ERISA Advisory Group
Independent Fiduciaries & Consultants
Independent Fiduciaries & Consultants
An ESOP trustee, ERISA compliance guidance, or a fiduciary to assume direct responsibility for your plan — each backed by the same independence and accountability.
Former U.S. Dept. of Labor
AIFA® Designation
Independent by mandate
ESOP Association Member
Nationwide engagements
Expert witness experience
Former U.S. Dept. of Labor
AIFA® Designation
Independent by mandate
ESOP Association Member
Nationwide engagements
Expert witness experience
— OUR SERVICES
EXPLORE ESOP TRUSTEE
EXPLORE CONSULTING
Independent fiduciary services for retirement and benefit plans, providing plan administration, RFP management, M&A compliance, and trustee oversight.
EXPLORE FIDUCIARY SERVICES
— WHY ERISA ADVISORY GROUP
Like a good accountant or lawyer, your fiduciary needs to be reliable. We answer the phone, solve problems, and deliver on what we promise.
As an independent fiduciary, our decisions put plan participants first, protecting your plan against self-dealing and prohibited transactions.
The "Prudent Person" standard binds us to our own expertise. We won't advise you to do anything we wouldn't do ourselves.
QUICK ASSESSMENTS
5-MINUTE ASSESSMENT
Score your plan across cost, participation, design, governance, and provider alignment.
TAKE THE ASSESSMENT TODAY
Gauge whether an employee-ownership transition fits your company’s balance sheet and goals.
COMING SOON
Benchmark recordkeeper and advisor proposals against a fiduciary-grade rubric.
— CLIENT PERSPECTIVE
INSIGHTS & RESOURCES
If you sponsor a 401(k) plan, you are almost certainly a fiduciary — whether you know it or not. That
A Rule Change That Cannot Be Ignored There is a significant change in effect for 2026 that every 401(k) plan
For organizations managing employee benefit plans—whether retirement plans, health and welfare plans, or Employee Stock Ownership Plans (ESOPs)—the question of
