ERISA Services, Inc. was founded in 1981 to specifically focus on retirement plan design, and tax advantaged savings plans for small to mid-sized businesses.

With over 40 years in business and more than 900 combined years of personal tenure in the retirement and pension industry, ERISA Services, Inc. represents clients spanning various industries including: investment companies, financial groups, manufacturing companies, medical and other professional practices, hospitals and other health organizations, traditional family-owned businesses, and sole proprietorships.

ERISA Services, Inc. is a fee based TPA organization that does not provide investment advice nor sell investments.  Administering more than 2500 plans, and using state of the art technology to process and conduct business, our commitment is to the personal, thoughtful, and accurate servicing of our clients.

Investment Management

Retirement

ERISA Services, Inc.

Kristie Farmer

Laura Sasser

Tiffany Horst Letterman

Nick Westmoreland

Justin Bell

Bridget Jarvis

Jennifer Pomrening

Terri Rostek

Judy Thuenemann

Lois Ann Smithers

Kathe Willings

Diane Cate

Chris Littlejohn

The Distribution Team at ERISA Services, Inc. is responsible for managing and overseeing the accurate and timely distribution of retirement plan assets. This includes processing participant requests for distributions, handling rollovers, managing required minimum distributions (RMDs), and ensuring compliance with relevant regulations. The team ensures that all distribution activities are conducted smoothly and efficiently, providing essential support to the company’s goal of personal and thoughtful client servicing.

Distribution Team

Relationship Management Team

Administrative Team

Distribution Team

About

Team members

Other teams at ERISA Services, Inc.

Relationship Management Team

Administrative Team