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Getting ERISA Compliant

Ryan Miller's Profile

How does your company ensure they are ERISA compliant? Did you hire a consultant, join a group, or do your own research?


Topic Expert
Edward Abbati
Title: Vice President of Finance
Company: Location Labs
LinkedIn Profile
(Vice President of Finance, Location Labs) |

We just went through this process for the first time. Since we were above 120 employees, we had to have an audit done by an outside firm. Once we received the audit, there were an number of non-compliance issues and payments required. As a result of this audit, we hired an ERISA attorney to guide us through the compliance issue and properly setup a committee to oversee compliance.

Stephanie Banister
Title: Managing Member
Company: ERISA Wise LLC
(Managing Member, ERISA Wise LLC) |

You can also hire an Independent Fiduciary, i.e. ERISA 3(16) Plan Administrator.


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