Give your plansponsor client's Peace of Mind

 ERISA Risk Management, LLC specializes in the complexities of retirement plan terminations and follows a disciplined 12-point structure to ensure the process is completed accurately and in full compliance with DOL and IRS regulations. From the initial board resolution to the final distribution of assets, every task, communication, and administrative action is carefully executed and fully documented. Our team manages each requirement—including participant notifications, vesting review, data reconciliation, compliance testing, and final Form 5500 preparation—with precision and oversight. At the conclusion of the process, the plan sponsor receives a comprehensive final report that details each step taken, demonstrating that all regulatory obligations were met and that the plan was formally and properly terminated from start to finish.