about_erisa

About Us

Philip J. Koehler, Esq., Founder and CEO of ERISA Fiduciary Administrators LLC (“EFA”), is a highly experienced ERISA attorney, having practiced in large law firms,e.g. Morrison & Foerster LLP, and two of the final four accounting firms, Deloitte and KPMG.  He has advised thousands of plan sponsors regarding all aspects of their retirement plans and executive compensation programs.  Early in his career, he was a pension underwriter for large insurance companies and managed several third party administration firms.  He is Professor of Qualified Pension and Profit Sharing Plans and Executive Compensation at the Chapman University School of Law.  For a more complete description of his background, please click the “Meet our CEO” button on the top menu tray.

Mr. Koehler is a graduate of the University of Texas at Austin.  He received an MBA from the University of California at Irvine and a JD from the University of Southern California. His professional credentials include the following:

RF™ (Registered Fiduciary), DALBAR, Inc.

CMS (Compensation Management Specialist), International Foundation of Employee Benefit Plans

CEBS (Certified Employee Benefit Specialist), International Foundation of Employee Benefit Plans

CPC (Certified Pension Consultant), American Society of Pension Plan Actuaries

Fellow, ISCEBS (International Society of Certified Employee Benefit Specialists)

State Bar of California, Attorney No.155358

 


CORPORATE OFFICE

ERISA Fiduciary Administrators LLC
14 Corporate Plaza, Suite 120
Newport Beach, CA 92660

pjkoehler@efiduciaries.com

866-609-5556 (toll free)

267-427-1420 (fax)