We Don't Just Advise.
We Become the Fiduciary.
ERISA Experts was founded on a single conviction: plan sponsors deserve more than advice. They deserve a partner willing to stand beside them — in writing — as a named fiduciary.
Jewell Lim Esposito, Esq.
Jewell Lim Esposito, Esq. brings more than 30 years of experience in ERISA, tax, executive compensation, and employee benefits law. She has advised on fiduciary governance, retirement plan compliance, and complex regulatory matters, and is widely recognized for her leadership in developing compliant retirement plan solutions within the cannabis industry. She serves as Managing Member of Trust Integritas, LLC and Founding Partner of Pierson Ferdinand LLP.
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Sarah Ivy, Esq.
Sarah Ivy, Esq. brings more than 20 years of experience in ERISA, employee benefits, executive compensation, and tax law. She has advised employers on retirement plans, benefits compliance, deferred compensation, regulatory reviews, and fiduciary-sensitive governance matters across a wide range of organizations. She serves on the Bench at ERISA Experts.
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Luke Esposito
Luke Lim Esposito supports investment performance oversight, strategic portfolio analysis, and fiduciary review initiatives at ERISA Experts. He brings experience in asset management analysis, performance benchmarking, and investment reporting, developed through work in the asset management function of a large REIT. His work is grounded in evaluating performance relative to objectives, reviewing investment structures and outcomes, and strengthening fiduciary process through objective, well-supported analysis.
Eliminate fiduciary risk for plan sponsors — completely.
Most ERISA service providers offer guidance, recommendations, and quarterly reports. ERISA Experts does something different: we formally accept fiduciary responsibility. That means we are legally accountable for the decisions made on your plan — not just the advice we give.
Our clients are HR leaders, CFOs, and business owners who are tired of carrying exposure they don't fully understand and can't easily shed. We built our firm to solve that exact problem.
Principles that guide every engagement.
Accountability First
We accept fiduciary status in writing on every engagement. There is no ambiguity about who is responsible for which task — and no way to walk it back.
Clarity Over Complexity
ERISA is complex. We translate it. Our clients always know exactly where they stand, what's been done, and what's next — in plain language.
Action, Not Reports
We don't send a PDF and wait for the next call. We act continuously on behalf of our clients — documenting every step in a way that satisfies regulatory scrutiny.
Built by people who saw the gap firsthand.
Our founders spent years inside the ERISA advisory world and kept seeing the same pattern: plan sponsors were told they were protected, only to discover — often during litigation — that their advisors bore no legal liability whatsoever.
ERISA Experts was created to close that gap. We are an independent fiduciary firm — not affiliated with any broker-dealer, record keeper, or investment company — which means our only obligation is to your plan and its participants.
We are not affiliated with any investment firm, broker-dealer, or record keeper. Our only obligation is to your plan — and the people it serves.
- 100% independent — no conflicts of interest
- Named fiduciary status accepted in writing
- Decades of ERISA compliance experience
Ready to transfer fiduciary risk?
Schedule a confidential consultation. We'll assess your current exposure and outline a clear path forward.
Schedule a ConsultationNo obligation. Strictly confidential.