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Your Employee Retirement Income Security Act Resource

The ERISA Outline Book

The ERISA Outline Book is both a reference book and a study guide on qualified plans, presented in outline format and fully indexed. Thousands of pension professionals use it as a primary pension resource.

The 2017 Edition, the 22nd edition of this publication, consists of nine volumes and is available both in print and online editions. Various multi-user concurrent licenses are also available for the online edition, providing flexibility to choose the option that best suits your business. The 2017 Print Edition includes all guidance issued through January 31, 2017. The Online Edition is updated quarterly. [Note: The order forms currently refer to the 2016 print edition, but will reflect 2017 orders in March 2017.]

Some of the new developments you will find in the 2017 Print and Online Editions include:

  • Mid-year amendments permissible under safe harbor 401(k) plans
  • IRS guidance allowing forfeitures to be allocated as QNECs, QMACs, and safe harbor 401(k) contributions
  • Updated EPCRS procedures
  • Final fiduciary investment adviser regulations, and delayed implementation under new Administration's directive
  • Best Interest Contract Exemption, and delaye dimplementation under new Administration's directive
  • Revised determination letter procedures
  • New remedial amendment period rules
  • Rollover guidance on distributions that include after-tax funds, including Roth funds
  • Self-certification procedures for late rollovers
  • Proposed revisions to Form 5500 and related schedules
  • Regulations on partial annuity distributions from DB plans
  • New information on disaggregation of otherwise excludable employees
  • New DOL safe harbor for state-mandated IRA programs
  • PBGC's proposed expansion of missing participant program
  • Reduced PBGC penalties for late premium payments
  • Update DOL guidance on proxy voting and economically-targeted investments
  • Proposed regulations under IRC §§409A and 457
  • Updated court cases issued in the last 12 months

Updates made to the 2016 Online Edition in December 2016 include:

  • IRS guidance allowing forfeitures to be allocated as QNECs, QMACs, and safe harbor 401(k) contributions
  • Updated EPCRS procedures
  • New remedial amendment period rules and determination letter submission procedures under Rev. Proc. 2016-37
  • 2016 Required Amendments List for individually-designed plans
  • Proposed regulations under IRC §§409A and 457
  • Regulations on partial annuity distributions from DB plans
  • New information on disaggregation of otherwise excludable employees
  • PBGC's proposed expansion of missing participant program
  • New guidance on disregarded enProposed revisions to Form 5500 and related schedulestities
  • Information on Certified PEOs
  • Updated information on church plans and governmental plans
  • Updated civil penalty levels from DOL and PBGC
  • Update on rules regarding vesting upon discontinuance of profit sharing plan contributions
  • Mortality tables for 2017
  • Hardship relief for Louisiana Storms and Hurricane Matthew
  • Basis recovery rules for phased retirement payments
  • Self-certification procedures for late rollovers
  • Application of IRC §4980 to multiple transfers to a qualified replacement plan
  • Final DOL safe harbor for State-mandated IRA payroll deduction programs
  • Proposed revisions to Form 5500 and related schedules
  • Latest court cases
  • Updated Table of Authorities and interest rates in Chapter 17

Click here to see a description of the topics you will find covered in The ERISA Outline Book.

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