Retirement Plan Consultants/ERISA Advisor to Fiduciaries

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Effective 10/17/2013:  Michael J. Olah & Associates, LLC is back in operation!!!!  Come back soon as we revamp the website and provide updates on what we're doing.

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ERISA Fiduciary Training Course STILL available!

One of the best defenses to the perils of litigation is to not put yourself in that position in the first place.  Knowledge is key to performing your functions as a fiduciary properly.  To that end, we provide training to fiduciaries so that they can 1) understand when they are performing as a fiduciary and when they are not; 2) what is really expected of them as a fiduciary; and 3) what steps to take as a fiduciary to ensure you're doing it right.  If you want to discuss how this training can be delivered to you (or your clients) give us a call ....

Our Mission

To provide world class services to clients of all sizes effectively, efficiently, responsively and responsibly to assist them in achieving their corporate retirement plan goals, keeping in mind that our efforts will impact the retirement success of their plan participants. 

Our approach is to first, understand the unique nature of a client's situation, then identify specific, measurable goals for actions, and only then, to provide a range of solutions to achieve those goals at minimal cost (and effort on the part of the client). We discuss these solutions with our client using "plain language" and make the solutions relevant to their business.  We strive to maximize a client's return on each benefit dollar spent.

Company Profile

Michael J. Olah & Associates, LLC. is a virtual network of retirement plan professionals who can provide diagnostic, design, operational, and fiduciary consulting services to plan sponsors, their advisers, plan service providers, and other professionals. We utilize the talents of some of the industries most experienced players when needed, maintaining an ultra-low cost structure to efficiently address the most complex issues facing our clients. We focus on providing "holistic" solutions that address root causes, rather than treating symptoms. We start with a top-down analysis, helping clients identify global objectives for maintaining a retirement plan, and then build bottom-up solutions designed to accomplish those goals. Our approach includes providing plan sponsors with a decision making paradigm that makes future decisions simpler to make, and in many cases, self-evident. This best practices approach reduces the need for on-going corrective actions, eliminates inconsistencies, and best protects plan fiduciaries from liability.

Our Managing Principal, Michael J. Olah, is a 27 year industry veteran, having experience as a practicing lawyer, in-house counsel, and member of the senior management at several bundled and un-bundled retirement plan service providers.  His "inside insight" makes him uniquely qualified to not only discuss the highly technical legal requirements of ERISA and the Internal Revenue Code, but to also discuss what actually works in the real world.  His consultative approach relies on his diverse background and varied experience to first explore the significant issues and client motivations in-depth, and then to proffer appropriate alternatives for consideration. His philosophy is the every client deserves solutions that uniquely addresses their specific  situation, and strives to identify a practical approach that resolves the issue with the minimal amount of distraction from the client's primary role - that of managing their business.  He has successfully taught his in-depth approach to numerous client-facing professionals, is a frequent conference speaker on fiduciary process and decision making, and is a subject matter resource to many in the industry.

Our network includes plan consultants, investment professionals, participant level marketing experts, operational experts, attorneys and other compliance specialists.  By using only the right resource at the right time, we maintain an efficiency that maximizes clients' benefits dollars while still providing a broad range of necessary services.

Contact us at:  info@erisa-expert.com, or by phone at (330) 961-2082

Copyright © 2013 Michael J. Olah & Associates, LLC
Last modified: 10/17/13

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