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 Leadership Team at ERISA Services, Inc. is responsible for driving the strategic vision, operational efficiency, and overall growth of the company. Comprising experienced professionals in key roles such as Chief Operating Officer, Vice Presidents, and Partners focused on business development and marketing, this team ensures that the company continues to deliver exceptional retirement plan solutions and client service. They oversee business strategies, foster client relationships, and maintain the high standards of accuracy and thoughtfulness that define ERISA Services, Inc.'s commitment to its diverse client base.

Leadership Team

Relationship Management Team

Distribution Team

Administrative Team

Leadership Team

About

Team members

Other teams at ERISA Services, Inc.

Relationship Management Team

Distribution Team

Administrative Team