Welcome to the ERISA Advisory Group
Since 1995, our Independent Fiduciaries and Consultants have been helping businesses across the United States stay ERISA compliant. Whether your organization offers Retirement Plans, or Health & Welfare Plans covered under the Employee Retirement Income Security Act of 1974, our team is uniquely qualified to both design your plan and maintain compliance with the law.
Welcome to the ERISA Advisory Group
Since 1995, our Independent Fiduciaries and Consultants have been helping businesses across the United States stay ERISA compliant. Whether your organization offers Retirement Plans, or Health & Welfare Plans covered under the Employee Retirement Income Security Act of 1974, our team is uniquely qualified to both design your plan and maintain compliance with the law.
What We Do
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.
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!
ADVICE AND GUIDANCE
Who We Serve
ADVICE AND GUIDANCE
Who We Serve
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.”
– EXECUTIVE DIRECTOR OF A BONA FIDE TRADE ASSOCIATION
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.
Latest News from the DOL
Stay up-to-date with the latest news on the policy, legislative, regulatory, and litigation-driven changes to scopes of fiduciary status and ever-increasing fiduciary duties and requirements.
- US Department of Labor recovers $43K in wages, damages from San Leandro restaurant that shortchanged 24 Bay Area workers
- US Department of Labor announces $12.7M in grants awarded
- US Department of Labor files lawsuit to recover $1.87M in back wages, damages for 26 workers at Dragon Kitchen of Jefferson City
- Department of Labor recovers $109K in back wages, damages from employers who denied full wages to 359 workers at 5 New Orleans restaurants
- Penn State to pay $703K, enter into conciliation agreement to resolve gender pay discrimination affecting 65 employees
- US Department of Labor recovers $31K in wages for 23 farmworkers after Sonoma County grower violated H-2A program requirements
- US Department of Labor recovers $227K in wages, tips from Grand Prairie Happy Lamb Hot Pot franchisee who denied 47 workers full wages
- US Department of Labor inducted 9 labor unions into its Century of Service Honor Roll of American Labor Organizations
- Departamento de Trabajo recupera $31K en salarios para 23 trabajadores agrícolas luego que cultivador en Condado de Sonoma violara programa H-2A
- Departamento de Trabajo obtiene sentencia que recupera $550K en salarios, compensación por daños para 614 trabajadores de construcción en Las Vegas
- US Department of Labor obtains judgment to recover $550K in wages, damages for 614 shortchanged Las Vegas construction company workers
- US Department of Labor, Office of the Trade Representative announce resolution of alleged labor rights’ denials at San Luis Potosí parts maker
- Department of Labor obtains court order to forbid Maryland home care agency, owner from retaliating against employees as investigation continues
- Federal workplace safety inspectors find shipyard workers exposed to fire, asphyxiation hazards while making repairs to cargo ship in Ashtabula
- Department of Labor orders subsidiary of global building materials supplier to reinstate, compensate driver who raised safety concerns
Best Practice for ERISA fiduciary for health and welfare plans
Rising Scrutiny on Health and Welfare Plan Fiduciaries: Key Legal Cases and Best Practices In recent years,
Outsourcing Your Employee Benefit Plan RFP Process to an ERISA Independent Fiduciary
Why You Should Outsource Your Employee Benefit Plan RFP Process to an ERISA Independent Fiduciary
EBSA 2023 Monetary Results
EBSA Restores over $1.4 Billion to Employee Benefit Plans, Participants & Beneficiaries in 2023. The Employee