DESCRIPTION

The ERISA Outline Book, by Sal L. Tripodi, APM, J.D., LL.M., is now available. Ensure you have the most relevant resource available on qualified plans — order your EOB today!

Purchasers of the Print/Online package receive a hardcopy of the six-volume book set with index, and secure access for a single user to a fully searchable and cross-referenced Web site containing the same information in the print edition.

The print component of the package will ship shortly after purchase date and date of arrival will depend on shipping option selected. Customers should allow approximately two to three weeks for shipping unless the Rush option is selected.

For the online component of the package, you will be issued a unique log-in by e-mail 3-5 business days after purchase, which will include a username and password to access the ERISA Outline Book Online Web site. This login allows access for one user at a time. Companies and other customers interested in concurrent log-ins for multiple users should consider purchasing one of the online multiple license configurations (3-user, 5-user, 10-user, 15-user, 25-user or unlimited).

Purchasers of the 2010 Online Edition will receive access to the Web site for one year (365 days) from the date the account was activated.

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