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ERISA Outline Book

The ERISA Outline Book (EOB) is the trusted single-source reference on qualified plans, presented in outline format and fully indexed. With ASPPA's EOB, the answers to everyday questions and the most difficult client issues are at your fingertips. If you're looking for a thorough reference source, this is the one to have!

The EOB online is a fully searchable and cross-referenced website. ASPPA's online platform allows users to navigate the information, perform quick and advanced searches, take notes and bookmark content, copy, paste, and print easily, and even send content links to subscriber colleagues. Each online subscription provides 12 months of full access. EOB Online includes the same content you'll find in the EOB print edition, but is also updated throughout the year. In addition, EOB online now includes over 40,000 links to source material (e.g., legislation as well as DOL and IRS guidance).

The EOB print edition is a nine-volume book set presented in outline format and fully indexed. Key updates in the 2022 edition, published no later than April, include:

  • The New EPCRS procedure
  • The American Rescue Plan Act and Infrastructure and Jobs Act
  • Annual updates including COLAs
  • Cycle 2 403(b) restatement procedures
  • DOL guidance on the use of ESG factors when making investment decisions
  • Significant ERISA related court decisions from 2021

 

Click here to access your EOB Subscription online

 
Buy/Renew Price
2022 Print Edition $875
Single-User Online Subscription $840
5-User Annual License $2,010
10-User Annual License $3,800
50-User Annual License $7,600
Unlimited-User Annual License

Please contact Tiffany Hanks, 703.304.1550 Ext. 130


Download the ASPPA EOB order form

 

ERISA Outline Book Online License Agreement Terms

Single-User subscription terms: Each online edition single-user subscriber is issued a unique login for one person only. Single-user licenses are not valid for more than one person. Sharing a single-user license with anyone other than the main user is a breach of these Agreement Terms.

Multiple-User subscription terms: All ERISA Outline Book Online subscriptions are valid for 365 days from purchase date. The 5-, 10-, and 50-user licenses are assigned to specific individuals at your company. Multiple user licenses are not valid for more than one person. Sharing a multiple user license with anyone other than the assigned user is a breach of the Agreement Terms.

After completing your purchase, you will be contacted to provide this list of users as well as an administrator contact at your company. The administrator contact is responsible for providing the initial list of users. They will also have access to the ERISA Outline Book online system and are responsible for the revocation of access for any current users. If the administrator contact also needs access to the ERISA Outline Book content, they should be included on the list of users to be assigned one of the available licenses.

Revoked licenses will remain inactive/unassigned for the remainder of the 365-day subscription. Requests to transfer blocked licenses will be handled on a per-request basis and are subject to a $150 processing fee. The administrator contact will ensure all named users have ASPPA accounts. New users should create their account by visiting asppa-net.org.