For TPAs & Recordkeepers

We partner with TPAs and recordkeepers to provide specialized back-office services.  Contact us to learn more.

Specialty Plan Design Operation

Does your client have a specialized plan design that most other recordkeepers have trouble operating? At ERISA Partners, we excel at operating complex plan designs that require unique operational solutions.

Recordkeeping

Leverage our recordkeeping processes and technology to provide a seamless experience for your clients.  Our recordkeeping platform can be customized to your taste so your branding is kept consistent.

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Compliance Testing, 5500 Preparation, Plan Valuation

Streamline your plan year-end work by allowing us to conduct your plans’ compliance testing, Form 5500 preparation, and annual plan valuation.