FOUNDER / CEO
Manny Erlich was formerly the Managing Director of Geller Group, LLC a third-party administrator providing an integrated full-service solution to meet retirement plan needs of middle market firms through 401(k) plans, defined benefit pension plans, cash balance plans and profit sharing plans. The firm was sold to Focus Financial Partners in 2006.
Manny also served as Chief Compliance Officer for Geller Advisory Group until its sale to Focus Financial Partners.
Manny received a Certified Employee Benefit Specialist designation from the Wharton School of the University of Pennsylvania and a Qualified Plan Administrator designation from the American Society of Pension Actuaries as well as, his Enrolled Retirement Plan Agent designation allowing him to practice before the Internal Revenue Service on retirement plan matters. Manny received a Bachelor’s degree cum laude in Mathematics from Brooklyn College and a Master’s of Business Administration degree with a concentration in Employee Benefits from St John’s University School of Risk Management, Insurance, and Actuarial Science (formerly the College of Insurance).
Manny lives in New Jersey with his wife Gail and is extremely proud of his two accomplished children Steven and Felicia. Manny and Gail are avid tennis players, enjoy traveling and are now pursuing to learn the game of golf.
WHAT CLIENTS SAY?
KIND WORDS FROM MY CLIENTS
We were so pleased to find Manny Erlich and Westfield Pensions who brought his many years of experience in the pension planning arena to InspIR Group. We were looking for a customized approach to our particular situation, not the cookie-cutter pension design that most large companies offer. As a professional services firm with a large number of senior level employees, we needed a unique program. Manny listened to our needs and designed a plan that works not only for the owners but all of our colleagues. He provides a high-touch approach and is always available to patiently answer any questions. He also works hand-in-hand with our CFO and financial broker.
- Monique Skruzny
CEO, InspIR Group
My firm has been working with Manny since 2016. His thoughtful responses to my questions are provided promptly. He provides us with all correspondence that we need to keep our plan in compliance without being reminded to do so and he is always available to staff members if they have any questions regarding the firm’s plan. I am very happy with his services and my interactions with Manny are always friendly and honest.
- Suzanne Sowinski,
AIA, LEED AP, GGP, ENV SP, President, Director of Sustainable Building