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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.

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fountain pen on spiral book

Contact

Email

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