For 401(k) plan sponsors, advisors & service providers
Fiduciary governance, run as a documented process.
ERISAssist turns ERISA fiduciary duties into structured workflows — every task, deadline, and decision tracked and documented as the plan year runs. Independent of provider, with a flat annual fee and no AUM percentage.
What ERISAssist does
The governance work a plan already owes — organized, tracked, and documented in one place.
Structured workflows
Fiduciary duties become defined workflows — topic, task, action, outcome — each with an owner and a status.
Deadlines in one place
Statutory and discretionary obligations are tracked together, so nothing rides on a spreadsheet or memory.
Documentation as you go
Records are created as work is completed, keeping the plan audit-ready without a year-end scramble.
Visible delegation
Assign work across sponsor, advisor, recordkeeper, and TPA, and see who is responsible for what.
Why it matters
Plan fiduciaries are personally responsible for a prudent, well-documented process — and that responsibility draws more scrutiny every year. Documentation is what makes that process defensible.