiduciaries can also be people who render investment advice for a fee. Sales Representative Employee Fiduciary August 2014 – March 2016 1 year 8 months. A fiduciary is anyone who makes decisions about plan operations, including its management or the disposition of its assets. 21090 North Pima Road, Scottsdale, Arizona 85255, United States | (480) 246-3377. Page 2 an LLC’s operating agreement. Elite Fiduciary Services. A sole proprietorship is an unincorporated business that is owned and operated by a single individual. Select Page. The average all-in fee for these plans – delivered by 22 different service providers – was 2.22%. It is therefore important to understand if an employee is a fiduciary employee both during employment as well as upon termination. Kentucky’s courts could impose additional fiduciary duties beyond those explicitly provided for in the LLC Act. We help all businesses from startups to large corporations to navigate the complex landscape of setting up and maintaining an effective Employer Sponsored Retirement Plan. Investment Fiduciary Services Group Benefits Group Health Insurance. Retirement Fiduciary Group strives to create successful retirement plan outcomes for Plan Sponsors and Plan Participants. Plan Information. “ As an independent fiduciary, Receivership Management can resolve claims for participating employers and employees in the Medova arrangement and will oversee the plans’ assets and claims – helping to ensure plan participants receive the benefits due to them,” said Acting Assistant Secretary for Employee Benefits Security Ali Khawar. Employee Fiduciary, LLC, founded in 2004 and headquartered in Mobile, AL, is a 401k plan provider for small businesses. Learn More. Aegis Fiduciary Services, LLC offers trustee services to privately-held companies that sponsor employee stock ownership plans (“ESOPs”). Employee Fiduciary, LLC 401K Plan. The Registered Agent on file for this company is Carpenter, Gregory C and is located at 1100-B Dauphin Street, Mobile, AL 36604. This means that Frugal Financial is responsible, and takes legal liability for, choosing and monitoring the investment options in the plan. Senior Client Service Representative Auto Injury Solutions October 2017 – December 2018 1 year 3 months. A fiduciary employee is an employee trusted with a measure of responsibility by their employer. Employee Fiduciary, LLC 401K Plan. Next Steps. Our company has been profiled in Money magazine and is a leading provider of low-cost 401(k) plans to small and mid-sized businesses. August 3, 2015 / By Robert Wood Articles // Breach of Fiduciary Duty in Texas. Thus, a directed trustee is not acting as a fiduciary because it is not making the decision. Compliance Procedures & Policies . The company's filing status is listed as Exists and its File Number is 034-749. The new site will provide quick and easy access to essential product information and a robust help center to help employers and employees answer common 401(k) plan questions. Search our free database to find email addresses and direct dials for Employee Fiduciary LLC employees. INDIVIDUAL PLANNING FOR C-SUITE & EMPLOYEES. Created with the user experience firmly in mind, the website was designed using the latest technology so the site is compatible with … Fee study designed to help fiduciaries benchmark their plan fees the release of a company... Is listed as Exists and its File Number is 034-749 LLC | followers. 2.22 %, 2015 / by Robert Wood Articles // Breach of Fiduciary Duty Fiduciary beyond. A 401k plan currently has over 100 active participants and over $ 2.1M in plan assets status is listed Exists. Llc 250 STATE employee fiduciary, llc • MOBILE, Alabama, United States are sole proprietorships currently seeking a Senior business. 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