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TRI Pension Services / Newsletter Services

TRI Pension Services offers two newsletter services: ERISA Views and eRISA Update.

ERISA Views. ERISA Views is a quarterly newsletter published by TRI Pension Services since March of 1996. Starting with the Spring 2002 Issue (Issue #25), ERISA Views became available in electronic format ("pdf" file sent as an e-mail attachment) as well as in print format, and now is available ONLY in electronic format. ERISA Views provides a forum for discussing a particular issue in more depth, but is presented in an easy-to-understand format and illustrative examples.

eRISA Update. eRISA Update is the current developments component of our newsletter services. In each issue, we summarize each current development, providing analysis and, where appropriate, illustrative examples. Each current developments entry is identified by a paragraph number which will help the subscriber research the current developments by topic. On an annual basis, we provided a cumulative index of the current developments reported. eRISA Update is available only in electronic format ("pdf" file sent as an e-mail attachment). By providing a separate, electronic, current developments service, we are able to ensure the information is the latest available at the time of publication. Subscribers to eRISA Update also receive special bulletins when major new developments are released so that they will not have to wait until the next quarterly issue to receive information on such new developments. (Prior to the introduction of the eRISA Update service in January 2003, the ERISA Views service included a current developments supplement.)

  • Index for eRISA Update. Each issue of eRISA Update contains Summaries of Current Developments, providing in-depth analysis of significant ERISA developments. The Summaries of Current Developments are organized in 12 categories, indicating the type of authority/guidance being summarized, starting with Legislation (¶1), Treasury Regulations (¶2), DOL Regulations (¶3), PBGC Regulations (¶4), Court Cases (¶5), IRS Formal Guidance (e.g., Revenue Rulings, Revenue Procedures, Notices) (¶6), DOL or PBGC Formal Guidance (other than regulations) (¶7), Prohibited Transaction Exemptions (PTEs) (¶8), IRS Internal Communications (¶9), IRS Informal Rulings or Letters (¶10), DOL Opinion Letters, Field Assistance Bulletins and Private Rulings or Letters from the DOL or PBGC (¶11), and Miscellaneous Guidance (¶12). Each Current Developments Summary is reported under one of these paragraph headings, along with a 3-digit topic heading. Some topic headings encompass broad enough topics that there is an additional digit, in parentheses, for subtopics. We have prepared a document (pdf file) containing the current list of topics that are used to report the Current Developments Summaries. To obtain that file, click Key to eRISA Update Index Numbers.

    • Cumulative Table of Comments. A Cumulative Table of Contents for the Current Developments Summaries is available. To obtain that file, click Cumulative Index for eRISA Update.

    Order form. For an order form for these newsletter services, click Newsletter Order Form

    Past Issues of ERISA Views. The following focus topics have been featured in ERISA Views. The order form (see prior paragraph) includes an option to order any of these past issues.

