Technical Research for ERISA Pros

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Qualified Plan eSource

A complete treatise for ERISA professionals working with defined contribution plans. The Qualified Plan eSource provides answers in an easy-to-read and easy-to-search format with direct links to the government source materials. This eSource is written by industry expert Ilene H. Ferenczy, JD, CPC, APA who is a nationally-recognized ERISA attorney, speaker and Managing Partner of Ferenczy Benefits Law Center LLP, an employee benefits law firm in Atlanta, Georgia. Click here to learn more.

Form 5500 eSource

A complete guide to Form 5500 preparation. Written by industry expert and 5500 software pioneer Timothy McCutcheon, JD, CPA, MBA, this guide provides analysis with full explanations in an easy-to-read format. Avoid rejected filings by having access to over 1,000 data element format specifications and over 400 edit checks. Click here to learn more.

Fiduciary Responsibility eSource

Nationally recognized ERISA attorney and former IRS and Labor Department attorney Charles Humphrey puts advisors and plan sponsors in the driver's seat with his new title which provides a guide to ERISA fiduciary responsibilities. Click here to learn more.

New! Who's The Employer eSource

Who's the Employer, written by S. Derrin Watson, J.D., has long been the leading source of information and analysis about employee and employer issues affecting US retirement plans. The clear, easy to understand language and thorough presentation of the law makes it a pleasure to read, as well as an essential reference for plan administrators, staffing firms, and human resource departments. The book is filled with over 900 examples to make the frequently complex topics understandable. Click here to learn more.

Ask the Author

We are proud to offer the "Ask the Author" service where you can submit questions to us and receive responses in the same or next business day, often within hours or even minutes. No endless email strings - responses by email or phone. Click here to learn more.

Government Source Materials

These resources have been selected by our editors to only include resources relevant to ERISA professionals. These materials include the following: IRS, DOL, PBGC statutes, regulations and other guidance as well as Court cases. The site also includes searchable industry articles written by Ferenczy Benefits Law Center, Groom Law Group and Morgan Lewis.

Social Security eSource

The guide is written by Dr. William Reichenstein and William Meyer who are nationally known experts on social security claiming strategies. This title will provide you with the information you need to provide quality advice to clients on the verge of claiming Social Security benefits. Click here to learn more.