Company Information

Get to know erisa wise llc

ERISA Wise, LLC is a specialized third-party administrator (TPA) that provides consulting and compliance services for employers who sponsor qualified retirement plans. The company focuses on the Employee Retirement Income Security Act of 1974 (ERISA), helping businesses mitigate fiduciary risk and administrative burdens. Its core services include acting as a 3(16) Plan Administrator, performing plan correction services under IRS and DOL programs, drafting and maintaining plan documents, and processing Qualified Domestic Relations Orders (QDROs). ERISA Wise operates independently of financial advisors, investment managers, and recordkeepers to provide unbiased administrative and compliance support.

Industry

Financial Legal ServicePRIMARY
Financial Other Service

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erisa wise llc

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.