Richard Perlin, JD CPC, President and Owner
- University of Illinois College of Law, Champaign, Illinois, visiting student, 1980
- DePaul University College of Law, Chicago, Illinois, JD 1981
- Northwestern University, Evanston, Illinois, BA, Mathematics 1978
Principal with E.R.I.S.A., Inc., since 1983
- Member of Illinois Bar, 1981-current
- Qualified 401(k) Administrator (QKA), American Society of Pension Professionals and Actuaries, 2001
- Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries, 2003
- Qualified Plan Financial Consultant (QPFC), American Society of Pension Professionals and Actuaries, 2012
- Member of the American Society of Pension Professionals and Actuaries (ASPPA)
- Member of the Documents Sub-Committee of the Government Affairs Committee of ASPPA
- Member of the DATAIR Study Group
- Member of the Executive Guild networking group
Speaking and Writing
Authored various articles in the CCH (Wolters Kluwer Law and Business) Benefits Practice Portfolio from 2006-2018. Subjects included: Issues in Trustee Fee Disclosures, Nuts and Bolts of Roth 401(k) programs, New Issues in Automatic Enrollment under PPA, and Calculating Pass-Through Income Deduction under the Tax Cuts Jobs Act.
Speaker and Presenter on ten occasions (from 1997-2013) at the Great Lakes Benefit Conferences (formerly Mid-States Benefits Conference) jointly sponsored by the IRS and the American Society of Pension Professionals and Actuaries). Topics included: Advanced 401(k) Plan Design, Advanced 401(k) Testing, 412(e)(3) Pension Plans, and the Business of Being a TPA.
Speaker and Presenter, from 2008-2010 at the Annual Meeting of the American Society of Pension Professionals and Actuaries, Washington, DC. Topics included: 401(k) Testing, Advanced Defined Contribution Plan Design, Compensation Issues, and Plan Conversions.
Author of 2 articles in the Journal of Pension Benefits (Wolters Kluwer Law and Business) in 2004 and 2013, both relating to Section 412(e)(3) Pension Plans.
Speaker and Presenter at the 2002 National Summer Academy, jointly sponsored by IRS/ASPPA, San Diego, California. Topic: Designing and Administering DC Plans After EGTRRA
When I’m Not in the Office
Richard served on the Skokie District 68 School Board from 2000-2005. Since 2009, he has served on the Skokie Zoning Board of Appeals. Richard has also served on financial related committees at Temple Beth Israel where he and Linda are members. Richard enjoys bicycling and likes to commute throughout the year as his schedule permits. He also enjoys kayaking. Richard and his son have competed in the Des Plaines River Canoe Marathon 12 times. Richard and his son spent 5 days kayaking in Glacier Bay, Alaska and in 2010 backpacked across the Grand Canyon. Lastly, Richard attempts to act as an amateur photographer. He likes to take photos at family and Temple events. These days, Richard likes to spend time and take pictures of his grandchild.