Order Form for ERISA Views

TRI Pension Services
Order Form for ERISA Views and eRISA Update (Valid through October 15, 2010)

ERISA Views. To order a one-year subscription to ERISA Views (4 quarterly issues) and/or any past issues, please complete 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 complete the order form below and fill out the applicable information. New subscribers to eRISA Update may also order the past 4 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 only 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.

Payment by credit card available. Subscriptions for ERISA Views or eRISA Update may be paid by credit card. We accept Discover, Master Card and VISA. To order by credit card, please complete the order form below, print it and then: (1) fax it (303-470-0058), (2) scan it and send it by e-mail (or, in lieu of scanning, include all of the information below in the body of an email) to tripensionservices@gmail.com, or (3) mail your order to:
    TRI Pension Services
    Attn: Technical Assistance Registration
    PMB 120
    9457 S. University Blvd.
    Highlands Ranch, CO 80126

Using fax or U.S. mail to send order/payment by check.If you are faxing or mailing the order, or if you are paying by check, please send an email to tripensionservices@gmail.com to let us know that a fax or mailing of the order form with a credit card authorization, or that a mailed order with a check, is on its way.

Part I of Order Form: Payment Method and Credit Card Authorization (if applicable)

Note: If you show a "Check" as the method of payment, skip the rest of this Part I and proceed to Part II. If you show a credit card as the method of payment, you must complete ALL fields in this Part I.

Method of payment
Name on Card:

Card Number:

Security code (on back of card, 3 or 4 digits):

Expiration date of card:

Billing Address - Street:

Billing Address - Street(cont.):

Billing Address - City:

Billing Address - State: Billing Address - Zip Code:

Contact Telephone: Name of Your Company:

E-mail address:

Part II of Order Form - Subscription Options

Subscriber's Name (if different from name shown in Part I):

Firm/Organization (if different from Company shown in Part I):

Mailing Address (Line 1) (if different from billing address shown in Part I):*

Mailing Address (Line 2) (if necessary)

City:

State: Zip Code:

Contact Telephone (if different from contact telphone shown in Part I):

Email address for delivery of newsletter(s) (required)

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 #58 (Summer 2010). 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 #31 (Summer 2010). 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: $50 per issue) * $50 = $

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)

Do You Feel That Breeze? The Window Is Now Open For Restating Pre-Approved Defined Contribution Plans (Spring 2008 - Issue #49) Rollin' Rollin' Rollin' - - A Status Check on the Rules Governing Rollovers of Retirement Plan Distributions (Summer 2008 - Issue #50)

EPCRS Update - Examining Some New Correction Methods; Revisiting Others (Fall 2008 - Issue #51) Last-minute legislation - technical corrections and economic relief dominate the agenda at the end of 2008 (Winter 2009 - Issue #52)

"I'm At A Loss" - Plan Issues Arising In A Down Economy (Spring 2009 - Issue #53) Death Benefits Under Qualified Plans - Playing By The Rules and Avoiding Penalties (Summer 2009 - Issue #54)

Important Dates Approaching May Be Closer Than They Appear (Fall 2009 - Issue #55) Post-Severance Compensation - How It Affects Plan Qualification and Plan Administration (Winter 2010 - Issue #56)

10 Distribution Issues - A Compliance Review (Spring 2010 - Issue #57)

TOTAL DUE (TO PAID BY METHOD SHOWN IN PART I) $

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Opdateret d. 27/7/10

Method of payment
Name on Card:
Card Number:
Security code (on back of card, 3 or 4 digits):
Expiration date of card:
Billing Address - Street:
Billing Address - Street(cont.):
Billing Address - City:

Billing Address - State:		Billing Address - Zip Code:
Contact Telephone:		Name of Your Company:

Subscriber's Name (if different from name shown in Part I):
Firm/Organization (if different from Company shown in Part I):
Mailing Address (Line 1) (if different from billing address shown in Part I):*
Mailing Address (Line 2) (if necessary)
City:

State:		Zip Code:
Contact Telephone (if different from contact telphone shown in Part I):