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ERISA Consultants
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Company Profile

ERISA Consultants is a private, independent actuarial and pension-consulting firm located in Manlius (Syracuse), New York. Founded in 1982, ERISA Consultants works with banking institutions, accountants, attorneys and financial consultants to provide actuarial and administrative services to hundreds of qualified retirement plans.

ERISA Consultants assists employers in the design, implementation, administration and communication of a wide range of retirement plans. We are committed to providing these services to our clients in a timely, accurate and cost-effective manner.

Our administrators are dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security.

ERISA Consultants takes the confusion out of plan administration duties and decision making by providing our clients with the consulting and technical expertise they need. We are committed to maintaining effective state-of-the-art computer systems and applications for administrative procedures which permit us to process our clients’ work efficiently and ensure the highest standards of quality.

The ERISA Difference

As a value added service, "The ERISA Difference" offers our clients’ written guarantees for all components of the business relationship, including cost, timeliness and quality of services rendered. "The ERISA Difference" provides a level of service rarely found in the field of qualified plans, as follows:

bullet All services offered in writing with at least a three-year price guarantee.
 
bullet Over 90 years of combined experience administering qualified plans.
 
bullet Unlimited access to our administrators, at NO COST. Telephone consultations and answers to technical questions are NEVER billed.
 
bullet 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. ERISA Consultants is purely a technical firm specializing in the field of qualified retirement plan compliance. We do not participate, either directly or indirectly, in the investment of trust fund assets.
 
bullet We assign one administrator and one backup administrator to each client to ensure consistent and effective communication.
 
bullet All services are offered through a written letter of agreement that itemizes the services to be performed and the appropriate fee being charged for each service. We work exclusively on a "quoted fee" basis and do not charge for work that is not quoted in advance.
 
bullet We act independently, in a consultative capacity, providing quality administrative services that can be used in conjunction with any set of investment options.


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