Excellent
Based on 36 reviews
Employee Fiduciary4.6Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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 Folks Told, with an average rating of 4.6 out of 5.
Showing 32 reviews with 5 stars · Clear filters
Bernard K.
Knowledgeable and responsive staff. A pleasure to work with. Quality organization with a great business model. I highly recommend them!
Reply from Employee FiduciaryOct 31, 2025
Thank you so much for the recommendation! We’re thrilled to hear you had a positive experience with our team and that our business model and service stood out.
Brian O'Neill, C.
Katrina was very responsive and knowledgeable for a complicated Solo 401(k) transition.
Reply from Employee FiduciaryAug 6, 2025
Thank you for your feedback! We're so glad to hear Katrina was responsive and knowledgeable during your Solo 401(k) transition.
Brian K.
We've worked with Employee Fiduciary for more than a decade. If you want a real person, to answer your calls, Employee Fiduciary is right for you. From the employee level to the sponsor level the interactions with the entire team at Employee Fiduciary has been nothing short of exemplary. Their platform's ease of use and reporting capabilities have made the most difficult of tasks, easy. They are true professionals who care about their customers. We'll be with them forever.
Reply from Employee FiduciaryAug 6, 2025
Thank you for your kind words and your long-standing partnership! We’re honored to have supported you for over a decade, and it means so much to hear that our team, platform, and service have made a meaningful difference at every level of your plan. Here’s to many more years together!
Anthony F.
Haley Dunnam provided a thorough explanation of the services EFC delivers & she answered the prospect's questions.
Reply from Employee FiduciaryMay 2, 2025
Thank you for the kind words! We're glad to hear Haley provided a clear overview and was able to answer all the questions. We appreciate the opportunity to assist and are always here to help further if needed.
James
I have worked with Terry Tanner on multiple occasions, whether its connecting folks interested in setting up a plan here due to their open architecture nature and ability to access a variety of funds, or even getting Strive products added to the underlying platform. She's extremely quick to respond, beyond helpful, and a joy to reach out to.
Reply from Employee FiduciaryMay 2, 2025
Thank you for sharing your experience! We’re so glad to hear Terry has been responsive, helpful, and easy to work with. We’re proud to offer open architecture investment options and appreciate your confidence in Employee Fiduciary.
KARA K.
I would like to give my gratitude to Kristal Fedorchenko and Jason Turk for all of their assistance at Employee Fiduciary. Jason's intervention and explanation helped me understand the process. I appreciate you both for going above and beyond with communicating and understanding my needs.
Reply from Employee FiduciaryMay 2, 2025
Thank you for the kind words! We’re thrilled to hear that both Kristal and Jason provided the support and clarity you needed.
Lisa H.
Have been so impressed with the responsiveness and service from my representative, Andrea West. She has helped me navigate some new situations and provided me with all the information and proper documentation to be able to assist my employees in a timely manner. Andrea is amazing and has made some tough situations much more manageable. Navigating the website and submissions has been user friendly as well.
Reply from Employee FiduciaryNov 4, 2024
Thank you for your feedback! We are so glad Andrea has been able to assist you. We're lucky to have her!
Julie
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 have enjoyed working with Heather, she has always answered my question in a timely manor and so friendly. She goes above and beyond with sending information about what's happening with our plan.
Reply from Employee FiduciaryAug 8, 2024
Thank you for your kind words! We’re glad Heather and Jason were able to assist you quickly. Heather's dedication and friendly service are what we strive for, and it's great to hear it's making a difference. We're here whenever you need us!
