The Erisa Outline Book

  Table of Contents
  Excerpt from Chapter 2
  Order Form
  Current Developments
  by Chapter
  Rate Tables
  Errata Page

TRI Pension Services / 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. The 2010 Edition, the fifteenth edition of this publication, consists of six outline volumes plus an index volume, 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 latest edition is fully updated for the technical corrections to the Pension Protection Act of 2006, as amended by the Worker, Retiree, and Employer Recovery Act of 2008, and includes all guidance issued through January 11, 2010.

Some of the new developments you will find include:

IRS guidance on the waiver of 2009 required minimum distributionN/li>
Automatic enrollment guidance from the IRS and Treasury

Guidance on discontinuing safe harbor nonelective contributions

Final regulations on PPA minimum funding rules and IRC sec. 436 benefit restrictions

EFAST2 electronic filing system and DOL guidance

New model notice under IRC section 402(f)

Guidance on deferrals from paid time off plans

Court cases on scrivener's errors

Conversion rule changes for non-Roth funds rolled into Roth IRAs

Reporting guidance for 403(b) plans

Over 100 new rulings, guidance and regulations affecting retirement plans

Thousands of pension professionals have discovered The ERISA Outline Book and use it as a primary pension resource.

How to order. Orders of The ERISA Outline Book are handled by ASPPA, which has the exclusive license for distribution of the book (hard copy and online edition). You can pre-order the 2010 Edition, which will become available in mid-March by clicking here. We recommend ordering both the print copy and the online edition package.

View current developments affecting the current edition!Our website is designed to keep you up to date with significant current developments that affect sections of the currently available edition of The ERISA Outline Book. To view entries organized by chapters that are affected in the most recent edition in circulation, click CURRENT DEVELOPMENTS BY CHAPTER. These entries refer to the date they were posted, so you will know whether you already have seen them. Our What's New page provides summaries of current developments, organized by the date posted (the most recent postings listed first). In addition, in Chapter 15, Section II, Part C, of The ERISA Outline Book, there are a series of rate tables published. For more recent rates that have been published since the most recent edition in circulation, click RATE TABLES.

Oops! From time to time, we discover typographical errors or text errors in the current edition of The ERISA Outline Book. Sometimes the error is a "holdover" from prior law that was not updated when the law changed. When these are discovered, information is posted on this website. For information on such errors, CLICK HERE.

List of chapters.Below is a description of the topics you will find covered in The ERISA Outline Book.

Home Page | E-mail Us

Opdateret d. 22/2/10