WHAT IS YOUR WHY FOR
YOUR RETIREMENT PLAN?
Starting with your “why” brings clarity. Connect your business strategy to retirement outcomes that work for you and your employees.
Strategy Fuels Growth. Forms and Filings Don’t.
Solutions
Real retirement outcomes, not just compliance.
Partner with us and we provide comprehensive services for retirement plans.
- Third-Party Administration
- Recordkeeping
- Consulting
Purpose
Your retirement plan should be a business tool, not a burden.
Start with your goals, and build a plan that actually delivers.
At ERISA Consultants, we start with your goals. Whether it’s attracting talent, saving time, lowering taxes, or reducing risk. Your retirement plan should serve your business strategy, not just check a compliance box.
Resources
We make it easier to understand what matters, so you can focus on what’s next.
Our resources break down the complexity so you can move forward with confidence. At ERISA Consultants, we believe our website is more than just a digital business card. It’s a platform to help improve outcomes by expanding understanding.
What does it mean to be an
ERISA Consultant?
It means helping you reach your retirement plan goals, while navigating a complex web of rules and options. As your lead consultant, we coordinate across advisors, recordkeepers, and providers to keep your plan aligned, compliant, and delivering real results.
What does working with
us actually look like
You get a dedicated team that knows your plan and your goals. We bring big-plan process and precision to every client, ensuring nothing falls through the cracks, and your plan drives value for your business and your employees.
A Purpose-Driven Retirement Strategy.
A structured approach to building enterprise value with precision and compliance.
Employer’s Strategic Objective
Understanding your business goals and how your retirement plan serves them.
Define Target Benefit Outcomes
Establishing clear benefit targets that align with long-term objectives.
Governance & Oversight
Ensuring expert-level compliance and fiduciary governance.
Assemble the Team
Bringing together specialists to manage and optimize your plan.
Monitor
Annual reviews to ensure adherence and performance.
