Here are some actual quotes from our clients:
[Richard] "Thank you again ever so much for spending yesterday with everyone at ******! We found it extremely informative and -yes- you were entertaining...Everyone [on your team] is absolutely stellar!" [from a human resource professional]
"Hi there Oren... Ahhh...Just got back from surgery. Went fairly well today...Hurt like Hell, but not quite as bad as previous sessions. So...Thank You...Thank You...Thank You... Y'know, you just don't find very many people in business today that are conscientious...that care about their customers and the quality of the work that they do. Then again, once in awhile, if one is extremely Super lucky, one can find people like You and Richard that really care, and do wonderful work. Again...Thank You...and Please, don't ever change! Peace..." [from a retired participant]
"Thank you for today's terrific meeting. We are so thrilled to be working with you both - you bring an extraordinary level of experience to the table and I know we are going to enjoy working together..."
Fantastic timing – ahead of schedule! The final contribution amount moved in the right direction, and was on target with the planning estimate you gave us 7 months ago (see attached).
[Oren] "I personally would like to thank you for all of your help on the audit. You have been incredibly helpful. Do you think you and potentially a coworker would have time to grab a drink sometime with Rick and myself? We would like to develop a better relationship with your company and would also like to buy you a beer to say thanks for your help." [CPA auditor]
> "Donna, Mission impossible. Mission accomplished. You get a special commendation Award for this. No doubt. Thank you,"[from partner in CPA firm]
Thanks for all your effort, and that of the other participants at E.R.I.S.A., Inc."
"Don't take this the wrong way, but I love working with you. You respond so quickly!!!"
"Stacy, as usual, your awesomeness has saved the day.
Thanks for the quick turnaround"
"Definitely music to my ears too. THANK YOU!!" [upon closing of DOL audit]
"Thanks Donna. We agree with your analysis. Another fine job. We are adjusting our internal stops in the payroll system to these numbers. Thanks again for your due diligence in parsing this issue." [principal in PEO]
"You have made this all work so smoothly. Thank you for everything!" [upon plan conversion]
"Thank you so much for making everything so easy with the changeover. It is incredible how easy it was!" [same client as above]
"Richard- thx so much for your guidance and insight during our recent phone discussion...I appreciate the skill and professionalism you bring to the process, and that of your support staff. Enjoy the weekend!"
Attached is the executed POA... and we really appreciate the great service you provide!" [DOL audit representation]
"Woo-hoo! Great work, and thanks as always." [IRS audit representation]
You have been supporting us through some very tough issues. We really appreciate the professionalism and the grace with which you have helped us toward clarity and compliance. You have dealt with curve balls such as my request to... with similar poise.
"Thank you, Linda! You are a pleasure to work with!"
I just wanted to thank you for helping me so quickly earlier. I greatly
As always, thank you very much for providing great information."
"Thank you Richard and Stacy! Very very helpful. I think you answered everything, I will be in touch if I have more questions."
"Thanks for making this so painless!"
First and foremost let me again thank you and Richard for your patience and wisdom. "
Thanks for the updated draft. Thanks again for all of your help throughout this process. I hope you know how much we appreciate your effort in supporting us through this first year audit. I'm not sure what we'd do without you and your team.
Have a great evening!"
Thanks. I just want to thank you and Richard for the very clear communication and direction you have provided over a very short period of time. We look forward to our relationship with ERISA Inc."
Thanks again for the conference call. I thought Richard did a good job; he certainly seems to know his way around the 412e3 plans and all regulations that affect that type of plan. We (Board) will be meeting again shortly to consider and act upon the TPA issue."
"Rich….just wanted to say what a great impression you make on clients and what a super job you did at XXXX last week. I know you’re just the “pretty face” of ERISA and I, also, know what a great team you have in the background that makes your job so much easier and fun! You’re a real pro with a tremendous eye for details and follow-up, as evidenced by your latest email exchange, below."
"Thank you Oren! Happy holiday to you and your family as well. Thanks for all you do for my/our clients the past year+. You guys rock. Richard has built quite an impressive team. Cheers."
