Call us today! (925) 250-4030  |  9506 Winding Ridge Drive, Dallas, TX 75238

9506 Winding Ridge Drive, Dallas, TX 75238

Independent Fiduciaries & Consultants For ERISA Plans

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Questions? Call us:

Home2020-11-25T07:50:20-08:00

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.

Schedule a Free Consultation

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.

Schedule a Free Consultation

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.

We routinely advise corporate, multiemployer, tax-exempt, and public Plan Sponsors and Fiduciaries on ERISA fiduciary and prohibited transactions issues, as well as relevant state and local laws as applicable to public plans. This allows us to reduce your chances of being audited by the US Department of Labor’s Employee Benefits Security Administration (EBSA), or minimize findings should you ever face one.

Plan Strategy

ERISA imposes complex responsibilities and restrictions on fiduciaries of employee benefit and retirement plans. If you are a Plan Sponsor, Trustee or Plan Administrator, you have a fiduciary responsibility to design and operate a plan that puts the interests of plan participants & beneficiaries first. At the ERISA Advisory Group, we help you design the right plan that meets your organization’s strategic goals, while maintaining this all-important fiduciary responsibility.

ERISA contains strict penalties for Plan Fiduciaries who fail to meet their fiduciary responsibilities under the law. As prudent experts in ERISA compliance and strategic plan design with over 25 years of experience in the industry, we will assume fiduciary liability of your plan to help protect your company. With this service, we also act as the point of contact with the US Department of Labor should you ever receive an inquiry or audit letter.

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!

Read Our Blog
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

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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.

Speak With One of Our Fiduciaries

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