About

Better retirement outcomes begin with better solutions.

About ERISA

We’re an all-inclusive retirement plan solutions company located in Nashville, TN. Our company consists of retirement plan professionals, accountants, creatives, 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 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 for us 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.

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We transform retirement plans into powerful business tools that help your business and your employees succeed.

Richard Phillips, AIF, ERPA, CPC, QPA, QKA

Chief Executive Officer

Richard 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.

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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 Technologies 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, TN.

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Get started today.

Contact us to start the conversation about how to improve your existing retirement plan or to set up a plan for the first time. We’ll work with you to determine the best fit and we’ll custom-tailor your plan to meet your company’s objectives.