"Stacy, you deserve a medal for doing this for me... You are the BEST!!!"
First, I wanted to say “thank you” for all of the work you have been doing on our plans. We are all very impressed with the level of service you’ve provided to us."
[Stacy] "Thanks, for all your hard work on these! We really appreciate your help." [from a CPA conducting a plan audit]
[Richard] "You are a true professional..." [from a financial representative]
[Richard] "I spoke with ***** last night. He was very pleased with how smoothly it went and particularly, mentioned you. He was most appreciative of your personal attention." [from a financial representative]
[Stacy] "Your positive attitude is infectious. It’s hard to remain a curmudgeon when I work on this account with you." [from a CPA conducting a plan audit]
"I am so glad we were able to get things worked out before ***** became sick. We didn’t know that at the time, but now I am grateful. You and Oren were easy to work with and overall you helped make it an easy “unwinding”." [company officer]
[Stacy] "Tell Richard you're awesome. Thanks!"[financial representative]
"Hi Stacy, Perfect, thank you. You are the quickest “emailer” I know and you always have good info too!..." [office manager]
"Hi Stacy, I will follow your recommendation. You perform a great support for *****.Thank you" [company controller]
"Thanks Richard! I'm looking forward to working with you and your amazing team again!" [installation coordinator at 401(k) record keeper]
[Stacy] "You're so on top of your game! Thanks a lot." [CPA auditor]
"Stacy, You are great—thanks very much for this and the other competent secure oversight you provide." [CEO of company]
"Rich….just wanted to say what a great impression you make on clients and what a super job you did at ***** last week. I know you’re just the “pretty face” of ERISA and I, also, know what a great team you have in the background that makes your job so much easier and fun! You’re a real pro with a tremendous eye for details and follow-up, as evidenced by your latest email exchange, below." [financial representative]
[Stacy] "Thank you for all of your help on the transition It really is a pleasure doing business with you and your firm..."
[Oren] "Thanks for all your help. We couldn’t have done it without you." [Assistant to owner upon closing of PBGC post termination audit]
[Richard] "Yesterday I reached a call from ***** and he was so thankful that you spoke with his brother about his pension decision. ***** said thank you so much to the both of us (you and me). I also want to thank you for all your help with this and for so much more!" [qualified plan professional]
"Generally speaking, we are extremely satisfied, even more than satisfied, with the service that Oren provides for us. He’s great -- he does a great job for us he’s always there when we need him. Also this evening, it was Tyler that stepped up to the plate and pinch hit for Oren and provided us some documentation the testing that we needed in a pinch. He was there for us and we appreciated (it) tremendously. I just felt compelled to make sure that his boss knew about it and to make sure that Oren’s boss knows what tremendous service he gives us as well." [transcribed phone call from controller]
"Donna, You are awesome. Thanks so much! If you ever need a reference or a quote for marketing purposes, I would be glad to provide one for you. Have a great day." [COO]
"Just wanted to pass this on to you. Stacy has been so incredibly helpful. In the past, I think it would have taken days and countless emails to get the answers to my questions. I really appreciated her quick and accurate answers and thought you should know. Stacy also just joined us on a call with our CFO and Controller and clearly answered all of our questions. Again, wanted you to know how much we value the services provided by Stacy. She’s obviously very knowledgeable!" [human resource director]
[Oren] "Thank you for your help. I know that I count on you for follow-up and execution. You are a true asset to E.R.I.S.A." [business owner]
[Oren] "Thanks again for all of your help throughout this process. I hope you know how much we appreciate your effort in supporting us through this first year audit. I'm not sure what we'd do without you and your team." [CFO]
"First and foremost let me again thank you [Oren] and Richard for your patience and wisdom..." [estate planning attorney]
"Linda, I just wanted to thank you for helping me so quickly earlier. I greatly appreciate it."
[Stacy] "Woo-hoo! Great work, and thanks as always. We'll sure miss you guys. Let me know if you guys ever need a reference or anything like that.
[Stacy] "I'd be happy to help." [company owner on closing of IRS audit of terminating plan]
Don't take this the wrong way, but I love working with you. You respond so quickly!!! [CPA]