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401(k) Advisors

Are you a 401(k) Advisor?

Partner with Employee Fiduciary to attract and retain more business!  Check out our benefits and estimate how much a new retirement plan would cost your clients based on our fees, your fees, and available tax credits.

Become a Partner Estimate Plan Cost

Our Benefits for Financial Advisors

At Employee Fiduciary, we welcome the opportunity to partner with 401(k) financial advisors who want to leverage our strengths to help attract and retain clients. Here's why hundreds of advisors nationwide partner with us today. 

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Low Fees

Our fees are among the lowest in the country, making it easier for you to demonstrate objective value to your clients. 
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Dedicated Service Team

All of your clients will be assigned the same installation and account manager. 
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Custom Plan Design

No off-the-shelf plans here! We help each client choose the plan features that best fit their unique goals and budget. 
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Fee Collection & Remittance

We can collect your fees from plan assets and remit them to you quickly. We can also include your fees on participant fee disclosures. 

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Free Directory Listing

Our Advisor Directory is used by employers daily to find advisors in their area. All partners get a free listing. 

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Model Portfolio Capabilities

Manage customized portfolios via the plan sponsor website. 

Startup 401(k) Plan Tax Credit Calculator

SECURE 2.0 significantly enhanced the tax credits available to eligible small businesses who start a new 401(k) plan. Use our free calculator to estimate how much a new plan would cost your clients based on our fees, your fees, and available tax credits.

How many employees?

Include business owner(s)
Tax credits are limited to 100 or less employees

How many of these employees are HCEs?

You cannot have more HCEs than employees

Will plan offer automatic enrollment?

Your annual advisory fee

Year 1
Year 2
Year 3
401(k) Plan Cost
$2,000
$1,500
$1,500
Employee Fiduciary Fee
$1,500
$1,500
$1,500
One-Time Startup Fee
$500
$0
$0
Your Advisory Fee
$0
$0
$0
Tax Credits
$3,750
$3,750
$3,750
Startup Credit
$3,750
$3,750
$3,750
Auto Enrollment Credit
$500
$500
$500
Plan Cost After Credits
$0
$0
$0
401(k) Plan Cost
$0
$0
$0
Tax Credits
$500
$500
$500
Credits Still Available
$0
$0
$0
Credits Available
$0
$0
$0
Credits Applied
$0
$0
$0
Ready to get started?
Request a Quote

Interested in Partnering with Employee Fiduciary?

Become an Advisor Partner