ERISA Outline Book

ERISA Outline Book

The ERISA Outline Book by Sal L. Tripodi, APM, J.D., LL.M. (currently updated by Robert Richter, APM, J.D., LL.M.), is both a reference book and a study guide on qualified plans. It is available in print or online format, with flexible ordering options for multiple users.

The Print Edition of The ERISA Outline Book is a nine-volume book set presented in outline format and fully indexed.

The Online Edition of The ERISA Outline Book is a fully searchable and cross-referenced website with all the Print Edition's information. ASPPA's online platform allows users to easily 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 Edition subscription provides 12 months of full access to the website.

2022 Highlights

  • 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


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