TRI Pension Services
Order Form for ERISA Views and eRISA Update (Valid through July 31, 2008)

ERISA Views. To order a one-year subscription to ERISA Views (4 quarterly issues) and/or any past issues, please print out the order form below and fill out the applicable information. ERISA Views is available only in electronic form (i.e., a pdf file as an e-mail attachment).

eRISA Update. To order a one-year subscruption to eRISA Update (4 quarterly issues) please print out the order form below and fill out the applicable information. New subscribers to eRISA Update may also order the past issues of that newsletter service. eRISA Update is available only in electronic form (i.e., a pdf file as an e-mail attachment) and represents the sole TRI Pension Services publication devoted solely to reporting current developments. Note the substantial discount for an eRISA Update subscription if you are also ordering ERISA Views.
Please make all checks payable to TRI Pension Services. Mail your order to (Internet orders are not accepted):
    TRI Pension Services
    Attn: ERISA Views/eRISA Update Subscription Services
    PMB 120
    9457 S. University Blvd.
    Highlands Ranch, CO 80126

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An email address MUST be provided so we can transmit your issues of ERISA Views and eRISA Update. In addition, invoices for renewals are sent via email.
  Description Amount
ERISA Views.Yes, I would like to order a one-year subscription to ERISA Views (4 quarterly issues), beginning with Issue #49 (Spring 2008)). This subscription is available only in electronic format ("pdf" file as e-mail attachment). (Cost: $150) $
eRISA Update.Yes, I would like to order a one-year subscription to eRISA Update (4 quarterly issues), beginning with Issue #22 (Spring 2008). This subscription is available only in electronic format.(Cost: $125 if ordering ERISA Views; $250 if not ordering ERISA Views) $
eRISA Update (past issues). Yes, I would like to order the past 4 issues of eRISA Update. (Cost: $150 if ordering eRISA Update, $250 if not ordering eRISA Update) $
Please send me the following past issues of ERISA Views: (Cost: $40 per issue)           * $40 = $
 
Rehired Employees (Spring 1996 - Issue #1) The new Definition of Highly Compensated Employee (Summer 1997 - Issue #6)
Defaults on Participant Loans (Summer 1996 - Issue #2) Pension Provisions in the Taxpayer Relief Act of 1997 (Fall 1997 - Issue #7)
The pension simplification provisions in the Small Business Job Protection Act of 1996 (Fall 1996 - Issue #3) Plan Operation Issues Pending Amendments For Recent Legislation (Winter 1997/1998 - Issue #8)
SIMPLE plans (Winter 1996/1997 - Issue #4) Resolving Qualification Failures Under EPCRS (Spring 1998 - Issue #9)
Special Distribution Rules For 401(k) Plans: Plan Termination and Sale of Business or Subsidiary (Spring 1997 - Issue #5) 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)   Special 12-month GUST amendment deadline for master/prototype pans (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 (Fall 2000 - Issue #19)
 Revisting Safe Harbor 401(k) Plans (Winter 1999/2000 - Issue #16)     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 (Summer 2001 - Issue #22)
  Qualified Plan Issues Regarding Employees Who Return to Workforce Following A Military Service Period (Fall 2001 - Issue #23)     Understanding Catch-up Contributions (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: DOL Issues Final Regulations on Default Investments in Defined Contributions Plans (Fall 2007 - Issue #47)     401(k) Testing Issues For 2007 Plan Years (Winter 2008 - Issue #48)
 
 
TOTAL ENCLOSED $

 

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Opdateret d. 25/4/08