About Us
Experience on your side
Decades in the ERISA trenches, focused on small and mid-sized plans that often get overlooked.
The Prizant Group was founded in 2012 to give smaller ERISA plans (1-1,000) employees access to truly independent, flat-fee consulting. Many "micro" plans are still served by asset-based brokers or bundled providers whose incentives are not always aligned with plan success. We work only for you - under a clear fixed-fee arrangement.
How we work with plan sponsors
We start every engagement by understanding what you are trying to accomplish. Together we clarify:
- What is the primary purpose of your plan (tax efficiency, talent, succession or a mix)?
- What isn't working today - from costs, to testing, to employee confusion?
- How your competitors position their benefits and what "good" would look like for you.
- Your budget, decision-makers, and existing procedures.
- How you want employees to be educated and supported.
