ERS Data Aggregation is your data hub in an open architecture network - coordinating activities, and streamlining communications across our clients' business partners.
An easy choice for plan information, tools, and solutions to help retirement plan fiduciaries deliver quality information more efficiently.
We deliver consolidated plan data from mutual fund companies, recordkeepers and custodians into a single database, providing comprehensive business intelligence helping you ensure your firm disclose and report services and fees in a manner that meets the expectations of the Department of Labor's mandated ERISA rule 408(b)(2) and 404(a)(5) fee notifications. Our on-demand concise reporting functionality provides insights and audit trails.
A database spanning more than 143,000 (as of June 30, 2017) plans allows you and your plan sponsor to gauge when their plan fees and services are on par with the broader marketplace. Don't leave to chance, what you can advise on with high degrees of certainty.
408(b)(2) and 404(a)(5)
We offer a web-based software service that supports the ability for Broker Dealers, Recordkeepers, RIAs, Product Manufactures and TPAs to support their regulatory fee disclosure reporting requirements along with client ERISA Participant Fee Disclosure Notices and performance data.