2018 ERISA Outline Book - Print

The ERISA Outline Book is a nine-volume reference book and study guide containing 8,500 pages of comprehensive information on qualified plans, presented in outline format and fully indexed.
The 2018 edition is packed with new information, including:
  • Pension-related provisions in the Tax Cut and Jobs ActI
  • IRS guidance on issues regarding certain compensation-based cash balance formulas
  • Latest Cumulative List for pre-approved plans
  • Latest Required Amendments List for individually-designed plans 2018 update of determination letter procedures & user fees
  • Informal IRS guidance on loan limits and installment payment defaults
  • Delay of certain PT exemption conditions re: fiduciary regulations
  • FAQs on transition period under fiduciary-related PT exemptions
  • Guidance on 408(b)(2) during transition period under Best Interest Contract Exemption
  • PBGC missing participant program for DC plans
  • IRS position on failure to make RMDs to missing participants
  • New prototype approval procedures Mortality assumption regulations and approval procedures
  • Automatic approval procedure for certain funding method change
  • New procedure for approval of changes in funding method
  • State-mandated IRA savings programs: Congressional nullification of regs
  • Remedial amendment period for 403(b) plans
  • The latest pension-related court cases from the Supreme Court and the Federal Courts
  • Disaster relief for 2017 hurricanes and wildfires
  • Updated dollar limits for 2018; latest 401(k) testing checklist
  • IRS guidelines on substantiation of hardship withdrawals 
The ERISA Outline Book by Sal L. Tripodi, APM, J.D., LL.M. is both a reference book and a study guide on qualified plans.
For immediate access to the updated EOB please view the online subscription.
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