Built by the People Who Investigated the Plans

A former U.S. Department of Labor Senior Investigator, David Donaldson founded ERISA Risk Management on a foundation of firsthand regulatory experience and a commitment to protecting retirement plan participants.

With more than 27 years of experience in the retirement industry, David has guided the company's growth into a family of specialized firms focused on fiduciary oversight, plan terminations, payroll compliance, and participant protection.

His unique combination of federal enforcement experience, financial industry expertise, and hands-on fiduciary leadership allows ERISA Risk Management to anticipate regulatory challenges, develop innovative solutions, and deliver practical compliance strategies designed to withstand regulatory scrutiny.

Jillian Johnson serves as Chief Operating Officer of ERISA SMART and Managing Partner of 360 Payroll Bridge Solutions, bringing extensive experience in retirement plan administration, fiduciary operations, and regulatory compliance.

As COO of ERISA SMART, Jillian oversees daily operations, ensuring efficient service delivery, regulatory compliance, and consistent execution of the firm's professional fiduciary responsibilities.

As Managing Partner of 360 Payroll Bridge Solutions, Jillian leads the development and delivery of specialized payroll compliance services designed to ensure timely retirement plan contributions, accurate employee eligibility tracking, and seamless coordination between employers and recordkeepers.

Jeannie Benz serves as Vice President of Administration at ERISA SMART, bringing an extensive background in administrative management, operational oversight, and organizational efficiency.

Throughout her career, Jeannie has developed expertise in managing complex administrative processes, coordinating teams, and implementing procedures designed to improve efficiency, accuracy, and service delivery.

In her leadership role at ERISA SMART, Jeannie oversees key administrative functions, including retirement plan distributions, operational workflows, and coordination with clients and service providers. Her attention to detail and commitment to operational excellence help ensure the firm's fiduciary responsibilities are carried out efficiently and consistently.