Who we work with
![Employers hover](https://erisa.com/wp-content/uploads/Employers.png)
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](https://erisa.com/wp-content/uploads/Adivisors.png)
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](https://erisa.com/wp-content/uploads/CPAs.png)
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](https://erisa.com/wp-content/uploads/goals-objectives-meeting-white.png)
Goals & objectives meeting
Let’s talk about your motivation for a retirement plan.
![Blueprint white](https://erisa.com/wp-content/uploads/Blueprint-white.png)
Blueprint
Within 48 hours, we’ll draft a blueprint for a plan that meets your goals and objectives.
![partners white](https://erisa.com/wp-content/uploads/partners-white.png)
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](https://erisa.com/wp-content/uploads/Launch-day-white.png)
Launch day
After you feel 100% satisfied, we’ll launch the plan.
What you can expect with ERISA Consultants
![blurb_shape](https://erisa.com/wp-content/uploads/Erisa-experts-with-deep-.png)
Erisa experts with deep experience in developing custom plan solutions
![blurb_shape](https://erisa.com/wp-content/uploads/Experienced-professionals-.png)
Experienced professionals with the know-how to administer a custom solution
![blurb_shape](https://erisa.com/wp-content/uploads/relationship-manager.png)
A dedicated relationship manager
![blurb_shape](https://erisa.com/wp-content/uploads/Exceptional-customer-service.png)
Exceptional customer service
![blurb_shape](https://erisa.com/wp-content/uploads/Ongoing-consulting.png)
Ongoing consulting to maintain an optimal solution
Have a quick question
info@erisa.com
Phone
(800) 858-6989