Who we work with
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?
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.
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
Goals & objectives meeting
Let’s talk about your motivation for a retirement plan.
Blueprint
Within 48 hours, we’ll draft a blueprint for a plan that meets your goals and objectives.
Select service partners
Once you approve the blueprint, we’ll assemble the team of service partners to build and maintain the solution
Launch day
After you feel 100% satisfied, we’ll launch the plan.
What you can expect with ERISA Consultants
ERISA experts with deep experience in developing custom plan solutions
Experienced professionals with the know-how to administer a custom solution
A dedicated relationship manager
Exceptional customer service
Ongoing consulting to maintain an optimal solution
Have a quick question
info@erisa.com
Phone
(800) 858-6989