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Keri Leister
Relationship Manager at Erisa Services,
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Work Experience
Relationship Manager
Jun 2024 - Present · 6 months
Retirement Client Consultant
Nov 2022 - Jun 2024 · 1 years and 7 months
Business Development Strategist
Oct 2022 - Jun 2024 · 1 years and 8 months
Company Details
51-200 Employees
ERISA Services, Inc. was founded in 1981 to specifically focus on retirement plan design, and tax advantaged savings plans for small to mid-sized businesses. With over 40 years in business and more than 900 combined years of personal tenure in the retirement and pension industry, ERISA Services, Inc. represents clients spanning various industries including: investment companies, financial groups, manufacturing companies, medical and other professional practices, hospitals and other health organizations, traditional family-owned businesses, and sole proprietorships. ERISA Services, Inc. is a fee based TPA organization that does not provide investment advice nor sell investments. Administering more than 2500 plans, and using state of the art technology to process and conduct business, our commitment is to the personal, thoughtful, and accurate servicing of our clients.
Year Founded
1981
Social Media
LinkedinFacebook
Industry
Financial Services, Banks & Financial Services
HQ Location
12748 Kingston Pike, Suite 203 Farragut, TN 37934, US
Keywords
Retirement planningPension Design401k AdministrationFiduciary AdministrationActuarial ServicesDefined Benefitand Cash Balance
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