Over 20 years
in business

Employers sponsoring employee benefit plans have an ongoing responsibility to operate plans in compliance with current regulations and in a manner which is fair and uniform to all plan participants.  The staff at ERISA is dedicated to ensuring that you have the appropriate knowledge and tools to meet these goals.

Information and operational forms for 'Owner Only' plans

ERISA Clients

   Plan Documents

We believe that educating our clients about their plans is an important part of this process.  Understanding common terminology and, for our retirement plan sponsors, defining the responsibilities of the pertinent parties (the employer, ERISA and the financial consultant), will optimize the day to day operation of your plan.

Plan Terminology Definitions

Directory of Responsibilities

More announcements and tips (continued from Home Page)

ERISAPAY - We are pleased to announce that we now offer payroll services.  In addition to receiving quality payroll services at a competitive price, the data collection process for your retirement or flex plan is made much easier!  Click Here for more...

LINKS

Clients who have not included a "Safe Harbor" provision in their 401(k) Plans should monitor their discrimination testing closely.  Post year end corrections of a failed ADP/ACP discrimination test can be a hassle for everyone involved.  We prefer to see our clients pass their tests without corrective distributions or additional contributions.  As a means to assist clients in this area, we offer "Interim Testing" for a fee of only $10 per participant ($150 minimum).  Based on data up to a certain date or projected data for the year, we can perform a preliminary review, alert you to any apparent problems and even make recommendations for increasing deferrals on behalf of the highly compensated employees if the test is projected to pass within a sizable margin.  We strongly recommend this service - particularly to clients who do not have any other interim valuations prepared by ERISA during the plan year.

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