Table of Contents
  Excerpt from Chapter 2
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  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 2008 Edition, the thirteenth edition of this publication, consists of five outline volumes plus an index volume, and is available both in print and on CD. This latest edition is fully updated for the Pension Protection Act of 2006 (PPA 2006) and all PPA 2006 guidance issued through January 8, 2008.

Some of the new developments you will find include:

• Automatic enrollment guidance, including rules for qualified automatic contribution arrangements (QACAs) and eligible automatic contribution arrangements
• Final IRC §415 regulations
• DOL's safe harbor guidance for default investments
• Final regulations for 403(b) plans
• Final regulations on qualified default investment alternatives (QDIAs)
• Latest guidance on Roth 401(k) issues
• Revised procedures for determination letter submissions and approvals of Pre-Approved Plans
• Interim and discretionary amendment guidance, including guidelines for adopting PPA 2006 amendments
• New rules under IRC §417(e) for determining interest rates and mortality tables for lump sum payments from defined benefit plans
• Latest guidance for new funding rules under PPA 2006
• Guidance on benefit restrictions under new IRC §436
• Latest guidance on cash balance plans and other statutory hybrid plans
• Revisions to Form 5500 series
• Final regulations under IRC §409A for nonqualified plans and the latest transitional guidance
• Information on hundreds of new cases, rulings, and informal guidance from the courts, Treasury, IRS, DOL and PBGC, affecting qualified plans and other employer-sponsored retirement programs

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

How to order. You can obtain an order form by click ORDER FORM. We recommend ordering both the print copy and CD (entire book and index on single CD) for only $595!

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.
 

• Chapter 1 - Important Definitions
• Chapter 2 - Eligibility Rules
• Chapter 3A - Accruing Benefits: Part 1 (DC allocations, DB accruals)
• Chapter 3B - Accruing Benefits: Part 2 (Special rules; protection of benefits)
• Chapter 4 - Vesting Rules
• Chapter 5 - Section 415 Limits
• Chapter 6 - Plan Distributions
• Chapter 7 - Taxation Rules
• Chapter 8 - Coverage Testing
• Chapter 9 - Nondiscrimination Testing
• Chapter 10 - Permitted Disparity
• Chapter 11 - 401(k) and 401(m) Testing
• Chapter 12 - SEPs and SIMPLE plans
• Chapter 13A - Title I of ERISA: Part 1 (Reporting and disclosure requirements; minimum plan standards)
• Chapter 13B - Title I of ERISA: Part 2 (Fiduciary issues and enforcement)
• Chapter 14 - Prohibited Transactions
• Chapter 15 - Tables, Checklists, and Quick Reference Guides

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