ERISA experts, supporting employers, advisors & CPAs

Improve compliance, boost retirement outcomes.

Who we work with

Employers hover

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-Hover

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-hover

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 white

Goals & objectives meeting

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

Blueprint white

Blueprint

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

partners white

Select service partners

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

Launch day white

Launch day

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

What you can expect with ERISA Consultants

blurb_shape

Erisa experts with deep experience in developing custom plan solutions

blurb_shape

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

blurb_shape

A dedicated relationship manager

blurb_shape

Exceptional customer service

blurb_shape

Ongoing consulting to maintain an optimal solution

Have a quick question

Email

info@erisa.com

Phone

(800) 858-6989