Over 20 years
in business

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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.