Our Family of Companies
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ERISA SMART
ERISA SMART provides industry-leading 402(a) Named Fiduciary and 3(16) Plan Administrator services, designed to reduce liability, improve compliance, and streamline retirement plan management. ERISA SMART assumes full fiduciary responsibility for both plan oversight and daily administration. Our conflict-free model complements existing advisors, TPAs, and recordkeepers—bringing professional governance, operational efficiency, and peace of mind to plan sponsors. goals and reach their full potential.
360 Payroll Bridge Solutions
360 Payroll Bridge Solutions is a streamlined service that connects payroll providers with retirement plan recordkeepers to eliminate errors, delays, and manual tasks. Designed to support fiduciary oversight and improve data accuracy, the 360 Payroll Bridge ensures timely, automated contribution processing, eligibility tracking, and compliance reporting. It reduces risk, saves time, and enhances the overall efficiency of retirement plan administration.
Retirement Plan Notices
Retirement Plan Notices is a comprehensive compliance and distribution platform designed to manage the delivery of all required retirement plan notices. Our solution ensures that plan sponsors remain fully compliant with ERISA, IRS, and DOL regulations by automating the preparation, tracking, and delivery of annual and event-based participant disclosures. The platform supports both electronic and paper delivery, with built-in safeguards to monitor delivery success, maintain audit-ready records, and confirm compliance with notice timing and content requirements. By outsourcing notice administration to RetirementPlanNotices.com, plan sponsors reduce administrative burden, avoid costly penalties, and improve the participant experience through timely and accurate communications.
Participant I.D.
Participant I.D. combines advanced government-issued ID validation with biometric facial recognition technology to confirm participant identities with a high degree of accuracy. The process is fully documented and auditable, offering plan sponsors and fiduciaries a robust layer of protection against identity theft and unauthorized disbursements. Participant I.D. is integrated into our distribution approval process and ensures that only verified individuals can initiate transactions, helping plans maintain compliance with ERISA’s fiduciary standards and DOL expectations for cybersecurity and participant prot
ERISA Trust Services
ERISA Trust Services provides a full range of ERISA trust services to U.S. and international Companies. With an in-depth knowledge of trust responsibilities, ERISA compliance and adherence including Taft-Hartley& fringe benefit health and welfare funds JATC apprenticeship funds, defined contribution funds and defined benefit pension funds. Our team includes former DOL Investigators and banking experts who can ensure your benefit plan assets are managed at the highest level of fiduciary responsibility.
SMART Investigative Analysis
Smart Investigative Analysis offers specialized private investigative services for ERISA-covered retirement plans, focusing on identifying and addressing fraud, operational failures, and significant compliance issues. Frequently engaged as an independent fiduciary, Smart Investigative Analysis is often retained in situations where the U.S. Department of Labor (DOL) has mandated independent oversight of a plan.
In addition to investigative services, the firm is actively developing advanced training programs and innovative technology solutions designed to help the DOL conduct more efficient and effective retirement plan investigations. With deep regulatory knowledge and a commitment to fiduciary integrity, Smart Investigative Analysis is a trusted partner in safeguarding retirement plan compliance.