Investment Advisors

ERP supplies creative and practical solutions to all of your client’s retirement planning needs. We understand that both you and your client require and expect comprehensive solutions to short and long-term objectives for every aspect of their financial portfolio. Our actuarial valuation services are critical to choosing the right plan for each unique company and for maintaining the success of that plan.

All actuarial and retirement consulting firms are not the same. Actuaries typically use standard methods and assumptions or have difficulty communicating and customizing their approach to suit the unique needs, goals and circumstances of their clients. Our approach is different. We take a closer look at data, try alternative scenarios, and supply creative and flexible solutions. Our objective is to get the most out of the owner’s benefits and tax savings at nominal costs while providing valuable benefits to employees.

We offer plans to be used singularly or in combination – effectively employing the best benefits from each plan and creating a unique and appropriate pension strategy for your client. Our plans include:

• 401(k) Plans
• Profit Sharing Plans
• Safe-Harbor 401(k) Plans
• Defined Benefit Plans
• 401(k) Cash Balance Combination Plans – The pension for the 21st Century
• 412(i) Defined Benefit Plans
• ESOPs
• Non-Qualified Plans

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