How does it work?
1. Set a Goal
We’ll help you set a retirement income goal based on the kind of lifestyle you want during retirement, and we’ll ask some questions about your current financial picture.
2. Create Your Strategy
Our technology will create a contribution and investment strategy that’s optimized to help you reach your goal.
3. Stay on Track
We’ll send you periodic updates about your account’s progress towards your goal and make suggestions for changes along the way.
Someone You Can Talk To
Technology is great, but sometimes you need to talk to a person. We’re firm believers that every investor on our platform should have access to a professional investment adviser who can talk with them about their strategy and provide personalized advice.
Our team of licensed experts make it easy to invest by offering professionally-designed model portfolios that take the guess-work out of investing. We utilize sophisticated portfolio modeling and analysis techniques to manage risk through any economic scenario.
- Aggressive Growth
- Moderate Growth
- Balanced Income
- Global Equity
- Fixed Income
Let us take the wheel.
By investing your account in one of our model portfolios, you can kick back and let us focus on your managing your investments through the ups and downs of the market.
Indexed-Based, Low-Cost Investments
We use the lowest-cost share class Vanugard and Dimensional Fund Advisors (DFA) index-style mutual funds available to your plan so that you can keep more of your investment returns and have the best opportunity for retirement success.
Independent from the Start
ERISA Advisers is an independent Registered Investment Adviser (RIA) and always has been, which means the advice we offer is unbiased and our fees are transparent. We’re proud to say that we do not accept commissions and that our recommendations are solely for your benefit.
For Retirement Plan Trustees and Sponsors
We stand by our investment recommendations by signing on as a 3(38) fiduciary, which means it’s our responsibility to always manage and monitor the plan’s investment menu in the best interest of the participants. Is your adviser a fiduciary and acting in your participants’ best interest?
Ready to get on track?
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.