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Learning, Sharing, and Teaching => Investor Alley => Topic started by: jeff2017 on January 08, 2018, 07:01:27 AM

Title: Guideline & Employee Fiduciary
Post by: jeff2017 on January 08, 2018, 07:01:27 AM

Thoughts on pro/cons on each of these for a small company?

Title: Re: Guideline & Employee Fiduciary
Post by: MJseast on January 18, 2018, 10:27:35 PM

I don't have direct experience with either one, and haven't done a ton of research into them both, but so far I like Guideline because the cost will be lower per employee in my situation (depends on how many you have) and I like that they have Vanguard fund choices. I also don't like the E.F. charges a fee based on a % of the total assets held. I know that's common, but Guideline doesn't do that.