Richard Phillips, AIF, ERPA, CPC, QPA, QKA
President & CEORichard 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, AIF, MAcc
Chief Operating OfficerChandler earned both his Bachelor’s and Master’s degrees in Accounting from Lipscomb University in Nashville. Chandler is 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. These responsibilities include market trading activities, daily valuation accounting services, retirement plan financial reporting, database administration, operational procedures, and internal control design. Chandler also oversees the technology infrastructure for both ERISA Partners and ERISA Advisers, which involves managing each companies’ 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 project manager, he develops the web application’s core mathematical and algorithmic formulas and directs the programming team’s development work.
In 2017, Chandler was invited to serve as a member of Charles Schwab’s Retirement Technolgoies Board, which is dedicated to the advancement of retirement plan experiences for industry professionals, employers, investment advisors, and employees. He is also a member of the Tennessee Society of Certified Public Accountants (TSCPA) and both the National and Middle Tennessee Society for Human Resource Management (SHRM).
Outside of work, Chandler enjoys listening to music, playing guitar, and writing songs. He lives with his family in Franklin, TN.
Interested in joining our team?
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.