Insights

Niche Focus ERISA Services specializes in retirement plan design and tax advantaged savings for small to mid-sized businesses, presenting a clear target for cross-sell opportunities around compliance support, plan optimization, and administrative services to similar client profiles.

Big Client Potential With revenue in the 100M-250M range and administering over 2500 plans, there is substantial scope to upsell enhanced administrative services, deeper plan customization, and expanded TPAs for employer groups seeking scalable retirement programs.

Tech Enablement Utilization of modern tech stack including AWS, OpenAI, and Sentry suggests readiness for digital modernization, enabling conversations about data analytics, automation of plan processing, and improved client reporting with potential associated cost savings.

Advisor Partnership As a fee-based TPA that does not sell investments, there is an opening to collaborate with asset managers, advisory firms, and payroll/HR providers to expand referral networks and integrated retirement solutions.

Competitive Landscape Operating alongside large incumbents in benefit and retirement services indicates a chance to position ERISA Services as a specialized, client-focused alternative for mid-market firms seeking personalized service and cost efficiency.

Similar companies to ERISA Services, Inc.

ERISA Services, Inc. Tech Stack

ERISA Services, Inc. uses 8 technology products and services including Amazon Web Services, WordPress, SendGrid, and more. Explore ERISA Services, Inc.'s tech stack below.

ERISA Services, Inc.'s Email Address Formats

ERISA Services, Inc. uses at least 4 email formats:
ERISA Services, Inc. Email FormatsExamplePercentage
FLast@erisaservices.comJDoe@erisaservices.com
89%
Last@erisaservices.comDoe@erisaservices.com
4%
F.Last@erisaservices.comJ.Doe@erisaservices.com
3%
First@erisaservices.comJohn@erisaservices.com
4%

Frequently Asked Questions

What is ERISA Services, Inc.'s phone number?

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You can contact ERISA Services, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ERISA Services, Inc.'s official website and social media links?

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ERISA Services, Inc.'s official website is erisaservices.com and has social profiles on LinkedIn.

How much revenue does ERISA Services, Inc. generate?

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As of November 2026, ERISA Services, Inc.'s annual revenue is estimated to be $100M - $250M.

What is ERISA Services, Inc.'s SIC code and NAICS code?

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ERISA Services, Inc.'s SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does ERISA Services, Inc. have currently?

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As of November 2026, ERISA Services, Inc. has approximately 102 employees across 1 continents, including North America. Key team members include Chief Financial Officer: J. H., Owner: S. L. and Director Of Human Resources: K. W. Explore ERISA Services, Inc.'s employee directory with LeadIQ.

What industry does ERISA Services, Inc. belong to?

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ERISA Services, Inc. operates in the Financial Services industry.

What technology does ERISA Services, Inc. use?

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ERISA Services, Inc.'s tech stack includes Amazon Web Services, WordPress, SendGrid, OpenAI, Sentry, Twilio, Wistia and WP Engine.

What is ERISA Services, Inc.'s email format?

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ERISA Services, Inc.'s email format typically follows the pattern of FLast@erisaservices.com. Find more ERISA Services, Inc. email formats with LeadIQ.

When was ERISA Services, Inc. founded?

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ERISA Services, Inc. was founded in 1981.
ERISA Services, Inc. logo

ERISA Services, Inc.

Financial ServicesTennessee, United States51-200 Employees

ERISA Services, Inc. is a fee-based third-party administrator in the financial services sector that concentrates on retirement plan design and tax-advantaged saving options for small to mid-sized businesses. Founded in 1981 and based in Farragut, Tennessee, the firm serves clients across a range of industries, including investment and financial groups, manufacturing, medical and professional practices, hospitals and health organizations, traditional family-owned businesses, and sole proprietorships. Administering more than 2,500 plans, it relies on advanced technology to process and manage client work, emphasizing accurate service. As a fee-based TPA that does not provide investment advice or sell investments, ERISA Services positions itself as a specialized administrator serving diverse organizations within the broader financial services landscape.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    ERISA Services, Inc.'s revenue is estimated to be in the range of $100M - $250M

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