Over 20 years
in business

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As a value added service, “The ERISA Difference” offers our clients written guarantees for all the components of the business relationship, costs, timeliness and quality of services rendered.  In conjunction with these guarantees, the balance of The ERISA Difference provides an explanation of services rarely found in the field of qualified plans. 
 

ü     We guarantee our fees for a period of at least three years.

 ü     We guarantee delivery of our administrative reports by no more than 30 days following the receipt of all necessary information, or we issue a 1% rebate for each day the report is late.

 ü      ERISA Consultants administers over 750 qualified retirement plans, including defined contribution, defined benefit, ESOP, 403(b) and Section 125/cafeteria plans, in nearly 40 states.

 ü      ERISA Consultants is purely a technical firm specializing in the field of qualified retirement plan compliance.

 ü      All of our services are offered through a written letter of agreement that itemizes the services to be performed and the appropriate fee being charge for each service. We work exclusively on a “quoted fee” basis and do not charge for work which is not quoted in advance.

 ü      We assign one administrator and one backup administrator to each client to insure consistent and effective communication.

 ü      We act independently, in a consultative capacity, providing quality administrative services that can be used in conjunction with any set of investment options.

  ü      We serve as curriculum coordinators and faculty for the Institute for Pension studies, a nationally recognized pension designation program conducted at Fairfield University in conjunction with a national banking organization known as The Savings and Community Bankers of America. 
 

ERISA Consultants is an actuarial and pension consulting firm located just outside Syracuse, New York in the village of Manlius. Founded in 1982, ERISA Consultants works with accountants, attorneys, financial consultants and banks to provide actuarial and administrative services to hundreds of qualified retirement plans.

 ERISA Consultants also offers services relative to pension plan design and proposal generation, drafting and submission of plan and trust documents, amendment and termination of plans, and a variety of related technical issues.  Our firm does not, however, participate in the investment of trust fund assets, either directly or indirectly.

 In addition, as part of a unique relationship between ERISA Consultants and the National Council of Savings Institutions (the national trade association of the mutual savings bank industry), ERISA Consultants has designed, and provides faculty for, the Institute for Pension Studies at Fairfield University, Fairfield, Connecticut.  The Employee Plan Specialist (or EPS) designation (as developed by ERISA and the National Council) is a nationally-recognized symbol of professional competency in the field of qualified retirement plans.

 As a result of nearly 20 years of providing superior administrative services in the field of qualified plans, ERISA Consultants has been established as a nationally recognized service provider by institutions such as A.G. Edwards & Sons, Mass Mutual Life Insurance, Manulife Financial, Charles Schwab & Co. and MFS Investment Management.
 

¢ Our Staff

Our staff consists of actuaries offering a combined 40 years of pension related experience, principals who have served as nationally recognized educators for over 20 years, and long term administrators who oversee both qualified retirement plans and employee benefit plans including:  401(k), money purchase, profit sharing, new comparability profit sharing, 403(b) and Section 125 (cafeteria) plans.

The professional development of our staff is accomplished via in-house training and ongoing professional educational offerings by nationally renowned pension organizations such as McKay Hochman, Corbel & Co. and the Institute for Pension Studies.  These measure, as well as other tools such as an extensive CD-ROM library and membership to an array of benefit consulting organization, guarantee that the highest possible level of expertise is available to our clients.

As further support for our staff of professionals and clients, ERISA Consultants employs one of the most cutting-edge software systems in the field of qualified plans, ASC.  Considered by many experts as one of the top two software systems in the field of qualified plans, ASC provides ERISA Consultants with frequent software and informational updates to ensure that our staff and clients are up to date with the ever-changing laws and regulations.

ERISA Consultant offers our clients a wealth of information related to qualified plans via our website.  The website, accessible 24 hours a day, provides both plan sponsors and participants information including downloadable operational forms, summary of plan provisions, articles of interest and many additional features that all of our clients find invaluable.

Additionally, ERISA Consultant believes strongly in a secure, seamless exchange of data to ensure accuracy and efficiency. Our computer systems have been design to handle input of data from an almost unlimited variety of sources.  Every member of our administrative staff istrained to work with electronic data and can communicate directly with a client regarding all electronic data issues.

ERISA Consultants charges for its professional services on a “quoted-fee” basis. Prior to beginning any technical work, ERISA Consultants will provide a client with a specific quote for anticipated services.  This enables the employer to know the exact expense involved in the establishment and operation of its qualified plan or plans.

All charges for annual administration include a base fee plus a per participant charge.  The base fee may vary depending upon the type of plan involved, its features and complexity, the desired frequency of valuations and other factors.  Extraordinarily complex trust investments, or the transmission of inaccurate or incomplete data, may result in additional charges being incurred.  Always, however, the client will be informed of this possibility prior to the imposition of additional charges over and above the quoted amount.

Fees for other types of services – including plan design, installation and submission, amendment and restatement, and terminations – are available upon request.   

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Located at 216 Fayette Street, P.O. Box 68, Manlius, NY  13104.