ERISA Services Midwest

04/04/2022

ERISA Midwest is an extension of the sister company ERISA Services Inc., which is based out of Knoxville, TN. ERISA Inc. has it's own website, so it was time that ERISA Midwest got it's own website as well! The link below will take you to the new site for ERISA Midwest. It contains information about:

Partner Bob Miller
A resource page containing links to helpful marketing materials
Contact information and form to request information
Testimonials
A secure place to request a meeting with Bob

Robert (Bob) desires to serve financial advisors and employers in the Midwest by using his experience in the retirement plan industry to help them accomplish their goals. Bob has more than 23 years of industry experience working in qualified plan sales, plan and document design, administration, and....

04/04/2022

Here at ERISA Services Midwest, we care about a wide array of social issues.

April is National Child Abuse Prevention Month. In 2020, 618,000 children experienced maltreatment nationally, but luckily there is hope! You can help prevent child abuse by reporting suspicious activity.

To report child abuse or neglect or suspected child abuse or neglect in Kansas, call 1-800-922-5330. For more information on reporting procedures and education on the types of child abuse, visit

If you suspect a child is being abused or neglected, please telephone the Kansas Protection Report Center at 1-800-922-5330. Every call is taken seriously and every effort will be made to protect your identity. Telephone lines are staffed 24 hours a day. In the event of an emergency contact your loc...

04/04/2022

Looking for information about all things retirement? Take a look at the link below sponsored by our parent company, ERISA Services Inc. You will see a wonderful list of articles regarding almost any question about retirement planning you can think of.

Advisor Articles and Information401(k) Questionnaire – The Final IRS Report 65 and Still SavingA 401(k) CheckupA Checklist for Plan SponsorsA Financial Action Plan for the FutureA Retirement PreviewAny Questions (Changing Beneficiary)Are You Ready – A Checklist for the New YearAsset Management D...

04/04/2022

Can't decide which retirement plan is right for you and your key employees? Take a look at the article below provided by our parent company, ERISA Services Inc., for more information about which retirement plan is right for your company.

04/04/2022

There are a number of considerations when deciding to rollover a 401(k) or not. Here are some of the key factors you should be aware of in determining what's best for you.

https://insights.blakewealthmanagement.com/articles/should-i-rollover-my-401k

There are a number of considerations when deciding to rollover a 401(k) or not. Here are some of the key factors you should be aware of in determining what's best for you.

04/04/2022

Most Americans recognize the importance of preparation, but many are not doing what it takes to prepare. Learn more about retirement preparation and the barriers many face:

Retirement barriers are making it difficult for people to feel good about their future. See how advisors can help in this infographic.

04/04/2022

For those wanting more information regarding bundled versus unbundled plans, below is a quick read containing some myths about each!

As human beings, we’re often motivated to seek simpler solutions to life’s challenges. But sometimes “simpler”… isn’t. While there are som...