Product Items

ERISA Online is the ultimate Qualified Plan prospecting and marketing tool! ERISA Online is the next generation of the original ERISA "Red Book" of Pension Funds and the ERISA "Blue Book" of Group Benefit Plans, long the industry standard for Pension & Group Benefits plan marketing and research. This powerful tool gives you:

• Instant web access to all your state U.S. Qualified Retirement (Pension) and Health & Welfare (Group) Plans - No Need to purchase separate products
• Powerhouse web search engine allows users to search over 60 fields in any combination
• Every Defined Contribution & Defined Benefit plan including 401(K), ESOP & Profit Sharing
• Health, life, dental, vision, temporary and long term disability, and flexible benefit plans 
• Complete Form 5500 and Schedules replications in PDF format
• Full export capabilities. Download Hundreds of Fields. Pick and choose the fields you need or supress fields you don't need. Easy integration into Contact Management, Spreadsheet or Mail Merge programs
• Updated 2X Year 
• Free Technical Support 

PLEASE NOTE: This is the STANDARD version. Form 5500 data can be as much as 2 years old when publicly released. If you need current contact and marketing data, you should consider the PREMIUM Version of this product.