About Plan Notice

ERISA SMART, is one of the largest independent fiduciary outsourcing providers, we serve as your plan’s named 3(16) and 402(a) fiduciary, taking on 96% of plan operations and oversight. By shifting these responsibilities to us, we significantly reduce your risk as a plan sponsor while ensuring your retirement plan runs smoothly, efficiently, and fully compliant. 

 Participant I.D. is a cybersecurity company dedicated to protecting retirement plan participants from identity theft and fraudulent distributions. We deliver advanced identity verification technology designed specifically for the retirement industry, using biometric facial recognition, government ID authentication, and AI-driven graph scoring to ensure every transaction is secure. 

 ERISA Risk Management Retirement Plan Notices takes the complexity out of retirement plan compliance by delivering all required notices to your employees — accurately, reliably, and on time. We also track, verify, and oversee distributions to ensure they are fully compliant with ERISA regulations, giving you complete confidence in your plan's operations. 

360 Payroll Bridge Solutions provides a complete, true 360° integration with your payroll system. By replacing manual employer involvement with advanced technology and dedicated human oversight, payroll-related errors become a thing of the past. This integration also ensures that your retirement plan contributions are timely and that the data exchanged between your recordkeeper and payroll provider is accurate and reliable. 

 SMART Trust Services delivers a full range of ERISA trust services to both U.S. and international companies. With deep expertise in trust responsibilities, ERISA compliance, and regulatory adherence, we specialize in supporting Taft-Hartley and fringe benefit health and welfare funds, JATC apprenticeship funds, defined contribution plans, and defined benefit pension plans. Our team, which includes former Department of Labor investigators and seasoned banking professionals, is committed to ensuring your benefit plan assets are managed with the highest level of fiduciary care and oversight. 

 SMART Investigative Analysis is pioneering new technology aimed at transforming how employee contribution timeliness is monitored and analyzed. Designed to support the Department of Labor’s Employee Benefits Security Administration, plan sponsors, and audit firms, our solution will provide powerful tools to enhance compliance, streamline oversight, and drive greater transparency in retirement plan operations.