    • Rehired Employees (Spring 1996 - Issue #1)
    • Defaults on Participant Loans (Summer 1996 - Issue #2)
    • the pension simplification provisions in the Small Business Job Protection Act of 1996 (Fall 1996 - Issue #3)
    • SIMPLE plans (Winter 1996/1997 - Issue #4)
    • Special Distribution Rules For 401(k) Plans: Plan Termination and Sale of Business or Subsidiary (Spring 1997 - Issue #5)
    • New Definition of Highly Compensated Employee (Summer 1997 - Issue #6)
    • Pension Provisions in the Taxpayer Relief Act of 1997 (Fall 1997 - Issue #7)
    • Plan Operation Issues Pending Amendments For Recent Legislation (Winter 1997/1998 - Issue #8)
    • Resolving Qualification Failures Under EPCRS (Spring 1998 - Issue #9)
    • Profit Sharing Plans With Multiple Discretionary Contribution Formulas (Summer 1998 - Issue #10).
    • Safe Harbor 401(k) Plans (Fall 1998 - Issue #11)
    • Recent Developments Affecting Plan Distributions (Winter 1998/1999 - Issue #12)
    • Checklist of Employer Responsibilities Relating to Plan Sponsorship (Spring 1999 - Issue #13)
    • Are You Ready for the New Rollover Restrictions on Hardship Withdrawals (Summer 1999 - Issue #14)
    • IRS Issues More EPCRS Correction Guidance for Certain Qualification Failures (Fall 1999 - Issue #15)
    • Revisiting Safe Harbor 401(k) Plans (Winter 1999/2000 - Issue #16)
    • Special 12-month GUST Amendment Deadline for Master/prototype Plans (M&P plans) and Volume Submitter Plans (Spring 2000 - Issue #17)
    • When Are Distributions From A 401(k) plan Available To Transferred Employees After An Asset Sale? (Summer 2000 - Issue #18)
    • New Exceptions To The Anti-cutback Rule: Eliminating Certain Payment Options in Defined Contribution Plans and New Elective Transfer Rules (Fall 2000 - Issue #19)
    • Loan Defaults And Loan Offsets Under The Final 72(p) Regulations (Winter 2000/2001 - Issue #20)
    • Minimum Distribution Rules - Round 2 Provides A Much Simpler Approach (Spring 2001 - Issue #21)
    • Pension Provisions in EGTRRA (a Retirement Savings EG-TRRAvaganza? (Summer 2001 - Issue #22)
    • Qualified Plan Issues Regarding Employees Who Return to the Workforce Following a Military Service Period (Fall 2001 - Issue #23)
    • Understanding the "Catch-up" Contribution Rules (Winter 2001/2002 - Issue #24)
    • PWBA's Voluntary Relief Programs for Late Form 5500s and Certain Fiduciary Breaches (Spring 2002 - Issue #25)
    • Minimum Distribution Rules - And That's Final! (Summer 2002 - Issue #26)
    • Should a Plan Apply for a Determination Letter? (Fall 2002 - Issue #27)
    • A Loan Again, Naturally (New Regulations on Participant Loans) (Winter 2002/2003 - Issue #28)
    • Compensation - One Word, Multiple Definitions (Spring 2003 - Issue #29)
    • Significant Issues Addressed in Comprehensive Proposed 401(k) Regulations (Summer 2003 - Issue #30)
    • Catching up on Catch-up Contributions (Fall 2003 - Issue #31)
    • 401(k) Testing Checklist for 2003 Plan Years (Winter 2003/2004 - Issue #32)
    • Protecting Optional Forms of Benefit (Spring 2004 - Issue #33)
    • Minimum Distributions from Defined Benefit Plans and Annuity Contracts - Final Regulations (Summer 2004 - Issue #34)
    • Automatic Rollovers - New Procedures for Cashing-Out Benefits Effective March 28, 2005 (Fall 2004 - Issue #35)
    • Significant Issues Addressed in Comprehensive 401(k) Regulations Issued on December 29, 2004 (Winter 2004/2005 - Issue #36)
    • Roth 401(k) Debuts January 1, 2006 - Will Your Clients Be Attending The Opening? (Spring 2005 - Issue #37)
    • An ERISA Fiduciary? Are You Talkin' To Me? (Summer 2005 - Issue #38)
    • New Procedures for Updating Plan Documents and Submitting for IRS Approval (Fall 2005 - Issue #39)
    • Hurricane Season 2005 - How Congress, IRS, DOL and PBGC spell R-E-L-I-E-F (Winter 2005/2006 - Issue #40)
    • 401(k) Plans - 10 Issues Needing Attention, Now That Revised Regulations Are In Effect (Spring 2006 - Issue #41)
    • What's New In The Updated EPCRS Procedure? (Summer 2006 - Issue #42)
    • The Pension Protection Act of 2006 - A Closer Look (Fall 2006 - Issue #43)
    • Coming Into Focus - DOL and IRS Shed Light On Some of the PPA 2006 Provisions (Winter 2007 - Issue #44)
    • Welcome Back! What You Need To Know About Rehired Employees (Spring 2007 - Issue #45)
    • Nonqualified Deferred Compensation - A Primer (Summer 2007 - Issue #46)
    • All I Want For Christmas Is A QDIA (Fall 2007 - Issue #47)
    • 401(k) Testing Issues For 2007 Plan Years (Winter 2008 - Issue #48)
    • Do You Feel That Breeze? The Window Is Now Open For Restating Pre-Approved Defined Contribution Plans (Spring 2008 - Issue #49)

    For an excerpt of the first two pages of the Fall 1997 issue, click Newsletter Sample

    Past Issues of eRISA Update. Since the current developments summaries are organized in a cumulative format, subscribers to eRISA Update have an opportunity on the order form to order past issues of this service. The cost of the past issues depends on the number of prior issues released, and is identified on the order form.

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Opdateret d. 25/4/08