ERISA experts, supporting employers, advisors & CPAs

Improve compliance, boost retirement outcomes.

Who we work with

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Employers

What’s your motivation for offering a retirement plan?

  • Recruit and retain key employees?
  • Participant outcomes so they are in track for a secure retirement?
  • Tax shelter for owners and C-suite executives?
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Advisors

After the fee race to the bottom, now what?

  • We’re empowering advisors with value added consulting that goes beyond fee benchmarking.
  • Plan design, the last frontier in the quest to deliver value.
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CPAs

Let’s build a strategy for that !

  • How do you leverage a tax-qualified plan that is integrated for a buy-out strategy?
  • Diversification and risk-mitigation techniques create exit strategies for closely held business.
  • Non-qualified deferred comp, Why?

Simple from start to finish

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Goals & objectives meeting

Let’s talk about your motivation for a retirement plan.

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Blueprint

Within 48 hours, we’ll draft a blueprint for a plan that meets your goals and objectives.

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Select service partners

Once you approve the blueprint, we’ll assemble the team of service partners to build and maintain the solution

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Launch day

After you feel 100% satisfied, we’ll launch the plan.

What you can expect with ERISA Consultants

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ERISA experts with deep experience in developing custom plan solutions

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Experienced professionals with the know-how to administer a custom solution

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A dedicated relationship manager

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Exceptional customer service

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Ongoing consulting to maintain an optimal solution

Have a quick question

Email

info@erisa.com

Phone

(800) 858-6989