Fiduciary governance for your 401(k), run as a documented process.
As a plan sponsor, you are personally responsible for a prudent, well-documented fiduciary process. ERISAssist turns that responsibility into structured workflows — so the work gets done, gets tracked, and gets documented as the plan year runs.
Request a demoWhat you get
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
See what the sponsor, advisor, recordkeeper, and TPA each own, in a single view.
Why ERISAssist
Independent
Not tied to any recordkeeper, advisor, or provider.
Flat annual fee
No assets-under-management percentage, and no conflict of interest.
A defensible process
Built on ERISA fiduciary best practice — a documented process, not a static checklist.
Who it's for
Employers sponsoring a 401(k) plan who want a documented fiduciary process they own and can defend.
See ERISAssist in a short demo.
Request a demo