We’re an all-inclusive retirement plan solutions company located in Nashville, TN. Our company consists of retirement plan professionals and software engineers that collaborate to bring new ideas and better experiences to employers and employees from a variety of industries. We’re sticklers for detail and we’re relentless in our pursuit of helping participants set a retirement goal and receive professional guidance of how to reach their goal. To us, good service means that you don’t have to be transferred to various departments or put on hold to get one question answered. Our team is eager to help and no challenge is too big to tackle.
And while we do call Nashville home, we serve clients across the country and work hard to make your experience feel truly personal and as local as possible.
Richard Phillips, AIF, ERPA, CPC, QPA, QKA
Chief Executive OfficerRichard is the founding principal of both ERISA Partners, Inc. and ERISA Advisers, Inc. He brings over 25 years’ experience to the effective design, consulting, and management of 401(k) plans.
Richard holds a Bachelor’s of Science in Business Administration with a concentration in Banking and Finance, and a minor in mathematics. Richard is an Accredited Investment Fiduciary who adheres to a strict interpretation of a fiduciary. As an Enrolled Retirement Plan Agent (ERPA) Richard has earned the privilege of practicing before the Internal Revenue Service. He is also a Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA) and is a member of the American Retirement Association. Richard has contributed case studies for the American Law Institute-American Bar Association’s advanced pension program. He has also provided continuing education programs for CPA groups and has lectured on plan design techniques for medical groups at the RBMA Education Conference.
Richard currently serves as co-chair of the Retirement Plan Academy, the division of the American Retirement Association that provides education and training to more than 13,000 members. As co-chair he oversees the development of training and educational programs for entry-level staff up to senior level consultants, as well as continuing education programs, webinars and publications.
Richard has served as a subject matter expert to the Retirement Plan Academy on coverage testing under IRS Code §410(b) and investments. Prior to becoming co-chair of the Retirement Plan Academy, he lead a team to revise and update the investment curriculum of the Certified Pension Consultant program. He also chaired the committee tasked with revamping the curriculum of the Qualified Plan Financial Consultant (QPFC) program, a high level training program for advisors working in the qualified plan arena.
Richard is a member of St. Paul’s Episcopal Church in Franklin, Tennessee and has served on the vestry where he chaired the finance committee and served as a member of the executive committee.
Richard lives with his family in historic Franklin, Tennessee.
Chandler Julian, CPA, AIF
President & Chief Financial Officer
Chandler earned both his Bachelor’s and Master’s degrees in Accounting from Lipscomb University in Nashville. Chandler is a Certified Public Accountant (CPA), an Accredited Investment Fiduciary (AIF®) designee, and holds a Series 65 investment license as an Investment Adviser Representative (IAR) with ERISA Advisers, Inc.
Chandler directs of ERISA Consultants’ operational and strategic activities. The firm’s core operations include market trading activities, retirement plan valuation accounting, financial reporting, client experience, and internal control. Chandler also oversees the technology infrastructure, which includes the company’s cloud platforms, client web portals, CRM systems, and corporate websites.
Additionally, Chandler has worked extensively in the development of flexComp, a proprietary software solution. As a project leader, he leads the analytical, development, and creative teams to produce a cohesive end result.
Chandler currently serves as a member of Charles Schwab’s Retirement Technolgoies Board, and he’s passionate about pushing the retirement plan industry forward.
Outside of work, Chandler enjoys listening to music and playing guitar. He lives with his family in Franklin, Tennesee.
Software EngineerDillon earned is bachelor’s degree from Lipscomb University in Nashville, TN. He serves as the firm’s primary software engineer and focuses on writing custom web applications. Dillon is considered a full-stack development expert and has worked on several high-profile projects, including application programming with the Defense Advanced Research Projets Agency (DARPA).
Outside of work, Dillon enjoys exercising, biking, and playing with his dog. Dillon lives in Nashville, TN.
Retirement Plan SpecialistDaniel earned his bachelor’s degree from Lipscomb University in Nashville, TN. He is responsible for supporting retirement plan participants and partners.
Outside of work, Daniel enjoys reading and spending time with friends and family. He is a native of Franklin, TN.
Retirement Plan AdministratorHunter is responsible for supporting retirement plan participants, sponsors, and partners. He focuses on compliance testing and year-end reporting. Hunter holds his Series 7 and Series 66 licenses.
Hunter and his family live in Nashville, TN.
Retirement Plan AdministratorDakota graduated from the University of Tennessee at Chattanooga with a Bachelor’s degree in accounting and he earned his MBA from Lipscomb University in Nashville. He focuses on daily recordkeeping operations and supporting plan participants.
Outside of work, Dakota enjoys playing softball and lives in Franklin, TN.
Dinesh Reddy Kavalakuntla
Dinesh earned his Master’s degree in Computer and Information Sciences from the University of Cincinnati and he focuses on front-end web interface development.
Now, enough about us - let's talk about you.
7003 Chadwick Drive, Suite 210
Brentwood, TN 37027
P.O. Box 22968
Nashville, TN 37202
Toll Free: 1-800-858-6989
Copyright © ERISA Consultants. All rights reserved.
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.
Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and ERISA Adviser's charges and expenses. ERISA Adviser's internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where ERISA Advisers is not registered. Market Data by Morningstar.