Small business focus Target mid-size businesses seeking tailored retirement and pension solutions; ERP Retirement Services specializes in combining defined benefit and defined contribution features to maximize owner retirement savings and tax advantages at a controlled cost, presenting a compelling value proposition for clients who lack in-house actuarial expertise.

Lucrative plan specialization Position ERP as the go-to for lucrative and cost-effective pension designs, leveraging its unique capability to design, implement, and provide ongoing support for highly leveraged combination plans that optimize owner benefits while offering meaningful employee value.

Tech-enabled outreach Leverage the existing tech stack (Salesforce, Pardot, SendGrid, Cloudflare, Microsoft 365) to scale targeted outbound campaigns to financial decision-makers at SMBs, automate nurturing, and track engagement for faster deal velocity.

Sustainability and risk Highlight risk management and long-term retirement planning as a differentiator, offering sustainable, compliant retirement solutions that align with owners’ tax strategies and employee retention goals, appealing to firms prioritizing stability and value.

Strategic partnerships Emphasize ERP’s expertise as a boutique yet highly skilled actuarial partner comparable to large firms, enabling collaboration with larger brokers, CPAs, and HR consultancies to win SMB retirement engagements and expand referral networks.