Types of Plans We Administer
When it comes to plan design, it is critical to conduct a full analysis of the goals of the plan for each sponsor. This enables us to help you make informed decisions regarding the options available to you as a plan sponsor. We provide custom plan design to help you meet your retirement plan objectives.
We administer the following plan types:
Plan Administration & Consulting
One of the strengths of ERISA Services is that we provide the full-service administration required to maintain a retirement plan.
Document Preparation & Reporting
ERISA Services understands that document preparation can seem daunting to plan sponsors. Our client management database is constantly evolving to allow us to track, follow up and provide the most efficient management of your retirement plan. We offer the following document preparation and reporting services:
In the pension administration field, it is imperative that we stay abreast with the current changes in the IRS Code and tax laws. Although fee disclosure is now required by the DOL, ERISA Services has always operated with full fee disclosure and transparency. Our employees have a commitment to stay informed and up-to-date with all changes and increase their knowledge base through industry events, and continuing education in the area of qualified retirement plans. This enables us to better serve our clients through:
We support our plan sponsors with employee communications relating to document distribution, educational meetings, and the benefits of participating in a 401(k) plan.
This occurs through: