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 2011 Edition, the sixteenth edition of this publication, consists of seven 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 2011 edition includes all guidance issued through January 14, 2011.

Some of the new developments you will find include:

• Service provider fee disclosure regulations
• New mandatory fee disclosures to participants
• Expansion of fiduciary definition
• Cash balance regulations
• Pension Relief Act of 2010 - special amortization elections
• New PTIN requirements
• Mandatory electronic deposit of withholding
• HEART Act guidance
• New chapter added for 403(b), 457(b) and non-qualified plans
• 2010 Cumulative List of Changes in Plan Qualification Requirements
• Over 100 new rulings, guidance and regulations affecting retirement plans

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

• About The ERISA Outline Book
• Table of Contents
• Excerpt (PDF)
• Order a Hard Copy or Electronic Book
• Current Developments by Chapter
• Rate Tables
• Dollar Limits
• Errata Page