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. While the fiduciary duties of directors are still principally defined by common law, various provisions of the corporate statutes are relevant to the application of fiduciary-duty concepts in the corporate context. A fiduciary employee is an employee trusted with a measure of responsibility by their employer. So why no check mark for Fiduciary Duty Lite under the Trade Secrets column? 2017, no pet. Group Life Insurance . Employee Fiduciary, LLC is a professional services firm experiencing rapid growth. Employee Fiduciary, LLC 250 State Street • Mobile, AL 36603 • 877-401-5100 • 251-436-0800 Design Considerations: Employers may allow new employees to enter the plan immediate or hire and wait to set minimum age requirements. The jury found that Wooters conspired with the Unitech employees to breach their fiduciary duties, but the Court of Appeals held that the evidence was insufficient to support the jury’s verdict. Employee Fiduciary, LLC (“EF”) created this Annual Plan Compliance Review form to help summarize many of the most important fiduciary responsibilities related to 401(k) plan administration. Employee Fiduciary, LLC, founded in 2004 and headquartered in Mobile, AL, is a 401k plan provider for small businesses. An employee’s Fiduciary Duty Lite includes a duty not to use the employer’s confidential information or trade secrets in competition with the employer. Founded in 2004, Employee Fiduciary, LLC, is a 401(k) plan provider for small businesses with offices in Mobile, AL and Saint Petersburg, FL. Employee Fiduciary, LLC January 2014 – Present 5 years 11 months. Fiduciaries can also be people who render investment advice for a fee. LLC equity ownership is often divided Depending upon your state, LLC members may be able to revise, broaden, or eliminate these fiduciary duties by contract or under the conditions of their LLC operating agreement. Description. Kestra IS, Kestra AS, Fiduciary Advisors, LLC and any affiliated companies, employees or representatives do … Apply to Trustee, Counsel, Associate and more! Employee Fiduciary, LLC, founded in 2004, is a 401k plan provider for small businesses headquartered in Mobile, AL. Aegis Fiduciary Services, LLC offers trustee services to privately-held companies that sponsor employee stock ownership plans (“ESOPs”). 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. 4 Employee Fiduciary reviews. App.–Houston [14th Dist.] 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. For general inquiries regarding the directory, Employee Fiduciary 401k plans or third party administration services, email info(at)employeefiduciary.com or call toll-free (877) 401-5100. Employee Fiduciary, LLC announces the release of a small business 401(k) fee study designed to help fiduciaries benchmark their plan fees. Fiduciary Duty Standards of Conduct for Kentucky LLCs By Scott W. Dolson S ince the enactment of the Kentucky Limited Liability Company Act (the “LLC Act”) in 1994, limited liability companies (LLCs) have become the entity of choice for holding investment assets or operating closely-held businesses. *Update 1: In Eurecat US, Inc. v. Marklund, 527 S.W.3d 367, 380-81 (Tex. This means that Frugal Financial is responsible, and takes legal liability for, choosing and monitoring the investment options in the plan. Employee Fiduciary is a smaller corporation and focuses on providing 401(k) plans for small businesses through 377 fund families. Employee Fiduciary, LLC, founded in 2004, is a 401k plan provider for small businesses headquartered in Mobile, AL. 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. California LLCs: Outlining the Fiduciary Duties of Members and Managers. Employee Fiduciary, LLC 401K Plan is a defined contribution plan with a profit-sharing component and 401k feature. Employee Fiduciary is a small business compared to Charles Schwab. This review will focus on two key areas: Employers may also limit plan entry dates to monthly, quarterly, or semiannual windows. Investment Fiduciary Services Group Benefits Group Health Insurance. Those LLC members who operate the business owe the fiduciary duties of loyalty and reasonable care to the non-managing LLC owners. Because limited liability companies (LLCs) are a relatively recent phenomenon and the Texas LLC statutes do not specify duties of Sales Representative Employee Fiduciary August 2014 – March 2016 1 year 8 months. Clear Fiduciary Consultants is an independent investment advisory firm, legally committed to serving your best interest. A free inside look at company reviews and salaries posted anonymously by employees. 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 … The company provides low-cost retirement plan recordkeeping and administration services to … Mobile, Alabama Area. 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. Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Employee Fiduciary is currently seeking a Senior New Business Analyst for our New Business department. A limited liability company (“LLC”) is often the preferred choice among the forms of business entities because it combines the advantages of a corporation, such as liability protection for investor-level members, and the advantages of a partnership, such as “pass-through” taxation. A fiduciary is anyone who makes decisions about plan operations, including its management or the disposition of its assets. This in turn creates corresponding duties owed by the fiduciary that go over and above those normally owed by an employee to an employer. Retirement Fiduciary Group works with Employers and Individual Investors to identify the best possible options to meet or exceed their goals. Examples of Fiduciary Relationships. 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 provides low-cost retirement plan recordkeeping and administration services to nearly 3,000 small and growing businesses nationwide. About Employee Fiduciary. Suing employees for breach of fiduciary duty Fiduciary duties. Senior Client Service Representative Auto Injury Solutions October 2017 – December 2018 1 year 3 months. Employee Fiduciary, LLC, founded in 2004, is a 401k plan provider for small businesses headquartered in Mobile, AL. Fiduciary Duty Lite is the term I use for the limited kind of “fiduciary” duty that employees owe employers. In reaching this decision, the court emphasized what is and is not a breach of an employee’s “fiduciary… 1,919 Employee Fiduciary jobs available on Indeed.com. Employee Fiduciary, LLC 401K Plan currently has over 100 active participants and over $2.1M in plan assets. 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. There are many types of fiduciary relationships, such as between employer and employee or an accountant and a client. Search our free database to find email addresses and direct dials for Employee Fiduciary LLC employees. A fiduciary is expected to behave with the highest standard of integrity and transparency and may not, in any way, benefit personally at the client's expense. 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