We have a saying here at Erisa, "Strategy is for the head. The outcomes are for the heart". But what do we mean?
Compliance comes as standard. That's our head. When you and your team invest their money, time and energy into a pension plan you need to know it’s working as hard as possible. That's the easy part...
401(k) plans. With a heart.
We have a saying here at Erisa, "Strategy is for the head. The outcomes are for the heart". But what do we mean?
Compliance comes as standard. That's our head. When you and your team invest their money, time and energy into a pension plan you need to know it’s working as hard as possible. That's the easy part...
The other part.
The heart part happens when the plan delivers more than compliance - when employees feel secure about their future, and employers feel proud of doing right by their people. It’s delivering confidence, pride and loyalty. It’s reassurance that gives you that "fuzzy" feeling inside.
There's a better way to run a plan.
"The real success isn't ticking every regulatory box. It's knowing the plan made a difference to someone's life - and giving employers the reassurance they've done right by their people."
Our work covers the essentials. Third-Party Administration keeps your plan running smoothly. Recordkeeping makes sure data is accurate and compliant. Consulting ties it all back to strategy, so your plan isn’t just in place – it’s delivering value every day.
We’ve supported hundreds of employers through the challenges of building and maintaining strong retirement plans. From small teams to large enterprises, our track record shows that clarity and consistency always pay off. Our expert panel brings decades of knowledge to ensure you’re getting advice that stands up under pressure.
We don’t stop at advice - we give you tools. Employer dashboards that let you see progress at a glance. Calculators that simplify decisions. Our annual Cheatsheet that brings the whole system into one simple, usable reference. It’s about making the complex simple, so you always feel in control.
When questions come up – and they always do - AskErisa is where you’ll find the answers. Think of it as a direct line to guidance that’s accurate, plain-speaking, and practical. It’s built to support employers who don’t want theory, just clarity, whenever they need it.
The difference between a 401(k) plan that ticks boxes and one that delivers real outcomes starts with a conversation. Book a plan review or schedule a meeting, and we’ll show you how to build a plan that works for your business and your people.
Because when a plan works, it’s not just compliance. It’s that fuzzy feeling - reassurance you can feel.
