• Recently, as I was starting a new position with a new retirement firm, I knew that I had to bring my favorite ERISA compliance service...I LOVE my! I do not know how I would manage without my daily go-to tool. It was not a hard sell to the new company, especially since I am such a huge fan of, it is a must have! Updated daily – check, Webinars and CE credits for free – check, Easy access to IRS and DOL regulations – check, Ask the Author – check. Don’t leave home without it!

    Joni J - Compliance Manager (Retirement Services)
  • You need to offer a FANTASTIC or AMAZING review choice because Derrin is both and I love having the option to ask him questions even when I think I know the answer.

    Shannon E. - TPA Firm President
  • I do want to do the subscription! I was able to use the trial only a little bit but have to say it was so easy to find my way around and very informative, easy to read, super helpful!

    Jeanine S. - COO - Retirement Advisory Firm
  • Thank you for reaching out. I have been very pleased with the service. That is actually an understatement. It has cut research time on thorny questions down by a ton. And so far I have been able to find answers to everything that I have looked for.

    Rod D. - TPA Firm Owner
  • I don't know how I survived all those years before!

    Pat C. - TPA Firm President/Owner
  • The response is what I expected, but needed a confirmation. I want to thank Derrin and everyone at ERISApedia for being a wonderful resource for us. Since we subscribed, you have been our #1 go-to resource.

    Jessica C. - Retirement Services
  • What is so good about this service is that you can tailor your question to fit your needs. Sometimes I do not have a clue on what to do next; other times I just need a DSA (Derrin Stamp of Approval). Either way, I can turn to ASK to move forward with confidence.

    John N. - Compliance Manager
  • I use the service almost daily. It's my best resource.

    Carol B. TPA Business Owner
  • Derrin responded so quickly, it was very nice being able to respond to my client so quickly.

    Kristie J. - Owner, TPA Firm
  • The service is excellent. It does not get any better for a new practitioner in this practice area than having the best technical resources to read and to ask questions. Bravo! Bravo! Bravo!

    Gerald N., J.D., LL.M.
  • During testing season sometimes you need to be sure you are going down the right path. I really appreciate Derrin's insight and responsiveness.

    Amy S. - V.P., TPA Firm
  • Y'all are a cornerstone of our growth. I couldn’t be happier.

    Best Regards - Chris O. - TPA Firm President
  • Five out of five 'stars' for all the ERISApedia products, and one more 'star' for being able to use the research for consulting engagements. is the best return on investment of any software we use.

    Jerry, TPA Owner
  • 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. - President/Owner
  • 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.

    Allison - Manager
  • 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 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!

    Judy - Vice President - Compliance
  • 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 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
  • 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.

    Jordan, VP and Principal of TPA Firm
  • Joanne, I just wanted to drop you a line to tell you how much I appreciate The system has significantly improved my research time and results. Thanks.

    Clint B. - TPA
  • By the way, I just did some research this morning and found what I needed very quickly.

    Sue, CPA
  • Thanks Chuck! 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
  • 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.

    Michael, Senior Manager CPA Firm
  • You guys are amazing at outreach and service! I appreciate the extremely rapid response, focus on customer service and willingness to go above and beyond to make sure the program is exceeding our expectations. Thank you for all that you do!

    Kind Regards, Travis, CPA, QKA
  • Thank you Joanne. Based on my experience thus far, ERISApedia far outshines any service we have received from another answer service over the last 15 years.

    Judi, TPA
  • ERISApedia has been a wonderful addition to my firm's marketing tool box. The real time functionality and ability to slice and dice the data, however you can imagine, has been great.

    Julie T. CPA
  • Ok, I am sold on the Qualified Plan eSource ... I love it. We are definitely going to sign up!!! You have no idea the frustration I’ve had with Brand X, Brand Y and Google searches. This will save me so much time! Thank you.

    Leigh Ann, TPA
  • Your resource, site and service are great.’s information and resources are very practical compared to other resources. I look forward to more titles. You have a great product.

    David, Attorney
  • It was great meeting you for breakfast this morning. As promised, I am introducing you to Chuck Gouge from Erisapedia, via this email. I am a recent new customer of their prospecting tool and I am a big fan, I am confident you will find it useful for your business.

    Mike D., CPA


We are pleased to offer a completely free 5500 search tool (Free Click here to instantly get access to this useful tool.

Technical Research for ERISA Pros

The technical research tool offered by is a new way to quickly find answers to the tough questions you face every day. Our revolutionary platform combines our proprietary, state of the art search tools and a user friendly, intuitive interface.

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CPA Plan Audit Prospecting

The CPA Prospecting ReSource offers Plan Auditors a powerful and valuable data mining tool that provides an intuitive approach to competitive opportunity analysis. This is the only product in the industry specifically created to secure plan audit business.

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Financial Advisor Client Prospecting

The Plan Data Intelligence ("PDI") ReSource is a powerful and very valuable data mining tool that searches Form 5500 data and attachments to allow Financial Advisors to find specific assets on the attached schedules.

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Quickly Find Answers and Clients products provide a clean and easy to use way to find timely and critical information you need.

Get Answers. Our technical research products are written by industry professionals and are continuously updated.

Win Clients. Our client prospecting products and professional website services provide a fast way to identify prospects to grow your plan business.

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