Affordable SME retirement Target small to mid-sized businesses seeking low-cost, full-service 401(k) recordkeeping and TPA capabilities, highlighting Employee Fiduciary’s focus on cost efficiency and simplified plan administration for firms with 5,000+ clients and 145,000+ participants.

Big client momentum Leverage the company’s established base serving over 5,000 small businesses and a growing participant pool to upsell advanced plan features, education, and personalized support to mid-market employers looking to optimize retirement outcomes.

Low-cost fund emphasis Position opportunities around the availability of low-cost investment options (Vanguard funds, index funds, ETFs) to address fiduciary risk and fee disclosure concerns in client conversations, offering a differentiated value proposition against higher-fee competitors.

Strategic leadership Engage prospects by highlighting recent leadership appointment of a new president to signal potential strategic momentum, new initiatives, and sustained focus on expanding capabilities for small business retirement programs.

Tech-enabled simplicity Promote the integrated online experience including participant and sponsor websites, online statements, loan processing, plan document services, and Form 5500 support as a selling point for SMBs seeking streamlined operations and reduced administrative burden.