Client Relations and Compliance Team

About

The Client Relations and Compliance Team at Employee Fiduciary is responsible for maintaining strong, compliant relationships with clients. They ensure 401k plans adhere to ERISA guidelines, manage client inquiries and relationships, and deliver timely, accurate customer service. By upholding rigorous compliance standards and fostering client trust, they support the company's mission of providing excellent, low-cost 401k plans to small and mid-sized businesses.