DESCRIPTION

The ERISA Outline Book, by Sal L. Tripodi, APM, J.D., LL.M., is now available. Ensure you have the most relevant resource in your hands as soon as possible — order your EOB today!

The ERISA Outline Book is both a reference book and a study guide on qualified plans, presented in outline format and fully indexed. The ERISA Outline Book is the recommended study resource for IRS Enrolled Retirement Plan Agent (ERPA) Program. For more information, visit http://www.erpaexam.org/.

Highlights from the 2010 edition include:

• IRS guidance on the waiver of 2009 required minimum distribution
• Automatic enrollment guidance from the IRS and Treasury
• Guidance on discontinuing safe harbor nonelective contributions
• Final regulations on PPA minimum funding rules
• Final regulations on benefit restrictions under IRC sec 436
• New model notice under IRC section 402(f)
• Conversion rule changes for non-Roth funds rolled into Roth IRAs
• EFAST2 electronic filing system and DOL guidance
• Reporting guidance for 403(b) plans
• Guidance on deferrals from paid time off plans
• Court cases on scrivener's errors
• Over 100 new rulings, guidance and regulations affecting retirement plans

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The ERISA Outline Book