ERISApedia

ERISApedia, welcome to the family!

Now that ERISApedia is part of the PensionPro family, we look forward to working together to equip the experts with more tools so they can provide the best service to plan sponsors.

With ERISApedia, you can utilize various technical research tools to find answers to complex ERISA questions on topics from 403(b) Plans, 457 Plans, Form 5500s, distributions, plan corrections and more. An AI Search feature leverages AI technology to improve research efficiency and accuracy by providing detailed results from ERISApedia’s compliance library.

Benchmarking and sales prospecting is made easier with a powerful search capability that includes searching Form 5500 data and attachments with hundreds of criteria. This allows searching by factors like audit firm, plan type, sponsor type, asset range and visualizing opportunities using a dynamic mapping tool. Benchmark reports compare plans to peer groups based on factors like industry and plan size, offering planning tips and operational benchmark reports. Generative AI is also available for creating customized emails.

Keep your industry knowledge up to date with webinars, newsletters and message boards. For example, ERISApedia recently hosted a complimentary webinar called “Workplace, Leased, and Shared, Oh My”. S. Derrin Watson, J.D., APM and Adriana M. Starr, Esq. explained the difference between workplace, leased and shared employees, how you can identify the relationships and what it means for the retirement plan administration. Webinar recordings are available as well.

What does this mean for current ERISApedia users? For the time being, you will continue to access it with your current login and reach out to [email protected] with questions.

For more information about ERISApedia, visit the PensionPro Marketplace. Use the Contact button to reach out to them directly or view their website for more details about their products and services.

Be sure to join us for a 30-minute webinar, Tuesday, August 5 at 2:00 ET to hear more about our future plans.