ERISA Services

Keeping Your Plan Compliant

Offering an employer-sponsored retirement plan is a great employee benefit. But, to keep your plan compliant with ever-changing DOL and IRS rules and regulations, there are certain requirements you must follow. Our ERISA consultants and analysts can help you properly oversee the plan, make prudent decisions and reduce fiduciary risk.

How We Can Help You

 

Retirement Plan Compliance Exam

Our retirement plan compliance exam is designed to proactively catch costly mistakes prior to an audit or lawsuit. The exam helps to determine if your plan is doing what it’s supposed to be doing according to governmental rules and regulations, best practices and the plan’s documents.

 

Retirement Plan Committee Meetings

Retirement plan committees should oversee and make decisions about the retirement plan. Our ERISA experts can run your committee meetings and take the meeting’s minutes, reducing your risk and saving you time.

Our ERISA Team can also advise you on:

  • Fiduciary education and governance
  • Defined benefit transition
  • Merger and acquisition analysis
  • Administrative training
  • Administrative documents management
  • ERISA compliance
  • Plan corrections

ERISA Team

The ERISA Team includes ERISA consultants and ERISA analysts. Each member of the ERISA Team is highly credentialed, holding either a JD or QPA, and understands the ever-changing rules and regulations, and the technicalities of qualified retirement plans.

Meet the Team Leader

 
Todd Hughes
Todd Hughes

Todd oversees the ERISA Team to ensure employers with qualified retirement plans are compliant with the rules and regulations governing retirement plans. He holds a Juris Doctor from Gonzaga University and has been with Pension Consultants since 2012.

 

ERISA Blog

 

Keep Up With Us

Jun
4
2018
Pension Consultants Hosts Annual Pension Focus Conference

by in Company News, ERISA, Investment, Participant, Retirement Plan Performance, Uncategorized, Vendor

  Every year Pension Consultants, Inc. proudly sponsors Pension Focus Conference, hosted at the Chateau on the Lake in Branson, Missouri. Pension Focus Conference has a long-standing reputation for successfully providing fiduciary and plan sponsor audience members an outstanding educational experience that they can apply in their everyday roles. This year was no exception!Read More

Mar
22
2018
2018 Pension Focus Conference: Topics Preview

by in Company News, ERISA, Investment, Participant, Retirement Plan Performance

  There’s still time to register for the 2018 Pension Focus Conference, sponsored by Pension Consultants, Inc.! This conference is designed specifically to educate retirement plan sponsors and fiduciaries working with corporate sponsored retirement plans, helping them deliver a top-performing plan.Read More

Dec
5
2017
DOL Announces 18 Month Delay on Implementation of Fiduciary Rule

by in ERISA, Regulatory Updates, Vendor

A previous blog released by Pension Consultants, “DOL Fiduciary Rule is Here – Are You Prepared?” communicated that the Department of Labor’s (DOL) Conflicts of Interest Rule (also known as the Fiduciary Rule) would be implemented on June 9th of this year. However, On November 27th, 2017, the DOL announced the Final Fiduciary Ruling will […]Read More