employee fiduciary, llc

BBB Business Profiles are subject to change at any time. BOX 3144, MOBILE, Alabama, United States. Investment Fiduciary Services Group Benefits Group Health Insurance. Using our wealth management product suite, we evaluate and suggest options that meet your goals. Employee Fiduciary does not share with non-affiliates so they can market to you. 2019; 2018; 2017; 2016; 2015; 2014; 2013; 2012; Plan Rating. See the fee comparison here: https://hubs.ly/H0JP4jt0. Choose any mutual fund or ETF you want - including index funds from Vanguard and Fidelity - without limitation or mark-up! Happy #FeeDisclosureFriday! Welcome to CFC An Independent 401(k) & Retirement Plan Fiduciary . In a member-managed LLC, however, a member owes the LLC and the other members the duties of loyalty and care. Overview Financials Service Providers Investments Insurance Information. Home. Plan Year 01/01/2019 — 12/31/2019; … Mobile, Alabama Area. Overview Financials Service Providers Investments Insurance Information. Overview. We enable clients to find the most appropriate retirement plan solution to meet the financial needs of their business and their employees. 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. The average all-in fee for these plans – delivered by 22 different service providers – was 2.22%. In a manager-managed LLC, a member does not owe any fiduciary duty to the LLC, or to any other member, solely by reason of being a member, unless otherwise provided (such as under the company’s operating agreement). 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. Suing employees for breach of fiduciary duty Fiduciary ... LLC v. Noder, in which a company sued its former president, who had resigned and formed her own company, which offered similar services as his former company. As part of our efforts on behalf of plan sponsors, fiduciaries, and … A free inside look at company reviews and salaries posted anonymously by employees. Plan Information. Employee Fiduciary is a privately-owned business based out of Alabama. Fiduciaries can also be people who render investment advice for a fee. Employee Fiduciary Llc is located at the address 308 Saint Louis St in Mobile, Alabama 36602. Employee Fiduciary, LLC announces the release of a small business 401k fee study designed to help fiduciaries benchmark their plan fees. Description. Thus, a directed trustee is not acting as a fiduciary because it is not making the decision. Learn More. It is focused solely on providing retirement plans. This business offers 401k record keeping and administration, and operates as a third party retirement plan administrator. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Employee Fiduciary, LLC announces the release of a small business 401(k) fee study designed to help fiduciaries benchmark their plan fees. 4 Employee Fiduciary reviews. They need to disable the OTP feature until they can ensure it is more reliable. 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 . BBB Business Profiles generally cover a three-year reporting period. Fill out this form and we will get back to you shortly! More. 27 service … With LLCs, it is important to be able to trust and rely upon those in charge of managing the LLC to promote the interest of the LLC above their own or some outside interest. The company's filing status is listed as Exists and its File Number is 034-749. For maps and directions to Employee Fiduciary Llc view the map to the right. Custos Fiduciary Services was founded to provide differentiated, focused trustee services to employee-owned companies. The LLC Act has codified … Below you will find issues to consider in determining the nature of your fiduciary duties to an LLC. Employee Fiduciary, LLC 401K Plan. The company also offers more than 30,000 mutual funds, mainly targeted to small business clients and participants. It is incumbent upon trustees to match this sophistication. Good 401(k) plan design matches plan specifi cations to employer goals and employee demographics. Fiduciaries can also be people who render investment advice for a fee. Our company was established by Timothy J. Windos, who has over 20 years of experience as a Financial Advisor and as a Branch and District Manager in the retirement plan industry. Mobile, Alabama Area Compliance Procedures & Policies . However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. Employees save for their future and Employers retain a solid workforce. How do participants receive benefits statements? NPPG Fiduciary Services, LLC (NPPGFS) performs the due diligence to help clients understand the complex and ever changing compliance landscape. Group Disability Insurance HR Consulting Recruiting & Employee Development. . App.–Houston [14th Dist.] Employer goals for a … “The Medova defendants’ alleged violations of … 445 Dexter Ave STE 12000, RSA Dexter Avenue Building. Home; Fiduciary; Investments; Next … Custos Fiduciary Services was founded to provide differentiated, focused trustee services to employee-owned companies. 61 likes. While the scope of the rank-and-file employees’ fiduciary duties may not be as broad as those of a CEO or CFO of a company, they still owe a duty of loyalty to their employer and may not: appropriate company trade secrets; solicit away the employer’s customers while working for the employer; solicit the departure of other employees while still working for the employer ; carry away … We at EFS, go the distance to give you optimum returns. EMPLOYEE FIDUCIARY, LLC is a company based out of P.O. Employee Fiduciary, LLC 250 State Street • Mobile, AL 36603 • 877-401-5100 • 251-436-0800 There is no such thing as “one size fi ts all” 401(k) retirement plan. Apply to Trustee, Counsel, Associate and more! Prudent Fiduciary Services, LLC | 35 followers on LinkedIn. Jobs. Best Jobs in America 2021 NEW! Employee Fiduciary offers affordable 401(k) recordkeeping and third party administration, and has a variety of investment options for plan sponsors to choose from. Employee Fiduciary, founded in 2004, is a 401 (k) plan provider for small businesses. These responsibilities can seem complex and overwhelming without professional guidance. Fiduciary Services: Helping Clients Focus on Growth. 