Personalized Retirement Plans and Guidance

Gain clarity with our personalized retirement plans learn how it impacts your future

Overview

Sometimes the number of decisions that go into saving for retirement can leave your employees feeling overwhelmed. How much should I save? How should I invest my savings? Am I still on track? The good news is your employees don’t have to answer these questions alone.

Why ERISA?

Our goal is to simplify the process of saving for retirement so that it’s easy for everyone, regardless of how financially savvy they are. We make this possible through a combination of technology that’s engineered to make it easier to stay on track for retirement and a team of financial experts that’s ready to support your employees along the way.

How it works...

  • 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.

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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.

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Model Portfolios

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.

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Indexed-Based, Low-Cost Investments

We use the lowest-cost share class Vanguard 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.

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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.

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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?

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.