ERISA

A.B. Data has the expertise to handle all aspects of settlement administration regarding Employee Retirement Income Security Act (ERISA) matters. These typically involve health benefits, 401K plan investments, cash balances, and stock drop cases.

As with any financial-related settlement, ERISA administrations are often complicated and resource-intensive. With the oversight and guidance of A.B. Data’s experienced team, cases are managed efficiently with strategic planning and execution of all details needed to ensure a smooth notice administration and fund distribution.

Our in-house Quality Assurance Team provides an additional layer of oversight, reviewing each critical step, from plan of allocation to distribution, as well as escrow and tax services.

Going beyond expectations to support client needs and project requirements enhances the quality of our administration and maximizes the financial and service goals of our clients.