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. TJW Fiduciary Plan Consultants, LLC is a company that brings guidance to organizations regarding their employer plan-sponsored retirement programs. It is therefore important to understand if an employee is a fiduciary employee both during employment as well as upon termination. The former company alleged that the former employee had breached her employment contract and had engaged in several business torts, including breach of fiduciary duty. The system is so secure that even legitimate users can't access the system! Our affiliates include Employee Fiduciary Retirement Plan Services, LLC. 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. understanding fiduciary duties will put LLC owners and their advisors in position to incorporate favorable provisions into an operating agreement. 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. Fiduciary Wise, LLC and Ferenczy Benefits Law Center LLP. (Nonetheless, a directed trustee still must confirm that any directions received are consistent with the plan documents and ERISA; if they are not, the trustee should inform the fiduciary … CA insurance License: 0E92296. Employee Fiduciary, LLC. Plan Information. Joint marketing Employee Fiduciary, LLC is a professional services firm experiencing rapid growth. 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. With 8 employees and $552,705.91 in plan assets, this #401k sponsor saved 75.17% by switching from #Paychex to #EmployeeFiduciary. Aegis Fiduciary Services, LLC offers trustee services to privately-held companies that sponsor employee stock ownership plans (“ESOPs”). 250 State St. BBB reports on known marketplace practices. 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. Investments. Fiduciary Due-Diligence Process Management. Service provider fees and investment expenses (‘all-in’ fees) of 102 401(k) plans with less than $5 million in assets were studied. International Association of Better Business Bureaus. Kentucky’s courts could impose additional fiduciary duties beyond those explicitly provided for in the LLC Act. Individual Wealth … 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. The Registered Agent on file for this company is Carpenter, Gregory C and is located at 1100-B Dauphin Street, Mobile, AL 36604. Please use a recent version of Chrome, Firefox, Safari or Edge to view BBB.org. (Corp. Code § 17704.09(a)). For example, the plan can require participants to work a certain number of hours during the plan year (up to 1,000 … Fiduciary Wise, LLC strives to fulfill the highest standards of oversight and guidance for retirement plans. INDIVIDUAL PLANNING FOR C-SUITE & EMPLOYEES. A fiduciary employee is an employee trusted with a measure of responsibility by their employer. Retirement Fiduciary Group strives to create successful retirement plan outcomes for Plan Sponsors and Plan Participants. They have a fiduciary responsibility as laid out in the federal Employee Retirement Income Security Act of 1974 (ERISA). does not favor, endorse, or recommend any Individual, commercial company, or product. 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. Administering a plan and managing its assets, however, require certain actions and involve specific fiduciary responsibilities. Page 2 an LLC’s operating agreement. *Update 1: In Eurecat US, Inc. v. Marklund, 527 S.W.3d 367, 380-81 (Tex. Employee Fiduciary President and … 4 Employee Fiduciary reviews. Rise is an independent advisory firm, which means we are not required to sell products or put our … 2017; 2016; 2015; 2014; 2013; 2012; Plan Rating. Employee Fiduciary caters to only small businesses with their 401(k) plan offerings, which allows the company to cater to their clients on a more personal basis. Overview Financials Service Providers Investments Insurance Information. Employee Fiduciary is a low-cost 401(k) provider for small and medium-sized businesses. Company … They can be contacted via phone at (251) 300-8639 for pricing, hours and directions. Email this Business. Business Profile. When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints. Retirement Fiduciary Group strives to create successful retirement plan outcomes for Plan Sponsors and Plan Participants. Overview. Mobile, AL 36603-6474. http://employeefiduciary.com. Overview. employees participating in the plan, their beneficiaries, and the employer benefit when a retirement plan is in place. Employer Sponsored Retirement Plans: We Take Out The Complexity. Employee Fiduciary, LLC. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. 