"I'm dedicated to ensuring ERISA compliance"

ddonaldson@erisasmart.com

(805) 202-6670

True Expertise

Our Leadership

About ERISA SMART

Expertise That Counts


Year after year the U.S. Department of Labor Employee Benefit Security Administration finds violations of ERISA in approximately  70% of the plans they investigate. ERISA SMART provides the education and services to enhance your retirement plan management.


ERISA SMART,  is a firm owned, staffed and managed by former U.S. Department Investigators. Our comprehensive suite of tools and consulting services are designed to assist with overall plan compliance through the implementation of ERISA best practices and expert guidance ..


Our Leadership at ERISA SMART

 

David Donaldson serves as the President and CEO of ERISA Smart. Previously he was a Senior Investigator for the U.S.Department of Labor's Employee Benefit Security Administration where his responsibilities included conducting and coordinating investigations of major inter-jurisdictional or national employee benefit plans, service providers investment advisors, investment managers and trust departments. In addition, David was responsible for developing and presenting training for other investigators regarding plan investments, investment advisors and conflicts of interest. Prior to his work at the DOL, David worked for some of Wall Street's largest firms managing retirement plans, providing fiduciary guidance, and investment management services. David is a frequent speaker at national events on ERISA and retirement plan best practices. He also is an expert witness and was recognized in 2013 as one of the top 100 most influential people in defined contribution. David's experiences and 20 years of working with retirement plans provide him with a unique perspective unmatched in the industry. 

Opinion Papers

The Investment Policy Statement.

"Raising the Bar in Retirement Plan Management

Acquisitions & ERISA

The 403(b) Blues