ERISA SMART is not a recordkeeper, not a TPA nor an investment advisor. We are a conflict free, independent firm that studies and manages the risks associated with offering a company sponsored retirement plan. Understanding and defining the risks has allowed us to develop comprehensive solutions and technology to mitigate certain perils associated with retirement plans.
ERISA SMART'S expert knowledge of these risks has allowed us to develop comprehensive solutions and technology that are effective at mitigating and removing them completely
ERISA SMART is a firm owned and operated by former Department of Labor Senior Investigators and industry experts in plan governance and cybersecurity threats that face your plan everyday. As a fiduciary you are held personally liable for these risks. As a fiduciary you can substantially mitigate them by delegating other entities to assume the liability.
Each year the U.S. Department Labor finds approximately 70% of the retirement plans they investigate to be out of compliance and in violation of the federal regulations that govern retirement plans. As a fiduciary you can substantially mitigate those risks through one of our fiduciary outsourcing solutions.
One of the largest threats facing participants and plan fiduciaries is the theft of retirement plan assets. ERISA SMART'S cybersecurity and fraud intervention & detection tools ensure a participant's money is there for them when they are ready to retire.
Thousands of hours each year are spent by employers managing the day to day administrative tasks of their retirement plans. Per the Department of Labor there is only 30% success rate in completing these tasks correctly. Outsourcing these duties to a third party such as ERISA SMART will allow you to dedicate those hours to business activities and growth.
Copyright © 2023 ERISA SMART - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.