Bring documented fiduciary governance to every plan you advise.
Your clients carry ERISA fiduciary liability, and few have a system for it. ERISAssist gives advisors, consultants, and service providers one platform to manage fiduciary governance across an entire book — with a clear, documented deliverable for every client.
Talk to us about partneringHow it works for partners
One platform, your whole book
Manage fiduciary governance across every plan you support from a single tenant.
A deliverable for every client
Documented, audit-ready fiduciary governance your clients can see.
Visible delegation
Track what the sponsor, recordkeeper, TPA, and advisor each own on every plan.
Your branding in the experience
Client-facing governance carries your practice's branding.
Why partner with ERISAssist
Independent and neutral
We don't compete for your clients' assets. Flat fee, no AUM percentage.
Economics that scale
One relationship covers many plans across your book.
No securities license required
Consultants can deliver structured governance without an active license.
Who it's for
Advisor- and consultant-owned tenants come first; provider-owned tenants follow.
Advisors & consultants
RIAs, broker-dealers, and consultants: own a tenant, manage fiduciary governance across your book, and hand every client a documented deliverable — without an active securities license.
Service providers
Recordkeepers, TPAs, and 3(16) fiduciaries: provider-owned tenants that extend governance to the plans you serve are coming. Talk to us early to help shape them.
Talk to us about partnering.
Start a partner conversation