Plan by plan, we’re shaping futures.
Our team of experts is on a mission to change the way retirement plans are delivered. Traditionally, retirement plans have been delivered by financial advisors that aren’t retirement plan experts. This has left many employers without the proper guidance and solutions to help make the most of their plan, and that’s what we want to change.
We believe you deserve to work with an expert that can help tailor your retirement plan to serve your employees, while being a good fit for your business.
As plan administrators, we help your plan maintain compliance with federal regulations.
Recordkeeping is the transactional accounting of your retirement plan. Is your plan audit-ready?
We help employers select and monitor their plan’s investment menu and meet fiduciary requirements.
Consulting & Design
Our deep expertise helps your plan maximize its value to your employees and your organization.
Richard Phillips, ERPA, CPC, QPA, QKA, AIF
Chief Executive Officer
Chandler Julian, CPA, AIF
President & Chief Financial Officer
ERISA Consultants is the parent company of ERISA Partners, ERISA Advisers, and ERISA Technologies. ERISA Partners provides plan administration and recordkeeping services. ERISA Advisers is a Registered Investment Adviser providing 3(38) fiduciary services and investment management. ERISA Technologies develops our proprietary technology solutions.
Trusted by Thousands Since 1992
Originally founded in Hattiesburg, Mississippi in 1992 as an investment advisory firm. In the early 2000s, the firm expanded services to include plan administration and recordkeeping. The firm’s technology development efforts began in 2015 to build custom solutions that weren’t available through technology vendors.
We believe people should be excited to retire someday. And we think they should feel empowered to take control of their future. That’s why we’re building new ways for companies to offer more competitive retirement benefits and better planning experiences that change the way their employees think about retirement.
We value honest and trustworthy advice for our clients and the participants we serve. Our promise is to put your business and your employees above everything, and our dedicated service model demonstrates that each day.
Join Our Team
Learn more about the types of positions and the benefits of working with us on our Careers page.