Table of Contents
  Excerpt from Chapter 2
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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 2009 Edition, the fourteenth edition of this publication, consists of six outline volumes plus an index volume, and is available both in print and online editions. A 10 user concurrent license is also available for the online edition. This 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.

Some of the new developments you will find include:

• PPA technical corrections and other provisions of the Worker, Retiree, and Employer Recovery Act of 2008
• Provisions in the Heroes Earnings Assistance and Relief Tax Act of 2008 (HEART Act)
• The latest minimum funding guidance and all other PPA 2006 guidance issued through January 9, 2009
• Revised EPCRS procedures
• Guidance on rollovers to Roth IRAs
• Guidance on qualified optional survivor annuities (QOSAs)
• Revised PBGC premium payment regulations
• DOL Q&As on qualified default investment alternatives
• DOL guidelines on economically-targeted investments, annuitizing benefits under a defined contribution plan, and proxy voting
• All other notices, rulings, and other guidance from DOL, IRS and PBGC issued in the last year
• The latest ERISA litigation cases

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 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.
 

• Chapters 1A and 1B - 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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