Nick Westmoreland – ERISA Services, Inc.
Nick is a Partner & VP of Business Development with ERISA Services, Inc. Nick’s focus is to build relationships with financial professionals and local CPA’s; partnering to identify the best retirement plan solutions for their clients.
Nick has over 15 years of experience in customizing qualified retirement plans for small to medium-sized businesses and organizations. Nick’s passion lies in getting to know his clients, their culture and their retirement plan goals. Each client is unique in their needs; it is this challenge that Nick enjoys most.
Specialties: 401(k) & 403(b) Plan Design, Administration and Best Practices, Cash Balance/Defined Benefit Plans, 3(16) Fiduciary Services, New Comparability/Cross-Tested Profit Sharing, 401(k) Payroll Integration