For 401(k) plan sponsors, advisors & service providers
Fiduciary governance, run as a documented process.
ERISAssist turns ERISA fiduciary duties into structured workflows — every task, deadline, and decision tracked and documented as the plan year runs. Independent of provider, with a flat annual fee and no AUM percentage.
What ERISAssist does
The governance work a plan already owes — organized, tracked, and documented in one place.
Structured workflows
Fiduciary duties become defined workflows — topic, task, action, outcome — each with an owner and a status.
Deadlines in one place
Statutory and discretionary obligations are tracked together, so nothing rides on a spreadsheet or memory.
Documentation as you go
Records are created as work is completed, keeping the plan audit-ready without a year-end scramble.
Visible delegation
Assign work across sponsor, advisor, recordkeeper, and TPA, and see who is responsible for what.
Who it's for
The same governance engine, two ways to run it.
Sponsoring employers
Meet your ERISA fiduciary obligations with a documented, repeatable process you own and can defend.
For plan sponsors → Now onboarding partnersAdvisors & consultants
Bring documented fiduciary governance to every plan you advise, with a clear deliverable for each client. Service providers on the roadmap.
For partners →Why it matters
Plan fiduciaries are personally responsible for a prudent, well-documented process — and that responsibility draws more scrutiny every year. Documentation is what makes that process defensible.
Get in touch
Want to see ERISAssist, or have a question? Reach us directly.
Email info@erisassist.com