Welcome to the website for TRI Pension Services! The 2008 Edition of The ERISA Outline Book may now be ordered. For an order form that can be printed out and mailed or faxed in, CLICK HERE. Annual Hawaii Seminar. The dates for the 2008 seminar are set for November 18, 19 and 20, in Honolulu. Click here for details, including the agenda, hotel information, and a registration form. ERISA Views (Quarterly Newsletter on a Featured Topic). The latest issue (Spring 2008 - Issue #49) addresses the two-year restatement window for adopters of defined contribution master/prototype plans and volume submitter plans. To order a subscription to ERISA Views, which will include this latest issue, click here. If you would prefer to receive just the latest issue, please send us a letter with your request, and include a check payable to TRI Pension Services in the amount of $50. ERISA Views is available only in electronic form ("pdf" file as e-mail attachment), so make sure you provide us your e-mail address! eRISA Update (Quarterly Current Developments Service): eRISA Update is an electronic current developments service, providing comprehensive summaries of all the important developments in the retirement plan area. The latest issue, Issue #22 (Spring 2008) includes summaries of: (1) a Supreme Court ruling (the LaRue case) clarifying that participants in a defined contribution plan may bring suit under ERISA §502(a)(2) to recover account losses resulting from fiduciary breaches, (2) proposed regulations from the DOL that establish a safe harbor deposit deadline for participant contributions (including 401(k) deferrals) and loan repayments, available only to sponsors of small plans (under 100 participants), (3) a uniform delay of the effective date of Treasury regulations pertaining to the new minimum funding rules enacted by the PPA 2006, and the new funding-based benefit restrictions under IRC §436, (4) IRS guidance on how the PPA 2006 changes to the interest and mortality assumptions under IRC §417(e) interact with the qualified joint and survivor annuity (QJSA) rules, (5) IRS guidance on the requirement to provide a qualified optional survivor annuity for annuity starting dates occurring on or after the first day of the first plan year beginning in 2008, (6) an IRS notice that explains the application of the minimum accrual standards to a conversion of a traditional defined benefit plan to a cash balance plan, (7) a notice explaining the new rollover option, effective January 1, 2008, that allows non-Roth funds distributed in the form of an eligible rollover distribution from a qualified plan, section 403(b) plan or governmental 457(b) plan to be rolled over to a Roth IRA, (8) clarification of the timing of amendments to reflect the requirement to distribute gap period earnings with corrective distributions of excess deferrals under IRC §402(g), (9) proposed Treasury regulations that clarify certain 204(h) notice requirements for pension plan amendments that substantially reduce the rate of future benefit accrual, (10) the formal opening of the two-year restatement window for pre-approved defined contribution plans, (11) final PBGC regulations that prescribe modified due dates for paying variable rate premiums and, in the case of small plans, the due date for paying the flat-rate premium, (12) proposed regulations from the PBGC to update the ERISA §4010 reporting rules to reflect changes enacted by the PPA 2006, (13) proposed Treasury and PBGC regulations affecting multiemployer plans. To order eRISA Update, Click here and follow the instructions to print out an order form. If you would prefer to receive just the latest issue, please send us a letter with your request, and include a check payable to TRI Pension Services in the amount of $50. eRISA Update is available only in electronic form ("pdf" file as e-mail attachment), so make sure you provide us your e-mail address! ABOUT TRI PENSION SERVICES TRI Pension Services (TRIPS), started in 1994, is committed to providing consulting, professional training, and reference material in ERISA-related subjects. We provide these services to pension professionals (third party administrators, attorneys, accountants, actuaries, and pension consultants), as well as to employers who sponsor pension plans, and the human resource and pension departments of such employers. The founder of the company, Sal Tripodi, has over 20 years of experience in ERISA, and is nationally recognized as a leading expert in the field. To more efficiently deliver a number of services, TRIPS has entered into professional alliances with the American Society of Pension Professionals and Actuaries (ASPPA), for certain publication services; Global Benefit Advisors, L.L.C., (John Griffin and Charles Lockwood), for consulting and seminar; and the Law Offices of Ilene H. Ferenczy, LLC, for seminar services conducted by Ilene Ferenczy. services. Here's what you will find available through TRIPS Seminars services. We can provide in-house seminars for your firm or organization. In addition, we will work with firms to sponsor specialty seminars that will be open to the public (or to members of a professional organization). For more information click "Seminars" in the menu to the left. Reference books. TRIPS authors The ERISA Outline Book, which is fast becoming the leading pension resource in the country. For more information, click "The ERISA Outline Book" in the menu to the left. Newsletters. We offer two newsletter services. ERISA Views, available electronically or in print format, provides in-depth information about a particular ERISA-related issue. eRISA Update, available only in electronic format, provides summaries and analysis of current developments in ERISA. Both newsletters are published on a quarterly basis. For more information about these two newsletter services, click "Newsletter" in the menu to the left. Technical consulting services. Sal Tripodi provides technical consulting services on a fee basis, either by telephone or e-mail. Pension news. We will provide brief updates on significant current developments in ERISA. For the latest items, click "What's New" in the menu to the left. Please spend time reviewing each of the topics available on this webpage. Why the name "CybERISA" for our webpage? It's the blending of two terms: "cyber" and ERISA. It recognizes the integral role computers play in our lives and the ability of the Internet to deliver information. Our initial entry into the world of the Internet is just the beginning of what we anticipate will be an increasingly-used mode of delivering information to you. Thank you for your interest in TRI Pension Services.   Seminars | The ERISA Book | Newsletter | Consulting | Plan Documents | Whats New E-mail Us Copyright by Cyber FX Communications and TRI Pension Services 1998-2008