Search
 

How FreeERISA can help you provide plan advice

To identify plans in your market that may be candidates for fee-based advice, start with FreeERISAs 5500 data base and follow these steps:

By Rich White | Updated on March 21, 2014

To identify plans in your market that may be candidates for fee-based advice, start with FreeERISA’s 5500 data base and follow these steps:

Screen for plans with Zip codes in your market area. You can screen for several Zip codes by leaving off the last one or two digits. For example, if you wanted to screen for Zip codes around Little Rock, Ark., you could enter as a Zip code 722. This finds all plans in any Zip code beginning with these three digits. To narrow the search, add a fourth digit.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Recommended Stories

BenefitsPRO

Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2024 ALM Global, LLC. All Rights Reserved.