Your Retirement and Welfare Plan BIG PICTURE Data Mining Home !

A Free, Public Service, Dashboard To Download Retirment And Welfare Plan Annual Reports (Complete Form 5500 Series ) Plus An Affordable Upgrade To Track Past and Present Plan Performance, Trends and Ratings.

Your Selected Plan Returns Key Plan History, Alerts, Important Performance Results and Ratings That You Need To Know. It's Driven By A Mega 15 Year Database Which features, On-Line, Over 10 Million ERISA Retirement and Welfare Plans. You receive a Private WorkSpace Directory To Save Your Favorite Plans. Plus Much More ...

What We Do For You

With a Free Membership,
We provide FREE simplified access to 15 plus years of Department Of Labor's Annual Financial Reports for Retirement and Welfare Plans (Form 5500), PLUS Tools to best utilize your selection with Unique, Professionally Maintained Advanced Data Mining Applications.

How We Do It

We have simplified the process of obtaining authentic DOL created PDF Form 5500's. Our ERISA Plus Dashboard, with our "Prestige Vision " Upgrade contains everything you need, in one screen, for all Retirement Plans, to be able to download and immediately coordinate critical prior plan events, performance, trands, and Ratings.. More

Don't Let A Standalone Form 5500 Put you in Jeopardy!

Retirement plans are dynamic tax exempt entities which are tied to prior key transactions, legal requirements, trends and Plan performance.

The PensionInspector's Prestige Vision upgrade , reviews information you must know from 5 to 15 Years, your selection, from more than 10 million Erisa Plans in a span of 15 Years and delivers to you THE BIG, PRIOR REPORTED PICTURE, to your wireless or PC, at an affordable subscription price. We are Wireless Compatible and live in the Cloud for 100% Service.

FREE FORM 5500 DOWNLOADS

ALWAYS FREE

All ERISA Retirement and Welfare Plans
Easiest to use
Minimum 2 character search
Beginner, Enhanced and Advanced Search
Up to 15 Years on one screen
All Special Attachments

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FORM 5500 PRESTIGE VISION Historical BIG PICTURE

$349/yr
$ 249 /yr
thru July 15, 2019

All of Free Form 5500 Downloads
5 Year Key Summary Reports
5 Year Critical Alerts
One-Click Plan Performance Queries
3D Data Mining
3D Compare and Rank.
Exclusive Retirement and Welfare Plan Study-Reports
Special Promotion - A 1 Year Subscription To 3D Five Star Data Mining and 3D Comparea and Rank - 2 Ultimate Data Mining Applications.
Free Enrolled Retirement Plan Actuary to Assist.
and Much More..

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ON-DEMAND DATABASE DOWNLOADS

see schedule

Complete Database for Download for Current and Previous 2 Years
Grouped by Large and Small Plans
Grouped by States, International Listings, DFE and Regions
Will customize database upon request

SEE SCHEDULE

CPA AUDIT ASSISTANT

$199/yr per plan

Spreadsheet Reconciling Form 5500 vs. ERISA Audit
Suplimental Audit Procedures PDF Report
All ERISA Audits within 75 mile radius of CPA firm

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Testimonials
I have been utilizing PensionInspector for a couple of years. The website and the information one can retrieve is much easier, faster and adds much more depth to a plan than the DOL website. For one thing, you do not need the Administrator's UserID to access the information. With just a few clicks, you can get all the information you need to review a plan for takeover consideration. You can review plans for at least five years past 5500 history. If there appear to be any compliance issues with the plan, you can access that information right away, rather than a headache in the future. I highly recommend the website. Stephen T. - Enrolled Retirement Plan Agent, QPA I have utilized the Pension Inspector CPA Audit Assistant Tool and found it a timesaver and very helpful to reduce my exposure by: Presenting a 5 year key plan performance analysis. Providing prior years key reported plan failures. Providing an Excel file of the prior year audit results to reconcile current year 5500 audit results as required by the Department of Labor audit requirement. Stephen Z - Certified Public Accountant

Testimonials

I have been utilizing PensionInspector for a couple of years. The website and the information one can retrieve is much easier, faster and adds much more depth to a plan than the DOL website. For one thing, you do not need the Administrator's UserID to access the information.

With just a few clicks, you can get all the information you need to review a plan for takeover consideration. You can review plans for at least five years past 5500 history. If there appear to be any compliance issues with the plan, you can access that information right away, rather than a headache in the future.

I highly recommend the website.
Stephen T. - Enrolled Retirement Plan Agent, QPA

I have utilized the Pension Inspector CPA Audit Assistant Tool and found it a timesaver and very helpful to reduce my exposure by:

Presenting a 5 year key plan performance analysis.
Providing prior years key reported plan failures.
Providing an Excel file of the prior year audit results
to reconcile current year 5500 audit results as required by the Department of Labor audit requirement.

Stephen Z - Certified Public Accountant

ERISA PLUS DASHBOARD (Screenshot)

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