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. An ESOP is required by the Employee Retirement Income Security Act of 1974 (ERISA) to have a … Employee Fiduciary is a small business, which gives them the perspective of what other small businesses need and want when it comes to offering 401(k) plans for their employees. Group Life Insurance . BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. (Nonetheless, a directed trustee still must confirm that any directions received are consistent with the … Employee Fiduciary, LLC 401K Plan. Customer Reviews are not used in the calculation of BBB Rating, Location of This Business250 State St, Mobile, AL 36603-6474Email this Business, Need to file a complaint? If you are a FEDERAL EMPLOYEE and are looking for a Chartered Federal Employee Benefits Consultant℠ in your area who has been specifically trained in your Federal Benefits, select your state above.. Disclaimer — Snow Federal Retirement Seminars & ChFEBC℠, LLC. Employee Fiduciary, LLC (“EF”) created this Annual Plan Compliance Review … Employee Fiduciary does not limit trades to a minimum size. As part of our efforts on behalf of plan sponsors, fiduciaries, and participants, Fiduciary Wise, LLC … Apply to Trustee, Counsel, Associate and more! Starting a 401k? This in turn creates corresponding duties owed by the fiduciary that go over and above those normally owed by an employee to an employer. Whether or not someone owes a fiduciary duty to the LLC and its members will depend on whether that person … BBB remains operational and focused on serving our business community. Print; Form 5500 Year: 2019. Plan Information. Since Employee Fiduciary implemented the One Time Password feature I have had difficulty logging into my account a few times. A member's fiduciary duty will depend on whether the LLC is member- or manager-managed and whether the LLC member has any management responsibilities. ), the court affirmed a jury instruction on Fiduciary Duty Lite that instructed the jury that an at-will employee may secretly join with other employees in making plans to compete while still employed, but may not misappropriate trade secrets, solicit customers, or carry away lists of … Sales Representative Employee Fiduciary August 2014 – March 2016 1 year 8 months. A search can be done by zip … Aegis Fiduciary Services, LLC | 30 followers on LinkedIn. Common … Kestra IS, Kestra AS, Fiduciary Advisors, LLC and any affiliated companies, employees or representatives do not provide tax or legal advice. Retirement plans from Employee Fiduciary offer small businesses the same low fees, quality service and investment choice as plans sponsored by our country’s largest corporations. I am very unimpressed with this company and it's lack of quality of service. BBB Business Profiles may not be reproduced for sales or promotional purposes. Because limited liability companies (LLCs) are a relatively recent phenomenon and the Texas LLC statutes do not specify duties of managers and members, there is some uncertainty with regard to the duties in this area, but the LLC statutes allude to or imply the existence of duties, and managers in a manager-managed LLC and members in a member-managed LLC should expect to be held to fiduciary … For reviews of Employee Fiduciary Llc see below. The company was founded in 2004, and has carved out a niche serving small businesses looking to offer retirement plans at an affordable … The company was founded in 2004, and has carved out a niche serving small businesses looking to offer retirement plans at an affordable … They can be financial and nonfinancial companies. Kestra IS and Kestra AS are not affiliated with Fiduciary Advisors, LLC, Retirement Plan Advisory Group (“RPAG”) or any other entity referenced within our website or social media platforms. Employee Fiduciary, LLC announced the launch of a newly-designed company website. Senior Client Service Representative Auto Injury Solutions October 2017 – December 2018 1 year 3 months. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. If requested, Employee Fiduciary will also mail statements directly to participants, for an additional fee of $1.50 per statement mailed. There are two key fiduciary duties owed to an LLC; the duty of loyalty and the duty of care. Our New Business Department establishes new clients on the Employee … These duties of trust, otherwise known as fiduciary duties, ensure all members or managers of an LLC are promoting the interest of the LLC above their own. Employee Fiduciary touts this aspect of their business, as … As a matter of policy, BBB does not endorse any product, service or business. As a member or manager of a limited liability company (LLC), you may owe duties of trust, known as fiduciary duties, to the LLC. Elite Fiduciary Services. How BBB Processes Complaints and Reviews. A Short Initial Plan Year is Probably a Bad Idea, Design a 401(k) Plan Like a Pro in 6 Steps, How to Lobby Your Employer for a Better 401(k) Plan. Employee Fiduciary, LLC, founded in 2004, is a 401k plan provider for small businesses headquartered in Mobile, AL. These duties include a duty of loyalty, a duty of care, a duty to refrain from competing with the company, and a duty to act fairly in dealing with the company. They're transparent and based on employee count, not assets. We’ll guide you through the process. Employee Fiduciary, LLC Plan Rating. This business is in an industry that may require professional licensing, bonding or registration. Employee Fiduciary, LLC, founded in 2004, is a 401k plan provider for small businesses headquartered in Mobile, AL. 21090 North Pima Road, Scottsdale, Arizona 85255, United States | (480) 246-3377. Standards of conduct governing the relationship among management and owners are referred to as “fiduciary duties.” LLCs are governed by statutes included in the LLC Act and provisions of operating agreements. A fiduciary is anyone who makes decisions about plan operations, including its management or the disposition of its assets. Employee Fiduciary offers affordable 401(k) recordkeeping and third party administration, and has a variety of investment options for plan sponsors to choose from.

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