Welcome To The ERISA
Online Version 4.0 Tutorial. In This Brief Session, You Will Learn…
Click on the next links to advance to
the next screen.
- About the
multiple sources of information contained in
ERISA Online
- How to
search and sort through the database to
identify the records that you want
- How to
easily print and download your results
- Where to go
for additional assistance should you need it
- Where to go
to get the answers to the most frequently
asked questions (FAQ's) about using the
ERISA Online database
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The Source Of The Information In ERISA
Online
- Every
Qualified Retirement and Health & Welfare
plan in the United States is required to
file a Form 5500 with the Government each
year. This is the starting point for the
information.
- This
information is released by the Department of
Labor approximately every six months,
however, it is usually at least 18-24 months
after the plan sponsors file the form.
- Because of
this lag time, and the subsequent decay in
data quality, it is imperative that this
information be updated prior to being used
for marketing purposes!
- Some 5500
database providers simply republish the
“new” two-year old information when it is
released and call it an “update”.
- Others
attempt to update the information by trying
to contact all of the plan sponsors
themselves via telephone and web “surveys”.
There are over one million plans in the
United States, making this a pretty daunting
task!
- At
PensionPlanet.com, we use a much more
efficient and truly unique approach to
updating the Form 5500 data…
- Through our
partnership with The Dun & Bradstreet
Corporation, we update our Form 5500 data
against D&B’s world-class marketing database
of over 18 million U.S. businesses on a
monthly basis!
- This allows
us to update critical pieces of marketing
data such as addresses and phone numbers
- More
importantly, however, it allows us to append
vital pieces of marketing data that can be
missing from the raw 5500 information
- In a typical
month, we match between 94 and 95% of the
5500 filings against the D&B database,
ensuring you of using the most comprehensive
and accurate information available!
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