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Free erisa

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Jan 19, 2007 2:10 pm

bjack73

Joined: 2006-04-23Offline

has anyone on this forum had any success using the free erisa site or any of the other sites that mutual fund companies have that provides business leads for company’s retirement plans???

Jan 19, 2007 3:46 pm

entrylevelFA

Joined: 2006-06-05Offline

Yes, I use it for background info, it helps to prepare for presentations.  Don’t waste your time on the section for rollovers from plans that are closing.