What others are saying about FreeERISA
FreeERISA is a great sales tool in finding information about a potential client. Keep up the good work!
-- Robert A. Sosky, Regional Pension Advisor | SRS, Inc.
FreeERISA is an invaluable tool for researching prospects. I have managed to save significant amounts of money for my, now, clients by assisting them to be in compliance with their 5500 filings.
-- Jamie Debenham, Vice President | Brooker Insurance Agency
A great database of information… very accessible.
-- Al Stafford, Sr. Vice-President | Morgan Stanley
How Many Plans
2.6 million Employee Retirement Income
Security Act (ERISA) form 5500s, covering
1.3 million plans and 1 million plan sponsors.
Types of Plans
Group benefits plans, including 401K, pension, life, and health plans.
Types of Data
ERISA Form 5500 filings include company contact information, plan renewal dates, plan financial data,
information about service providers and carriers, as well as other related information.
Premium Reference Databases
Advanced Retirement Plan Prospecting
With the Retirement Plan Prospector, advisors and brokers selling group retirement products can generate leads with advanced searches and plan analytics.