Business building knowledge and insights from experts you trust.

Put Our Professional Resources to Work For You

For ERISA Pros

Technical Research Tools

Use our intuitive, expert search tools to quickly find answers to the tough questions you face every day.

For Financial Advisors

Plan Data Intelligence

Uncover critical plan details and assets from Form 5500 data and attached schedules that reveal opportunities.

For CPA Plan Auditors

Plan Audit Prospecting

Discover plan audit opportunities with our uniquely powerful data mining tool.

Don’t Take Our Word for It

We’re grateful for reactions like these about the work we do.


I am a bit of a 5500 data junkie in my role. The tool has saved me countless research hours. It has quickly become the best database on the market for current filings. I like that they are also a nimble organization and have incorporated many of my suggested enhancements – a couple within 24 hours.

Senior Manager CPA Firm

I think is truly a fantastic resource. When I would have to look up something on the other available resources, it seemed to take me forever to find what I was looking for. Half the time I just didn’t look something up since it seemed more trouble than it’s worth. Not so with ERISApedia. It’s very clean and easy to use, and I can find things quickly so I can get back to work!!

Kim M.
Plan Administrator

By the way, I just did some research this morning and found what I needed very quickly.


In less than a week, ERISApedia has become one of the core research resources for our firm. QPe and the other material is intuitive, has great functionality and the information and examples are presented in an easy to read, digest and share fashion. Having access to the QPe, and other resources, including Derrin Watson’s book make research easier and more accessible for our whole team.

VP and Principal of TPA Firm

I really appreciate S. Derrin Watson, Esq. going above and beyond his realm of legal expertise and taking the time to research our question and provide his reply in a very timely fashion. If there was a box in your closed-question survey for “excellent” customer service, I would have checked it. Thanks so much for all your help!

Steven M.
Senior Consultant

After picking up flyers while attending the FIS Advanced Pension Conference, I purchased ERISApedia based on what the products have to offer and our high level of respect for the very knowledgeable authors. After only a few weeks, I’ve already found this to be a very valuable and easy to use tool that I would highly recommend.

Diane E.
Compliance Manager

I continue to purchase more eSources because I find them to be very helpful in my research and they compliment our other existing online tools. I really like the question and answer feature of ERISApedia. I feel confident in all of the answers and the turnaround time for answers is very fast. ERISApedia is a great resource to me!

Vice President - Compliance

I’ve always said “there has to be a more concise way to do research” & now … there is – ERISApedia!

Heather F.
Plan Document Transition Analyst

I can’t tell you how much I appreciate your prompt response. As you know, things are happening so quickly right now that I didn’t want to wait a week on a response (as I have to with other providers). Thank you.


You have a great product. I needed to do some research today and found what I was looking for in a few minutes, which was much faster than I was used to. That was really the decision-maker! Happy to now be a customer.

Steve J.

Your Team

ERISApedia technical research products are written by industry veterans you know and trust. That’s why we have become the go-to resource for professionals like you.

Our Team