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1. 89 FR 32122 — Retirement Security Rule: Definition of an Investment Advice Fiduciary
   ERISAFinal Rules (FR)Apr 25, 2024
   …088 small Financial Institutions × 2 hours) + [(4,663 large Financial Institutions) × 4 hours] ≉ 20,830 hours. A labor rate of $198.25 is used for a financial manager. The labor rate is applied in the following calculation: 20,830 burden hours × $198.25 ≉ $4,129,476 Note, the total values may not equal the sum of the p…
2. 75 FR 41600 — Reasonable Contract or Arrangement Under Section 408(b)(2)-Fee Disclosure
   ERISAFinal Rules (FR)Jul 16, 2010
   … cents per page. The Department estimates that the total cost burden of the rule in 2010 will be $8,830,000 (approximately $8,810.000 for service providers and $21,000 for plans), and $1,435,000 (approximately $1,424,000 for service providers and $10,000 for plans in subsequent years. The three-year average cost burden…
3. Court of Appeals for the Ninth Circuit — Liu v. Kaiser Permanente Employees Pension Plan for the Permanente Medical Group, Inc.
   ERISACourt RulingsAug 31, 2026
   …nge, under California law, “equity should regard the change as effected.” BankAmerica , 206 F.3d at 830 (quoting Pimentel v. Conselho Supremo De Uniao
4. Court of Appeals for the Seventh Circuit — Lynnette Kaiser v. Alcoa USA Corp.
   ERISACourt RulingsAug 14, 2026
   …3d at 384 (7th Cir. 2019) (citing Tackett, 574 U.S. at 435); see Barnett v. Ameren Corp. , 436 F.3d 830, 832–33 (7th Cir. 2006). Thus, to determine whether the retiree health benefit that
5. 29 C.F.R. § 2570.4 — Parties.
   ERISARegulationsJan 1, 2017related by meaning
   For prohibited transaction penalty proceedings, this section shall apply in lieu of § 18.10 of this title.
6. 29 C.F.R. § 2570.8 — Summary decision.
   ERISARegulationsJan 1, 2017related by meaning
   For prohibited transaction penalty proceedings, this section shall apply in lieu of § 18.41 of this title.
7. 29 C.F.R. § 2570.3 — Service: Copies of documents and pleadings.
   ERISARegulationsJan 1, 2017related by meaning
   For prohibited transaction penalty proceedings, this section shall apply in lieu of § 18.3 of this title.
8. Court of Appeals for the Tenth Circuit — Phillips v. Boilermaker-Blacksmith National Pension Trust
   ERISACourt RulingsSep 29, 2026
   …l. 4, at 829 – 30. In the second stage, a boilermaker may appeal the denial of benefits. See id. at 830– 32. When an appeal is submitted, t he plan administrator must issue a written decision. Id. at 831– 32. Both stages are governed by f ederal regulations that require “notification of any adverse benefit determinatio…
9. 29 C.F.R. § 2570.167 — Summary decision.
   ERISARegulationsJan 1, 2017related by meaning
   For 502(c)(8) civil penalty proceedings, this section shall apply in lieu of § 18.41 of this title.
10. 29 C.F.R. § 2570.163 — Parties, how designated.
    ERISARegulationsJan 1, 2017related by meaning
    For 502(c)(8) civil penalty proceedings, this section shall apply in lieu of § 18.10 of this title.
11. 81 FR 21181 — Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 86-128 for Securities Transactions Involving Employee Benefit Plans and Broker-De…
    ERISAFinal Rules (FR)Apr 8, 2016related by meaning
    of the Code and a health savings account described in section 223(d) of the Code. Back to Citation 19.  Code section 4975(c)(2). Back to Citation 20.  Angela A. Hung, Noreen Clancy, Jeff Dominitz, Eric Talley, Claude Berrebi, Farrukh Suvankulov, Investor and Industry Perspectives on Investment Advisers and Broker-Deal…
12. 29 C.F.R. § 2570.7 — Scope of discovery.
    ERISARegulationsJan 1, 2017related by meaning
    For prohibited transaction penalty proceedings, this section shall apply in lieu of § 18.14 of this title.
13. 29 C.F.R. § 2570.133 — Parties, how designated.
    ERISARegulationsJan 1, 2017related by meaning
    For 502(c)(7) civil penalty proceedings, this section shall apply in lieu of § 18.10 of this title.
14. 29 C.F.R. § 2570.63 — Parties, how designated.
    ERISARegulationsJan 1, 2017related by meaning
    For 502(c)(2) civil penalty proceedings, this section shall apply in lieu of § 18.10 of this title.
15. 80 FR 72006 — Savings Arrangements Established by States for Non-Governmental Employees
    ERISAProposed Rules (FR)Proposed Nov 18, 2015
    …rement Security (March 2014) ( www.nirsonline.org/​index.php?​option=​com_​content&​task=​view&​id=​830&​Itemid=​48). Back to Citation 3.   See, for example,
16. TR 2011-01 — Technical Release 2011-01
    ERISADOL Technical ReleasesMar 18, 2011
    …v/ofir ofir-ins-info@michigan.gov MissouriMissouri Department of Insurance 301 W. High Street, Room 830 Harry S. Truman State Office Building Jefferson City, MO 65101 (800) 726-7390 www.insurance.mo.gov consumeraffairs@insurance.mo.gov MississippiHealth Help Mississippi 800 North President Street Jackson, MS 39202 (877…
17. 29 C.F.R. § 2570.161 — Definitions.
    ERISARegulationsJan 1, 2017related by meaning
    For 502(c)(8) civil penalty proceedings, this section shall apply in lieu of the definitions in § 18.2 of this title:
18. 29 C.F.R. § 2570.117 — Summary decision.
    ERISARegulationsJan 1, 2017related by meaning
    For 502(c)(6) civil penalty proceedings, this section shall apply in lieu of § 18.41 of this title.
19. 80 FR 21928 — Definition of the Term “Fiduciary”; Conflict of Interest Rule-Retirement Investment Advice
    ERISAProposed Rules (FR)Proposed Apr 20, 2015
    …) Period covered Partial Gains to Investors Annualized, Monetized ($millions/year) $4,243 $5,170 $3,830 4,666 2015 2015
20. 29 C.F.R. § 2570.2 — Definitions.
    ERISARegulationsJan 1, 2017related by meaning
    For prohibited transaction penalty proceedings, this section shall apply in lieu of the definitions in § 18.2 of this title: