Empowering your business vision with our company
Financial 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 in 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. Fast turnaround times for calculations and general responsiveness to whatever is needed for your clients.
Business managers
We have developed great relationships with business manager 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.
Any questions? Schedule a Free Consultation.
Trust ERA Admin for expertly managed retirement plans and personalized guidance towards financial security.
