ERISA Consulting
A boutique financial services firm located in The Triangle region of North Carolina. Providing creative solutions in a complex world.
EBC Financial Management acts in a fiduciary capacity under ERISA. Fiduciary roles are offered as a non-discretionary 3(21) or a discretionary 3(38). We provide services related to funds used, plan investment menu design, and compliance assistance to plan sponsors.
Funds: This includes, selection, monitoring and reporting.
Investment Menu Design: All components of the investment menu are designed to meet the needs of the plan participants.
Compliance Assistance: This involves working directly with the plan sponsor to ensure compliance with respect to investment due diligence is properly carried out and documented.
Contact
Triangle Region, North Carolina
Hours
By Appointment Only
Located
Tel/Text
Affiliated with Capital Investment Advisory Services, LLC
Tel: (919)-831-2370
100 E Six Forks Road, Suite 100, Raleigh NC 27609