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 Submit A Proposal Request

The decision to establish a qualified plan is significant in the operation of any company.  The ultimate design and implementation of the plan is the result of input from the employer and professional guidance from ERISA Consultants.  After obtaining an understanding of the employer’s specific goals and objectives, ERISA Consultants is determined to establish the kind of retirement plan that is desirable from the employee standpoint and is, at the same time, financially feasible and beneficial for the employer.

Our Retirement Plan Questionnaire has been designed to accomplish two objectives.  First, it is designed to assist the employer by clearly outlining and identifying important goals and objectives used by employers in implementing a qualified plan. Secondly, the questionnaire provides ERISA Consultants with valuable information that can be used in the analysis and design of a customized qualified plan. 

  Retirement Plan Questionnaire
 
Should you desire a formal, written proposal and quote, please print out the Questionnaire, complete and return to our office via fax or mail (information provided below). 
 
 Contact Information

 
 

Address, Phone, Fax

  

Email Addresses

  
 

P.O. Box 68

216 Fayette Street

Manlius, NY  13104

Phone: (315) 682-2285

Fax: (315) 682-1530

  

  

Main Mailbox:

  mail@erisaconsultants.com

ERISAnswer (Owner Only) - Marketing & New Plans:

   EAsales@erisaconsultants.com

ERISAnswer (Owner Only) - Support for existing plans:

   EAmail@erisaconsultants.com

  


ATTENTION PLAN PARTICIPANTS:

Inquiries regarding the operation of your employer's plan should first be directed to the benefits department at your place of employment.  If appropriate, they will refer you to us.  Please understand that there is certain information that we are unable to provide to you directly and, if a request for such information is made, we will have to insist that you contact your employer.

ATTENTION ERISAnswer CLIENTS:

In an effort to maintain a discounted fee schedule for our owner only 401(k) plans, we do request that, if possible, you make your inquiries via e-mail.  Click Here to obtain information about obtaining a participant loan.

 

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Reproduction of this Design (Text, Graphics, Code, etc.) in whole or part, in any form or any medium without the express written permission of erisaconsultants.com is prohibited.

 

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