What is ERISA Services?
Founded in 1981, ERISA Services, Inc. has dedicated over three decades to optimizing retirement plan design and tax-advantaged savings for small and mid-sized enterprises. With a deep-rooted presence in East Tennessee, the company aims to empower individuals to achieve retirement readiness. Boasting a collective personnel tenure exceeding 500 years within the retirement and pension industry, ERISA Services represents a diverse clientele, including investment firms, financial groups, manufacturing entities, medical and professional practices, hospitals, and traditional family-owned businesses. As a fee-based Third-Party Administrator (TPA), ERISA Services focuses exclusively on plan administration, processing over 900 plans with advanced technology, and explicitly does not offer investment advice or engage in investment sales.
How much funding has ERISA Services raised?
ERISA Services has raised a total of $350K across 1 funding round:
Debt
$350K
Debt (2020): $350K with participation from PPP
What's next for ERISA Services?
The substantial capital infusion, particularly the recent strategic investment, positions ERISA Services for continued expansion and enhancement of its service offerings. As a company operating within the late-stage funding environment, this financial backing is likely to fuel strategic initiatives aimed at scaling operations, refining technological infrastructure, and potentially broadening its market reach. The focus remains on solidifying its role as a premier TPA, ensuring robust retirement plan administration and supporting the financial well-being of its clients across various industries.
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