Pension Library

Available online, the Pension Library offers the value of four publications in one: ERISA Research Guide - Outlines & Answers, ERISA Newsletter, ERISA Current Developments and ERISA Forms.

Features

  • ERISA Research Guide: provides illustrative examples, interpretative notes on statutory provisions, practical hints on application of rules, warnings on potential pitfalls of unanswered questions, available in outline form with accompanying FAQs
  • ERISA Newsletter: delivers ERISA topics of current interest, comprehensive explanations, illustrative examples, and technical citations
  • ERISA Current Developments: provides reporting on current issues impacting ERISA plans; includes administrative developments from IRS and other government agencies, cases, insights and FAQs
  • ERISA Forms: offers access to more than 350 forms, including practical plan distribution forms, checklists, and practitioner letters in Microsoft® Word and PDF formats. Forms in Word format may be modified with your information and printed. Includes two sections containing over 50 forms for 403(b) and 457(b) plans; new 2010 post-PPA terminating plan amendments for defined contribution plans and for 403(b) plans; and other forms updated for the latest IRS guidance.

Benefits

  • ERISA Research Guide: reviews major substantive ERISA/qualified plan topic laws; updated semiannually for legislative changes, court cases, and DOL/IRS guidance.
  • ERISA Newsletter: delivers current ERISA topics and legislative information, knowledge delivered in clear, concise laymen’s terms; updated bimonthly
  • ERISA Current Developments: reports current issues impacting ERISA plans, delivers new rulings, notices, and announcements from the IRS and other government agencies, decreases research time; updated monthly
  • ERISA Forms: can help save valuable research time with more than 350 forms; supplemented semiannually