Since 1995, our Independent Fiduciaries and Consultants have been helping businesses across the United States stay ERISA compliant with our Erisa Consulting Services. Whether your organization offers Retirement Plans, or Health & Welfare Plans covered under the Employee Retirement Income Security Act of 1974, our team of is uniquely qualified to help you maintain compliance with the law.
The ERISA Advisory Group has extensive experience in all aspects of employee benefit plans. Now more than ever, a fiduciary review of all benefit plans is essential to staying fully compliant. A strong fiduciary partner is critical of qualified plan management. The ERISA Advisory Group is your strong partner with comprehensive strategies to ensure you will always be compliant across all ERISA regulations.
Our Erisa Consulting Services
Our Values
The core principle behind our practice as Independent Fiduciaries is trust. Like a good accountant or lawyer, the fiduciary in charge of your employee benefit or retirement plan needs to be someone who is reliable and trustworthy. At the ERISA Advisory Group, our clients value us because we always answer your phone calls, provide solutions to problems, and deliver on our promises.
As Independent Fiduciaries, one of our highest values is placed on a principle known as the “Prudent Person” rule. This rule binds us to using our expertise in ERISA compliance and employee benefit best practices when offering advice or making decisions on behalf of your plan. In other words, we would never tell you to do something that we wouldn’t do ourselves.
Our independent relationship as your ERISA Fiduciary is crucial to maintaining the integrity of your plan. The ultimate fiduciary responsibility in operating a Health & Welfare or Retirement Plan lies in making decisions that put the interests of plan participants and beneficiaries above those of your organization or plan fiduciaries. This is the undergirding principle behind our practice, and is effective in protecting against self-dealing and other prohibited transactions.
See Why Our Clients Value Us
“William, [President of the ERISA Advisory Group], has a strong background coming out of the Department of Labor. He has expertise in the area – the necessary experience to do not only the RFP process but also be able to analyze them and put together the proper documentation to support his recommendation that he makes to the Board of Directors.”
The ERISA Advisory Group has been helping organizations keep their plans ERISA compliant since 1995. Download our case study now to help you decide if hiring an independent fiduciary is a smart choice for your business.
In this case study you will learn:
- How a Bona Fide Trade Association takes proactive measures to stay ERISA compliant
- Our #1 technique for finding the best prices for plan participants & beneficiaries (which prevents you from overspending and overcharging your members)
- Why hiring an Independent Fiduciary to serve as your plan’s 402(a) Named Fiduciary can protect you from being audited by the Employee Benefits Security Administration (EBSA) – or keep you prepared should you ever face one!
ERISA INSIGHTS
Our ERISA Insights blog is your go-to resource for up to date information and analysis on ERISA rules & compliance issues. Every month, we publish stories about the DOL’s latest findings when investigating companies in your industry, as well as articles breaking down some of the lesser-known (and rarely talked about) best practices for operating employee benefit and retirement plans. Click the button below to start reading!
What is an Independent Fiduciary, Who Needs One, and Why?
When it comes to managing employee benefit plans, especially Health & Welfare Plans and Qualified Retirement
Avoiding Costly Mistakes: 2025 DOL Maximum Penalties for ERISA Non-Compliance
When it comes to managing retirement and health plans, compliance with the Employee Retirement Income Security Act (ERISA)
ESOP as an Exit Strategy: Pros, Cons & Best Practices
Since joining the ERISA Advisory Group and serving as part of the trustee team supporting ESOP transactions, I’ve