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.
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.
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.