ERISA Advisory Group
Legal Services • 
Dallas, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 6310 Lange Circle, Dallas, Texas 75214, US |
| Phone number | +19252504030 |
| Website | |
| NAICS | 5411 |
| SIC | 641 |
| Keywords | Fiduciary Services, Qualified Retirement Plans, Esop, Erisa, Fiduciary Consulting, Independent Fiduciary, Esop Transactions, Fiduciary Audits, Health And Welfare Plans, Complaince Reviews, Employee Benefit Plan Rfp'S |
| Founded | 1995 |
| Employees | 1-10 |
| Socials |
Key Contact at ERISA Advisory Group
Carla Daniels
Director of Strategic Operations
ERISA Advisory Group Email Formats
ERISA Advisory Group uses 1 email format. The most common is {first name} (e.g., john@erisaadvisorygroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@erisaadvisorygroup.com | 100% |
About ERISA Advisory Group
ERISA Advisory Group provides consulting and Independent Fiduciary services for ERISA covered plans including Qualified Retirement Plans and Health and Welfare Plans. The Managing Member, William J. Kropkof, has been appointed as an Independent Fiduciary since 1995 and is an expert in ERISA covered Plans. Mr. Kropkof has been appointed on cases by the U.S. Department of Labor, IRS, U.S. Bankruptcy Courts and has worked closely with the DOL, IRS and U.S. Attorney’s Office on both civil and criminal cases. ERISA imposes complex responsibilities and restrictions on fiduciaries of employee benefit plans, and sets the standards for the operation (administration) and the investment of plan assets. In addition, ERISA establishes the bonding and reporting disclosure requirements for employee benefit plans and their fiduciaries. Whether a Plan Sponsor is seeking professional advice on their Plans (Qualified Retirement Plan or a Health and Welfare Plan) and whether it is voluntary on their part or if they are being mandated to do so by a Federal government agency; this is when an Independent Fiduciary is hired. If you are a Plan Sponsor, Trustee or Plan Administrator of an ERISA covered Plan, it would be in your best interests to engage an Independent Fiduciary for Fiduciary Audits, Compliance Reviews, and transactional reviews (contracts, unique transactions, RFP) in order to prevent violations before they occur. It is important that you seek a professional expert in this area.
ERISA Advisory Group revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Legal Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
ERISA Advisory Group has never raised funding before.
ERISA Advisory Group Tech Stack
Discover the technologies and tools that power ERISA Advisory Group's digital infrastructure, from frameworks to analytics platforms.
Security
Caching
Form builders
CDN
Miscellaneous
Programming languages
Blogs
Analytics
Analytics
SEO
Hosting
Advertising
Canada
Saudi Arabia
Netherlands
United Kingdom
South AfricaFrequently asked questions
4.8
40,000 users
