Stephanie Banister's Contact Details

Stephanie Banister's Company Details

ERISA Wise, LLC

, , • 1 Employees
Financial Services

Managing pension, profit sharing, and 401(k) today is becoming increasingly time consuming, complex and confusing. Plan sponsors face and address a dynamic and challenging environment with fiduciary liability, complex laws and regulations, lack of fee transparency, conflicts of interest, and increased scrutiny by investors and regulators, to name just a few of the trends. ERISA Wise, LLC keeps plans competitive and compliant while managing cost effectively.Focus - Unbiased and loyal protection with respect to the future benefits of participants and beneficiaries. Objectivity – Prevention of influence by others, such as service providers, investment managers, or even officers of the company.Accountability – Relief from fiduciary responsibility, compliance reporting, and other risk and government requirements.Transparency – If evidence exists, the removal of unnecessary fees, both implicit and explicit, resulting in an increase in the retirement accounts of participants within the plan(s). Governance – Establishment of a sound fiduciary governance process to enable good decision-making and proper fiduciary mitigation. Flexibility – You determine how you want to work together and we structure the services and solutions to meet your needs. Results-Driven – Planning with the tools and analysis necessary to make prudent, cost-effective decisions that focus on driving successful outcomes.