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 Reaches 40 Year High
Inflation continued its onslaught, for retirement plans, to expand with the June 2022 CPI-W table increasing 9.8% from a year ago.
Get your Form 5500 retirement plan's annual investment decrease or increase, only $28 because of Inflation - up to 15 years. Click here.
My View: By David J. Tananbaum
Inflation is a dangerous threat to retirement - whether trying to save for retirement or being retired. Inflation reduces the real purchasing power of goods and services for plan participants and retirees. The rise in inflation especially hurts those on fixed incomes who have been seeing prices on the goods and services they rely heavily on, such as medical care, energy, food, power, and car gasoline.
In April 2022, inflation took an increasing toll on retirement plan participants by increasing to 8.9% over last year's April monthly result - its largest 12-month increase since January 1982 - using the same Consumer Price Index (CPI-W) that Social Security uses for its annual Cost of Living (COLA) update. And to make matters worse, worker salaries, adjusted for inflation, increased 5.3% over the past year because of the increase in Cost of Living.
But there is an answer to rampaging inflation in retirment plans. It's called the "Inflation Eraser" which is an extensive user-friendly program that simplifies research for plans that file Form 5500 and Form 5500-SF.
The low cost ($28 one time, or month-to-month) www.pensioninspector.com "Inflation Eraser" app combats retirement plan inflation by defining each plan's yearly accumulated retirment plan inflation to show the accumulated plan average increase or decrese for years tested when run from inception year of plan or for plan particpants from year of hire.
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).