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Posted

I am looking for a book that has sample forms, letters, amendments ect in it.

I knew of one many years back but can't find the name.  Does anyone know of a good one?

On a side note does anyone have a sample spinoff amendment they would be willing to share?

Posted
14 hours ago, Doghouse said:

The Relius program is the best available, with the ERISA forms as part.

RELIUS EDUCATION PENSION LIBRARY (INCLUDING ERISA FORMS)

Available online, the Pension Library offers the value of three publications in one: ERISA Research Guide - Outlines & Answers, ERISA Newsletter and ERISA Forms. 
Order now         Renew

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 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. The ERISA Forms can be purchased independently from the Pension Library.

Benefits

  • ERISA Research Guide: reviews major substantive ERISA/qualified plan topic laws; updated semiannually for legislative changes, court cases, and DOL/IRS guidance.
  • ERISA Forms: helps save valuable research time with more than 350 forms; supplemented semiannually.

 

SALES & SUPPORT
800-326-7235, select option 6

Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC
President
Qualified Plan Consultants, Inc.
46 Daggett Drive
West Springfield, MA 01089
413-736-2066
larrystarr@qpc-inc.com

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