ERC Corporate Retirement Solutions...Providing the Best Retirement Benefits and Education for Your Employees

Our ERC Corporate Retirement Solutions team can assist your organization with qualified and non-qualified retirement plans. You will find great savings on retirement and benefit plan consulting, financial education, and more!


Design, implementation and management of retirement plans by Oswald Financial

ERC Member Services:
Complete retirement plan review and individual meetings with every employee to ensure that their retirement portfolio is appropriately aligned with their individual retirement goals.

Oswald Financial, Inc. can work with all types of retirement plans including, but not exclusive to, 401(k), Profit Sharing, Defined Benefit, 403(b), 457, SEP, Simple IRA, 401(k) Mirror Plans for executives, Income Replacement Ratio Analysis, Defined Contribution and coordinating Deferred Compensation Plans with a Qualified Plan.

ERC Member Savings:

• Comprehensive Plan Review - Fees Waived (Typical fees range from $1,500 - $6,000)
• Plan Design Consultation - Fees Waived (Typical fees range from $500 - $1,000)
• Oswald Financial Paperless 401(k)™ - Savings of $250 - $750 annually

ERC Member Savings:
Receive the Employee Financial Tool Kit, at no charge.
The tool kit includes:

• Group financial education workshop presentations
• Online library of financial articles and 33 easy-to-use calculators using www.szarka-education.com
• Answerline - Obtain accurate, objective answers to basic financial questions via e-mail or phone using a toll free number
• Financial news updates and newsletters delivered via e-mail
• Individual planning consultation session with financial advisor