Quickly Find Answers and Clients

ERISApedia.com 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.

Technical Research for ERISA Pros

The technical research tool offered by ERISApedia.com 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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Professional Website Services

With Professional Website Services you get continually refreshed, individually designed, hosted and mobile ready websites. A subscription includes automatic posting of bi-monthly newsletters and other fresh content on a regular basis.

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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 as well as the 5500 Schedule of Assets contained in the 5500 attachments to allow Financial Advisors to find specific assets or categories of assets on the attached schedules.

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  • Words cannot express how thrilled I was with the response I received. My fear was that I would get some nebulous answer that would still leave me in the dark. But I got an answer that completely addressed my question and, more than that, went beyond my question to provide some additional insight that has a direct impact on the answer. This is what “Ask the Author” is all about. Thank You.

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

    Sue, CPA
  • Thanks Chuck! I think ERISApedia.com 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 ERISApedia.com 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
  • 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
  • Your resource, site and service are great. ERISApedia.com’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

About Our Team

Learn about our noted authors and staff.

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The purchase of two or more products may result in a discount on some or all of your order. Please ask your sales representative or email sales@erisapedia.com for more information.

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