ERISA Fiduciary & Compliance

Protecting Retirement Plans. Reducing Fiduciary Risk.

Protecting over $21 billion in ERISA-covered assets · 130,000+ participants served

Professional financial advisors in a modern boardroom
100+ Years Combined Experience

Our Experience

$21 Billion in ERISA Covered Assets

Our Depth

200K Participants Served

Our Responsibility

Our Dedication to ERISA

Our Experience

The ERISA Risk Management Team brings together decades of specialized fiduciary, compliance, and operational expertise to safeguard retirement plans and support employers with proven, technology-driven solutions.

Our Depth

From named fiduciary services and plan terminations to payroll bridge solutions and participant identity verification, our family of companies addresses every dimension of retirement plan risk.

Our Responsibility

We take our role as a fiduciary seriously. Every engagement is guided by a commitment to participant protection, regulatory compliance, and the highest standards of plan administration.

Our Technology

Our proprietary technology platform streamlines plan termination workflows, tracks compliance milestones, and delivers a secure client portal — giving plan sponsors and their advisors real-time visibility.

End-to-End ERISA Solutions

ERISA Risk Management and its family of companies provide integrated fiduciary, compliance, payroll, and technology solutions for retirement plan sponsors and their service partners.

ERISA Risk Management

Get in Touch

Reach out to discuss your plan termination or fiduciary needs.

(805) 202-66702380 E Harbor Blvd, Suite 163, Ventura, CA 93001