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


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.

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Keep Up With Us

What Hat Are You Wearing?

by in ERISA, Regulatory Updates, Retirement Industry Updates, Retirement Plan Performance, Uncategorized

In today’s organizations, many employees are asked to take on multiple roles and responsibilities. This is especially true when considering the management of a corporate retirement plan. To better understand what role each person plays in the management of a 401(k) (or any other corporate retirement plan), we have to understand what roles there are […]Read More

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