Top Benefits with PensionInspector™
From Novice to Expert, for you to get the Big Picture of any Erisa Retirement or Welfare Plan. All ERISA Form 5500 Annual Reports plus Attachments are waiting for you to download, for free, from the U.S. Department of Labor. Here's why. Here is our current lineup of Free and available low cost subscriptions:
- A 10+ page, 5-year Summary of Plan Operations that you can scan in just one minute
- A Yearly Cost of Living report that provides +/- yearly results
- MultiVision App that allows you to create and view up to 5 query results of a single Plan simultaneously.
- Member searchablew Special Stgudies that are customizable to your State,City or Zip Code.
We have You Covered for Prior Plan Events
Every ERISA Retirement and Welfare Plan is a result of its prior years operation. We are dedicated to helping you - Plan Sponsors, Participants, Professionals, Lawyers, Accountants and Actuaries make every plan emerge as the very best it can be. We do this by providing, a new, original, easy to use, set of tools you can best use providing you real historical trends, alerts and key metrics for the plans you work with. You can begin by scanning, in less than one minute, your plan's "Five Year Summary of Plan Operations".
Free Form 5500 - Always Free
- All ERISA Retirement and Welfare Plans are easiest to use
- Minimum 3 character search for Beginner, Enhanced and Advanced
- Up to 15 Years on one screen
- All Special Attachments
Members
FREE FORM 5500 DOWNLOADS
Always Free
Learn More- All ERISA Retirement and Welfare Plans
- Easiest to use and it helps you to find your plan
- Minimum 3 character search
- Limited to 3 entries in the vault
- Beginner, Enhanced and Advanced Search
- Up to 15 Years on one screen
- All Special Attachments
Retirement Plan Inflation Onslaught continues
Inflation continued its onslaught on retirement plans, expanding with the August 2022 CPI-W table increase of 8.7% from a year ago.
Retirement Plan Inflation destroys the annual Intrinsic Investment return for every retirement plan. Some results are devastating.
Today, each retirement plan, that files Form 5500 and 5500-SF should know the degree of devastation that Inflation reeks upon Retirment Plan Annual Investment Results.
Get your exclusive Retirement Plan Inflation Eraser Report for your, or, any retirement plan that files Form 5500 or 5500-SF.
As a bonus we are including the Pension Inspector Five year Plan Summary Performance Report. Click here.
My View: By David J. Tananbaum
In the summer of 2022, inflation took an increasing toll on plan participants by increasing by 9.1% in July and 8.7% in August over last year’s July and August monthly results – using the same Consumer Price Index (CPI-W) that Social Security uses for its annual cost-of-living (COLA) update.
But there is an answer to the rampaging Retirement Plan Inflation. It’s called the “Retirement Plan Inflation Eraser” which is a new user-created, easy to use, tool that separates each plans yearly inflation factor from average earnings using the CPI-W table (that Social Security uses for its annual COLA increase).
The Retirement Plan Inflation Eraser enables the users to adjust the annual reported investment earnings (up to 20 years) by the Inflation factor to determine the Plan's net Intrinsic value for that year and for cumulative years tested.
What We Do?
Whether you are a Retirement or Welfare plan participant, plan sponsor, Erisa professional, financial advisor, CPA, Pension Actuary we have the "easy to use" key content for you. Just create a free no obligation trial account.
We are experts in simplifying complex Erisa Historical plan data and presenting it to you in a form you can understand and use.
Who Are We?
We are ThePensionInspector, created in 2007 by a nationally licensed ERISA expert with over 45 years of experience creating, managing and actuarially certifying ERISA Retirement and Welfare Plans. We have pioneered many new apps to help you quickly analyze the historical data of any ERISA Financial Report (Form 5500 and attachments).