ERISA Services, Inc. was founded in 1981 to specifically focus on retirement plan design and tax advantaged savings plans for small to mid-sized businesses. Our purpose is to help you and your employees become Retirement Ready.
With nearly 40 years in business and more than 500 combined years of personnel tenure in the retirement and pension industry, ERISA Services, Inc. represents clients spanning various industries including investment and financial groups, manufacturing companies, medical practices, professional organizations, traditional family-owned businesses, and sole proprietorships. Our vision is to make a positive impact on the retirement readiness of the communities we serve through our focus on client experience.
ERISA Services, Inc. is a TPA organization that does not provide investment advice or sell investments. We administer more than 1,300 plans using state-of-the-art technology to provide strategic and accurate service to our clients. Our mission is to provide prompt, personal, and professional service to our clients in the area of pension design and administration, while using the teachings of Christ as a guideline to how we operate.
Bridget Jarvis, Partner
ERISA Services of Alabama, LLC is a trusted advisor to our clients, partnered financial advisor and CPA’s. Our local service model provides a focus hands-on approach to customized retirement plan design, tax advantaged savings plans and fiduciary services for small to mid-sized businesses. Working with ERISA Services of Alabama frees up our clients to concentrate on what matters most – running a successful business. Our clients can rely on our local, client-facing consulting with a proactive service model. Advisors can rely on our commitment to service and partnership to work with all major record keepers. Clients and financial advisors are partnered with a dedicated implementation and relationship manager with an average tenure of over 20 years. ERISA Services of Alabama is committed to local service with face-to-face annual reviews. Our local consultant, Bridget Jarvis, has over 15 years of experience in advanced plan design, retirement plan administration and fiduciary services.
Nick Westmoreland, Partner
ERISA Services of Georgia, LLC is a trusted advisor to our clients, partnered financial advisors and CPA’s. Our focus is customized retirement plan design, tax advantaged savings plans and fiduciary services for small to mid-sized businesses. Our local service model provides a hands-on approach to retirement plan administration, freeing up our clients to concentrate on what matters most – running a successful business/organization. Powered by ERISA Services, Inc., our clients can rely on our unwavering desire to serve and a level of expertise that provides the reassurance they desire when sponsoring a qualified retirement plan. Committed to service – clients and financial advisors are partnered with a dedicated Implementation & Relationship Manager with an average tenure of over 20 years. Our local Partner & Consultant, Nick Westmoreland, QPFC has over 12 years of experience in advanced plan design, retirement plan administration and fiduciary services.
Bob Miller, Partner
ERISA Services Midwest, LLC is a trusted advisor to advisors and their clients. Our local service model provides a hands-on approach to retirement plan administration. This makes it easier for the client to focus on their business while keeping the plan up-to-date, performing to meet goals and objectives and in compliance. We are transparent on cost and independent from the record keeper, allowing us to sit on the “same side of the table” as the client. ERISA Services Midwest, LLC believes that a business owner should be able to focus on running their business without worrying about running their retirement plan too. Our practice and service model are designed to support the business owner’s ability to do just that — while we focus on the retirement plan. A local, client-facing consulting third-party administrator with a proactive service model. Advisor-focused, designed to support the advisor and their clients. Independent from the record keeper while being aligned with all major record keepers, allowing us to negotiate on behalf of the client and bring economies of scale. Transparent about cost and full revenue offset when available. Committed to service — clients are assigned a day-to-day administrator with an average tenure of over 23 years. Local, with face-to-face, annual reviews and available on call when needed. Our local consultant Bob Miller, QPFC, AIF, has over 23 years of experience in all facets of plan administration, compliance and reporting.
When you partner with our affiliate company, ERISA 316 Services, we manage the administrative and fiduciary tasks on your behalf to give you the peace of mind you deserve. Plan sponsors have many obligations, including payroll submissions, maintaining trustee duties, and communicating with plan participants. ERISA 316 Services has identified the most common and time-consuming tasks and will act as a plan fiduciary and oversee the processing, approval, and completion of key administrative tasks, including: participant loans and distributions, terminations and retirements, eligibility tracking, delivering required notices to plan participants, and preparing and signing the Form 5500.
With ERISA Services continued involvement with Defined Benefit and growing popularity of Cash Balance plans, the need for ERISA Actuarial Services became evident. We will select the Actuary who best fits the needs of the client and control the experience and communication for our clients with their Defined Benefit Plan. We consult on the complex plan design involved, make recommendations, and coordinate the required joint plan testing between the 401(k) Plan and DB plan. Cash Balance and Defined Benefit plans permit larger annual tax deductible contributions and benefits that are not available in Defined Contribution plans. Our team helps easily design these plans to benefit the Employer in tax savings and wealth accumulation, while offering an incredible benefit to their employees at the same time.