Free access to data via Basic Search. More robust search is fee-based.
FreeERISA, the online 5500 database is announcing the release of its newly redesigned plan dashboard and research tools. The improvements make it easy to locate and understand plan data, enabling visitors to find what they need more quickly.
“Each year, over 750,000 companies file a Form 5500. Finding the right benefit or retirement plan can be a real challenge that involves a lot of time and expertise. With this first step in our planned redesign, FreeERISA now highlights the most important plan facts in a graphical and easily understood dashboard. We calculate critical plan figures, red flags and more so that our community of advisors can spend less time sifting through data and more time pursuing sales,” says Eric Ryles, Managing Director of Employee Benefits Data Products.
New 401K/Retirement and Employee Benefits Plan Research Tools and Data:
The new FreeERISA features key plan facts and figures from the Form 5500 in a clean, graphical display. Visitors can now easily determine if a plan is a viable prospect without needing to first look through dense government documents.
Links to news stories that are relevant to an individual plan will now appear alongside its dashboard to provide users with greater insight into the state of a plan and its market conditions.
Information about plan strength indicators from Judy Diamond Associates’ premium lead generation and plan research too.
Finally, the tools that made FreeERISA a widely known resource for 5500 data for more than fifteen years are still central to the database. These include a simple search system and the ability to view reproductions of each plan’s Form 5500.
Direct to FreeERISA