ERISA Risk Management Solutions
Retirement Plans
Reimagined
We are a conflict-free, independent firm that studies and manages the risks associated with offering a company-sponsored retirement plan — built by former Department of Labor Senior Investigators.
Reimagining Retirement Plan Management
“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
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.
Manage the Risks of Offering a Company-Sponsored Retirement Plan
ERISA SMART is owned and operated by former Department of Labor Senior Investigators and industry experts in plan governance and cybersecurity.
70% of Plans Are Out of Compliance
Each year the U.S. Department of Labor finds approximately 70% of the retirement plans they investigate to be out of compliance. As a fiduciary you are held personally liable for these risks.
Explore Fiduciary Outsourcing
Cybersecurity & Fraud Protection
One of the largest threats facing participants and plan fiduciaries is the theft of retirement plan assets. Our cybersecurity and fraud intervention tools ensure a participant's money is there when they retire.
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Only 30% Success Rate in DIY Administration
Thousands of hours each year are spent by employers managing day-to-day administrative tasks. Per the Department of Labor there is only a 30% success rate in completing these tasks correctly.
See Our SolutionsAs a fiduciary, you are held personally liable.
You can substantially mitigate those risks by delegating to ERISA SMART.
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