ERA Your Retirement Plan Partner
Trust ERA Admin for expertly managed retirement plans and personalized guidance towards financial security.
Tailored Retirement Solutions
Customized retirement plans designed by ERA Admin, tailored to fit your company's unique needs and goals.
Efficient Savings Strategies
Simplify your retirement savings with streamlined 401(k) and 403(b) solutions, expertly managed by ERA Admin's seasoned professionals.
ERA Your Retirement Plan Partner
Trust ERA Admin for expertly managed retirement plans and personalized guidance towards financial security.
About UsTailored Retirement Solutions
Customized retirement plans designed by ERA Admin, tailored to fit your company's unique needs and goals.
Contact UsEfficient Savings Strategies
Simplify your retirement savings with streamlined 401(k) and 403(b) solutions, expertly managed by ERA Admin's seasoned professionals.
Read MoreWe are a Third Party Administrator for Qualified retirement plans. Our consultants and administrators have decades of experience in plan design, compliance testing and administration.
Year of 2023
84%
Income Statement
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Since 1998,
Operating in Texas.
We are a Third Party Administrator for qualified retirement plans. Our consultants and administrators have decades of experience in plan design, administration and compliance testing. Throughout our careers we have been able to service thousands of companies and their employees to better retirement plan outcomes for the business owner and their employees. We continue to have a focus on small to medium sized businesses, especially in the Southern California region, as we believe the local presence of a TPA works best with other local businesses.
We provide a single point of contact for each and every client along with decades of experience administering all types of qualified plans to ensure our clients receive the best service and technical expertise the industry has to offer.
Compliance and Administration
Compliance and Administration At ERA Admin, we handle all compliance and administration…
Read MoreCash Balance Plans and Defined Benefit Pension plans
Cash Balance Plans and Defined Benefit Pension plans Both Cash balance and…
Read MoreProfit Sharing Plans
Profit Sharing Plans Profit sharing plans represent a defined contribution option offering…
Read MoreFinancial advisors
We assist you in everything needed to setup and run a successful retirement plan. We can provide point of sale support/consultation free of charge to help ensure your clients receive the optimal plan design from the start. We can help support you in servicing the plan ongoing and assist with connecting you with other partners and subject matter experts needed to run a good retirement plan. Unlike many other small TPA’s we do not provide investment advice, so there is no conflict of interest, working with ERA Admin. We are a true partner to you and your clients.
CPA’s
All CPA’s should have a good TPA partner to assist in creating plans to help their high net worth business owners create plans that help reduce their tax burden. We are responsive, easy to work with, provide one single point of contact for sales and one contact for service on all plans. We Provide fast turnaround times for calculations and general responsiveness to whatever is needed for your clients.
Business managers
We have developed great relationships with business managers to assist with their clients who need white glove service and a responsive partner. We understand the needs of the athlete and entertainer clients and what plans work well for them.
Recordkeepers
We partner with the best recordkeepers in the business and make it easy to do business with a TPA that is flexible, approachable and accountable. We also provide a very transparent fee schedule.
Auditors, benefits shops & Payroll companies
We view the retirement plan business as a team approach that can incorporate several professionals who know how to work well together. We understand the roles and responsibilities of our duties to the plan sponsor as well as our partners and can work seamlessly with many different parties for the benefit of the plan sponsor.
Clients
We specialize in working with clients of all sizes. The needs of a large plan or one with lots of employees is different than a small-medium sized business and we understand the complexities of both and how best to assist you with your retirement plan or plans.
We can make life easier for your HR team and also help business owners create large tax deductions while also providing a robust employee benefit.
Bronze Package
Pricing plan for startup company
149$
Loves or pursues or desires obtain pain of itself is pain occasionally.
- 4-5 Weeks from to finish
- Data sprint
- Results revision
- 20 Days of support
- Organisational Strategy
Silver
Package
Pricing plan for startup company
249$
Loves or pursues or desires obtain pain of itself is pain occasionally.
- 4-5 Weeks from to finish
- Data sprint
- Results revision
- 20 Days of support
- Organisational Strategy
Gold
Package
Pricing plan for startup company
349$
Loves or pursues or desires obtain pain of itself is pain occasionally.
- 4-5 Weeks from to finish
- Data sprint
- Results revision
- 20 Days of support
- Organisational Strategy
Bronze Package
Pricing plan for startup company
349$
Loves or pursues or desires obtain pain of itself is pain occasionally.
- 4-5 Weeks from to finish
- Data sprint
- Results revision
- 20 Days of support
- Organisational Strategy
Silver
Package
Pricing plan for startup company
549$
Loves or pursues or desires obtain pain of itself is pain occasionally.
- 4-5 Weeks from to finish
- Data sprint
- Results revision
- 20 Days of support
- Organisational Strategy
Gold
Package
Pricing plan for startup company
949$
Loves or pursues or desires obtain pain of itself is pain occasionally.
- 4-5 Weeks from to finish
- Data sprint
- Results revision
- 20 Days of support
- Organisational Strategy
Jacob Leonardo
Senior Manager of Excel SolutionJacob Leonardo
Senior Manager of Excel SolutionJacob Leonardo
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