The ERISA Outline Book, 2008 Edition—
only from ASPPA!

Stay current with this yearly updated resource!

The ERISA Outline Book, 2008 Edition is now available.

> Order online through the ASPPA Bookstore
> Download an order form [PDF: 21KB]
> Technical Support for Single-User CD

Sal L. Tripodi, APM, J.D., LL.M., is the author of The ERISA Outline Book, 2008 Edition.

• Automatic enrollment guidance, including rules for qualified automatic contribution arrangements (QACAs) and eligible automatic contribution arrangements
• Final IRC §415 regulations
• Final regulations for 403(b) plans
• Final regulations on qualified default investment alternatives (QDIAs)
• Latest guidance on Roth 401(k) issues
• Revised procedures for determination letter submissions and approvals of Pre-Approved Plans
• Interim and discretionary amendment guidance, including guidelines for adopting PPA 2006 amendments
• New rules under IRC §417(e) for determining interest rates and mortality tables for lump sum payments from defined benefit plans
• Latest guidance for new funding rules under PPA 2006
• Guidance on benefit restrictions under new IRC §436
• Revisions to Form 5500 series
• Final regulations under IRC §409A for nonqualified plans and the latest transitional guidance
• Information on hundreds of new cases, rulings, and informal guidance from courts, Treasury, IRS, DOL and PBGC, affecting qualified plans and other employer-sponsored retirement programs

The ERISA Outline Book, 2008 Edition is available in print and/or CD formats:

The ERISA Outline Book, 2008 Edition – The print set includes five volumes and an index.

The ERISA Outline Book, 2008 Edition Single-User CD – The single-user CD contains all five volumes of the print edition and the index. The CD is fully searchable and includes printing capability. The CD must be loaded into the CD-ROM drive for the user to access the information. Please indicate whether you are a Macintosh, Windows 2000, XP or Vista user when placing your order. Internet Explorer 6 or later is required for the Windows XP/2000 version of the single-user CD.

The ERISA Outline Book, 2008 Edition and Single-User CD Set – This package contains a full print set in addition to a single-user CD. Please indicate whether you are a Macintosh, Windows 2000, XP or Vista user when placing your order. Internet Explorer 6 or later is required for the Windows XP/2000 version of the single-user CD.

Please note: The CD's purchased for the Windows Vista platform have incorrect wording on the CD's home page. The CD's home page will state that this CD is for Windows 2000 and XP; however this CD is the correct CD for the Windows Vista operating platform.

The ERISA Outline Book, 2008 Edition Network License CD – The network license CD contains all five volumes and index of the print edition. The license allows up to 20 concurrent users to access the information. The network license CD is designed for large offices with many users and for companies with employees in multiple locations. The CD can be installed and accessed through a company intranet or server.

A new edition of The ERISA Outline Book is published every year. Current developments adding to the currently released version of The ERISA Outline Book are posted at the TRI Pension Services Web site, organized by chapter and by date released.