Employee Fiduciary, LLC January 2014 – Present 5 years 11 months. In Johnson v. Fiduciary Due-Diligence Process Management. Created with the user experience firmly in mind, the website was designed using the latest technology so the site is compatible with … EMPLOYEE FIDUCIARY, LLC is a company based out of P.O. Overview Financials Service Providers Investments Insurance Information. Employee Fiduciary, LLC 401K Plan. Page 2 an LLC’s operating agreement. NPPG Fiduciary Services, LLC (NPPGFS) performs the due diligence to help clients understand the complex and ever changing compliance landscape. An employee cannot exploit for her own benefit an asset or opportunity that should belong to the employer. Retirement Fiduciary Group strives to create successful retirement plan outcomes for Plan Sponsors and Plan Participants. 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. An employer has a fiduciary duty to the employee; What Construes as a Breach of Fiduciary Duty? Investment Fiduciary Services Group Benefits Group Health Insurance. 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 . Apply to Revenue Agent, Finance Intern, Operations Associate and more! employee fiduciary, llc. This means that Frugal Financial is responsible, and takes legal liability for, choosing and monitoring the investment options in the plan. An employee must deal openly with her employer and fully disclose information about matters affecting the company’s business. Employee Fiduciary, LLC announced the launch of a newly-designed company website. 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 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. So Texas courts have reasoned that an employee who acts as an agent of the employer owes the employer a fiduciary duty. 21090 North Pima Road, Scottsdale, Arizona 85255, United States | (480) 246-3377. Employee Fiduciary, LLC, founded in 2004 and headquartered in Mobile, AL, is a 401k plan provider for small businesses. 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. Home. Kestra IS, Kestra AS, Fiduciary Advisors, LLC and any affiliated companies, employees or representatives do not provide tax or legal advice. Group Disability Insurance HR Consulting Recruiting & Employee Development. Employee Fiduciary is currently seeking a Senior New Business Analyst for our New Business department. Sales Representative Employee Fiduciary August 2014 – March 2016 1 year 8 months. 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. Employee Fiduciary specializes in retirement plan recordkeeping and administration. A free inside look at company reviews and salaries posted anonymously by employees. Fiduciary Wise, LLC strives to fulfill the highest standards of oversight and guidance for retirement plans. Description. Employer Sponsored Retirement Plans: We Take Out The Complexity. 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. Aegis Fiduciary Services, LLC offers trustee services to privately-held companies that sponsor employee stock ownership plans (“ESOPs”). Korn Ferry’s organizational consulting services target the most critical challenges facing global businesses today: attracting, developing, motivating and retaining talent, as well as creating the right structures to support that talent. Service provider fees and investment expenses (‘all-in’ fees) of 121 401k plans with less than $2M in assets were studied. Mobile, Alabama Area. Serving over 2,400 small and growing businesses, the company provides low-cost 401k services to value-oriented business people nationwide. Overview. 4 Employee Fiduciary reviews. The average all-in fee for these plans – delivered by 22 different service providers – was 2.22%. It is legally permitted for the wronged individual to sue for and receive damages as well as any profits made by the fiduciary in breach of their fiduciary duty. TJW Fiduciary Plan Consultants, LLC is a company that brings guidance to organizations regarding their employer plan-sponsored retirement programs. 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. Employee Fiduciary, LLC 401K Plan currently has over 100 active participants and over $2.1M in plan assets. CA insurance License: 0E92296. Trust, Fiduciary, and Custody Activities EMPLOYEE FIDUCIARY, LLC 250 STATE STREET • MOBILE, AL 36603. (Corp. Code § 17704.09(f)(3)). This in turn creates corresponding duties owed by the fiduciary that go over and above those normally owed by an employee to an employer. INDIVIDUAL PLANNING FOR C-SUITE & EMPLOYEES. Compliance Procedures & Policies . Employee Fiduciary | 473 followers on LinkedIn. Overview. by | Set 4, 2020 | Uncategorized | 0 comments | Set 4, 2020 | Uncategorized | 0 comments Contact Us. Employee Fiduciary, LLC announces the release of a small business 401k fee study designed to help fiduciaries benchmark their plan fees. Employee Fiduciary, LLC 401K Plan is a defined contribution plan with a profit-sharing component and 401k feature. More. 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). Employee Fiduciary, founded in 2004, is a 401(k) plan provider for small businesses. Plan Information. But employees do sometimes act as agents of their employers, and generally an agent owes a fiduciary duty to her principal. LLC owners may decide to delegate their duties to direct their LLC to an outside manager who may be one of the LLC members or a non-owner of the LLC. Fiduciary. EMPLOYEE FIDUCIARY, LLC | 8 followers on LinkedIn. EMPLOYEE FIDUCIARY, LLC January 2019 – Present 9 months. 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 … 2019; 2018; 2017; 2016; 2015; 2014; 2013; 2012; Plan Rating. In this instance, LLC owners who do not manage the LLC normally do not owe the fiduciary duties to each other. Search our free database to find email addresses and direct dials for Employee Fiduciary LLC employees. Plan Information. 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. 2,408 Employee Fiduciary jobs available on Indeed.com. Print; Form 5500 Year: 2019. However, any external managers that operate the LLC must comply with these fiduciary obligations. Select Page. Fiduciary Wise, LLC and Ferenczy Benefits Law Center LLP. Overview Financials Service Providers Investments Insurance Information. Employee Fiduciary, LLC, founded in 2004, is a 401k plan provider for small businesses headquartered in Mobile, AL. The Employee Benefits Practice is pleased to present the Employee Benefits Developments Newsletter for the month of April 2021. That is, the employee may not divert opportunities from the employer to the employee’s own benefit. Employee Fiduciary provides very personal customer service for the employer and the employees. Knowing how to identify a breach of fiduciary duty allows a person to react quickly and prevent any further damage. Welcome to CFC An Independent 401(k) & Retirement Plan Fiduciary . They offer an in-depth website with resources and support, as well as telephone customer support. Print; Form 5500 Year: 2014. Senior Client Service Representative Auto Injury Solutions October 2017 – December 2018 1 year 3 months. Employee Fiduciary, LLC is a professional services firm experiencing rapid growth. Investments. 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 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. 2017; 2016; 2015; 2014; 2013; 2012; Plan Rating. Examples of Employee Fiduciary Duty in Texas. But Texas courts also recognize limits on an employee’s “fiduciary” duty. Group Life Insurance . Next Steps. Fiduciary Services: Helping Clients Focus on Growth. Employee Fiduciary, LLC 401K Plan. 9 months for the month of April 2021 any further damage options in the plan s own.! Posted anonymously by employees year 3 months retirement programs if an employee must deal openly with her employer and disclose... 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