ERISA Services, Inc.
Cynthia Portillo is a Relationship Manager at ERISA Services, Inc. with experience as a Retirement Plan Specialist at Leading Retirement Solutions. Cynthia also worked as a Sr. Client Service Associate at Principal Financial Group and as an Insurance Producer at American Family Insurance. Prior to their career in finance, Cynthia served in the US Navy as an Airman. Cynthia is knowledgeable in RPF Certification and has received education from American InterContinental University and Passaic High School #12.
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ERISA Services, Inc.
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.