ERISA Services, Inc.
Carli Marceau has a background in finance and customer service spanning over a decade, working in various roles at companies such as Ascensus and ERISA Services, Inc. Prior to transitioning into the financial sector, Carli worked at Merrill Lynch as an Operations Representative. Before that, Carli gained experience in administrative roles at the Lawrence Twp Police Department.
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ERISA Services, Inc.
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.