1-800-858-6989

Reimagine what your company's retirement plan can do.

It goes without saying that your retirement plan should be good for your employees, but it should also be good for you and your business.  Our expertise is transforming retirement plans into powerful business tools that help your business and your employees succeed.

All-Inclusive Retirement Plan Services

Specialized Plan Design & Consulting

 

Administration & Recordkeeping

 

Compliance & Reporting

 

Investment & Fiduciary Management

 

"Better retirement outcomes begin with better solutions."

– Richard S. Phillips
President & CEO
Retirement Plan Impact on Your Company's Labor Cycle

On-Time Retirement

Will your retirement plan help your business remain competitive by helping employees retire when they should?

In a normal labor cycle, as employees progress towards retirement, younger, less expensive talent joins the organization to fill necessary positions.  However, if older employees are not able to retire on time, an organization’s labor costs escalate and new talent is not fostered quickly enough to stay competitive.

Having a retirement plan that can help employees retire on time is not only good for the employees, it’s good for your organization.  So, we design plans that help employees of all ages get on track for an on-time retirement by expanding the range of contributions to significantly increase savings without increasing your organization’s cost.

Take Your Pre-Tax Contributions to the Limit

Because most other providers give you limited, pre-packaged plan design options, those types of plans don’t allow you or your participants to reach the IRS contribution limit without it either becoming too costly for the employer or failing compliance requirements.

So, we specialize in designing plans that achieve greater contribution outcomes beyond those traditional arrangements so you can maximize your pre-tax savings without blowing the budget or failing compliance.

Larger Pre-Tax Contributions Achieved By Retirement Plan Design

We think differently.

Most employers aren’t aware that their retirement plan can be specifically designed to target benefits to groups of employees that help your business thrive.

A Fair Opportunity

Due to the decline in Social Security benefits, higher-paid employees will need greater retirement savings than what a traditional plan can offer.

Your company is probably made up of three groups of people – owners and executives, key personnel that your business couldn’t run without, and transitional staff.  Each of these groups have different needs when it comes to retirement.  So why does your retirement plan treat them all the same?

We use our regulatory expertise to design a custom-tailored retirement plan that provides a meaningful benefit to each group that makes up your company.  We believe every employee should have the same opportunity to save for retirement on a pre-tax basis, regardless of income or role.

Maximize Your Retirement Plan Contributions
 

Retirement Plan Experts

Each plan consultant on our team is cross-trained to become an expert in all aspects of retirement plans and ERISA law.

Retirement plans are typically serviced by an adviser, third-part administrator, recordkeeper, and custodian.  Because each of these areas requires a unique set of knowledge and expertise, our team of retirement plan professionals is dedicated to mastering each one through extensive training and case-studies.  This specialized focus on retirement plans allows us to provide expert-level guidance to our clients that most other  financial advisers can’t deliver.

We frequently tailor retirement plan designs for these types of companies…

Physician Groups

 

Law Firms

 

Engineering Firms

 

Professional Services

 

Manufacturing

 

Information Technology

 

Medical Billing

 

Hospitality & Restaurants

 
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What's your challenge?

We can help.

Contact us for a complimentary plan review.  We will evaluate your business objectives and plan design for recommendations to improve outcomes for your business and your employees.

Office Address

7003 Chadwick Drive, Suite 210
Brentwood, TN 37027

Mailing Address

P.O. Box 22968
Nashville, TN 37202

Phone

Toll Free: 1-800-858-6989
Local: 615-309-5592

More Info

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ERISA Corporation, ERISA Partners, Inc., ERISA Advisers, Inc., ERISA Technologies, Inc. are separate but affiliated companies.  ERISA Corporation dba ERISA Consultants. Third-party administration and recordkeeping provided by ERISA Partners, Inc. Fiduciary and investment management services provided by ERISA Advisers, Inc., a state-registered investment adviser in Tennessee. flexComp software licensed through ERISA Technologies, Inc.

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