Compliance Should be a Tool to Build Revenue

EZ ERISA is different. 

• Help Retain Your Clients

• Grow By Adding New Clients

• Provide Compliance Services that Build Revenue

Be as good or better than national firms and light years ahead of smaller firms with our Suite of Compliance Revenue Support Tools.

• ERISA Advice - Client Consultations, Document Reviews, ERISA Hotline and more!

• Plan Document Compliance - Branded Portal

• Compliance Checklist

• Bootcamps, Seminars and Trainings - For Staff and Clients

• Administration, Employee Handbooks and Form 5500 Filing Provided Through Our Partner Network

Whoever or Whatever You Use - We Will Do It Better

Keep, Grow and Build Revenue