06/24/2025
Our Relationship Managers are specific to each plan and act as the day-to-day contact for our clients. They are a HUGE part in what makes ERISA Services successful!
Alex Juneau has been such an amazing addition to our Relationship Managers team and we are thankful to have her!
05/06/2025
Let's do a "Welcome to the Team Tuesday"!
Welcome with us Joanna Mosley!
As a Data Analyst, Joanna works hard behind the scenes scrubbing census data, reconciling trust accounting, and ensuring client information is accurate.
04/09/2025
Join us in welcoming Emilee Paris as a Relationship Manager for ERISA Services!
She has already made a huge impact on fellow readers here by starting our first book club.
03/17/2025
EXCITING NEWS!
ERISA Services Midwest is expanding its territory!
Introducing ERISA Services Upper Midwest. Our new territory expansion will allow advisors in the states Iowa, Minnesota, Wisconsin, Nebraska, South Dakota, and North Dakota to work directly with a local Sales Representative and ERISA Services Upper Midwest Regional Director, Taylor Harman.
We are very excited to continue to grow organically and expand ERISA Services, as well as provide employers and their employees the opportunity to save for their future.
Join us in welcoming Taylor Harman , Regional Director of ERISA Services Upper Midwest. Read below to find out more about Taylor and his background in the Retirement Plan industry.
We look forward to working even more closely with advisors all across the country!
03/07/2025
Today is National Employee Appreciation Day and we couldn't go without recognizing our amazing team! Our company is built on our 6 Core Values and each of our employees show these values every day.
Our company wouldn't be where we are today without our dedicated team members.
So THANK YOU, team, for what you do. Your hard work is appreciated!
02/27/2025
It is "that" time of year again!
March 15th is one of the first deadlines of the year, and we are quickly approaching. This deadline applies to both Defined Contribution Plans AND Defined Benefit Plans.
Questions? Give us a call!! Our team is always ready to help.
02/17/2025
While the Stock Market and Post Office may be closed today, our team is busy working behind the scenes to ensure your plan is prepared for the upcoming 3/15 deadline.
Happy President's Day to all, and to our current President Trump. We are forever thankful for the leaders of our wonderful country and pray for them daily.
08/01/2024
We are so grateful to have been voted "Top Workplaces in Knoxville, TN" by our employees for the 5th YEAR IN A ROW!! We are humbled by this award and energized to continue to fuel our culture to remain a healthy destination for employees!
To receive this designation next to Knoxville's finest establishments is such an honor. May we all continue to focus on our employees/workplace culture- which then breeds great services & products to our community!
07/03/2024
We hope every one has a wonderful and safe 4th of July weekend!
Stay cool and enjoy this time to celebrate with friends and family the freedom we are given by living in the USA!