Your plan is capable of delivering so much more value than you thought. It just takes the right design to unlock its potential.
We work with business owners, executives, and anyone looking to reach the annual IRS contribution limits to customize a plan design that will offer that capability in the most efficient way possible.
Employee Benefit Grouping
Your retirement plan is a powerful tool for offering different incentives that attract and retain your different employee groups –
- Owners and shareholders
- Non-owners that crucial to your business
- Transitional staff
Each group has different retirement needs, and we design your plan to provide meaningful benefits to each one.
Our flexComp solution bridges the gap between retirement planning and compensation planning for a comprehensive picture of each employee’s total compensation.
We’re no stranger to helping new clients resolve complex compliance failures, and we work with your company to set up new procedures that help prevent those issues from recurring again.
7003 Chadwick Drive, Suite 210
Brentwood, TN 37027
P.O. Box 22968
Nashville, TN 37202
Toll Free: 1-800-858-6989
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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.