Retirement Plan Services

An open-architecture platform with all the features and amenities you’ve come to expect:

  • online account management for participants and employers
  • periodic statements
  • on-demand reporting
  • plan administration notifications to help keep you informed
  • eligibility tracking
  • paperless loan and distribution processing
  • automatic rebalancing
  • payroll system integration

We use the latest participant engagement technology in order to provide personalized retirement education to encourage employees to start participating in your plan and to start saving more.  This technology includes video-based guidance, targeted and proactive email campaigns, and retirement income projections to motivate and connect with employees like never before.

Annual compliance testing, Form 5500 and 8955-SSA government filings, and all the other services you need to keep your plan on track.  ERISA Partners offers two administration service tier options…

  1. ERISA §3(16) Plan Administrator
  2. Traditional TPA (non-ERISA §3(16) plan administrator)
Learn more

With ERISA Partners, you receive expert consulting from your own dedicated team of professionals.  Consulting considerations provide you with a retirement plan that’s customized to fit your organization’s unique needs.  We will also work with your CPA, financial advisor, payroll provider, etc. to provide a comprehensive solution that takes other aspects of your business into account.

We employ plan design techniques to solve some of the most common problems plaguing retirement plans:

  • Plan Audit Requirements
  • Corrective Distributions
  • Coverage Failures
  • Low Contribution Limitations for Highly-Compensated Employees
  • Excessive Costs
  • Costly Corrective Contributions

At ERISA Partners, we understand that proper plan design is the key to your retirement plan’s success. So, keeping your success in mind, we have come up with plan design solutions that allow for larger plan contributions and increasing tax savings, beyond what a traditional 401(K) arrangement would normally achieve. Together, these solutions make your plan a more powerful recruitment and retention tool than ever before. Our solutions can help make your organization a more attractive place to work, without eroding your bottom line.

Contact us for a design consultation.

Contact us

Custody Services - Charles Schwab Bank

Plan assets are held in custody by Charles Schwab Bank and all trading activity is executed on the company’s platform.

  • Custodial Account Statements
  • 408(b)(2) Disclosures
  • Open Architecture Trading Platform
  • FDIC Money Market Deposit Accounts
  • PCRA – self-directed brokerage accounts