89 FR 32260 — Amendment to Prohibited Transaction Exemption 2020-02 ERISAFinal Rules (FR)Apr 25, 2024related by meaning
within a foreign country that is included on the Department of Commerce's list of “foreign adversaries” that is codified in 15 CFR 7.4 as amended); or (2) Found or determined in a final judgment or court-approved settlement in a Federal or State criminal or civil court proceeding brought by the Department, the Departme…
88 FR 75979 — Proposed Amendment to Prohibited Transaction Exemption 2020-02 ERISAProposed Rules (FR)Proposed Nov 3, 2023related by meaning
y crime, however denominated by the laws of the relevant foreign or state government, that is substantially equivalent to an offense described in (A). For purposes of this section (a)(1), a person shall be deemed to have been convicted of a crime as of the “conviction date,” which is the date of the judgment of the tri…
91 FR 4348 — Improving Transparency Into Pharmacy Benefit Manager Fee Disclosure ERISAProposed Rules (FR)Proposed Jan 30, 2026
…itation
10.
Centers for Medicare & Medicaid Services,
National Health Expenditure Projections 2024-2033, https://www.cms.gov/files/document/nhe-projections-forecast-summary.pdf.
“From 2025-27, average growth is projected to slow to 5.6 percent due to decreasing Marketplace enrollment and slower anti-obesity medicat…
89 FR 32302 — Amendment to Prohibited Transaction Exemption 84-24 ERISAFinal Rules (FR)Apr 25, 2024related by meaning
within a foreign country that is included on the Department of Commerce's list of “foreign adversaries” that is codified in 15 CFR 7.4 as amended); or (2) Found or determined in a final judgment or court-approved settlement in a Federal or State criminal or civil court proceeding brought by the Department, the Departme…
89 FR 5624 — Automatic Portability Transaction Regulations ERISAProposed Rules (FR)Proposed Jan 29, 2024
… dollar
Discount rate
(%)
Period covered
Annualized Monetized ($ Millions/Year)
$191.12
2023
7
2024-2033
234.19
2023
3
2024-2033
Costs:
Annualized Monetized ($ Millions/Year)
$1.21
2023
7
2024-2033
1.42
2023
3
2024-2033
Transfers:
Non-Quantified:
• Requiring automatic portability providers to offer the same terms t…
88 FR 75890 — Retirement Security Rule: Definition of an Investment Advice Fiduciary ERISAProposed Rules (FR)Proposed Nov 3, 2023
…ation
Costs
Estimate
Year dollar
Discount rate
Period covered
Annualized
$221.1
2023
7 percent
2024-2033
Monetized ($million/Year)
220.4
2023
3 percent
2024-2033
Quantified Costs:
87 FR 14722 — Procedures Governing the Filing and Processing of Prohibited Transaction Exemption Applications ERISAProposed Rules (FR)Proposed Mar 15, 2022related by meaning
cy or attempt to commit any such crimes or a crime of which any of the foregoing crimes is an element; or any crime described in ERISA section 411; or (B) Convicted by a foreign court of competent jurisdiction or released from imprisonment, whichever is later, as a result of any crime, however denominated by the laws o…
85 FR 31884 — Default Electronic Disclosure by Employee Pension Benefit Plans Under ERISA ERISAFinal Rules (FR)May 27, 2020
…sequently, the plan furnished the same participant the next pension benefit statement on January 1, 2033 (“2033 PBS”), via posting it on the website on the same date. The 2030 PBS must remain on the website until January 1, 2033, when it is superseded by the 2033 PBS. In this example, the 2030 PBS was superseded by a s…
89 FR 23090 — Amendment to Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) ERISAFinal Rules (FR)Apr 3, 2024
…Discount rate (%)
Period covered
Annualized Monetized ($Million/year)
$1.56
1.44
2023
2023
7
3
2024-2033
2024-2033
Quantified Costs:
• Quantified costs include rule familiarization, the QPAM's adoption of additional protections after an ineligibility trigger occurs, satisfying the exemption's recordkeeping requirement…
89 FR 32122 — Retirement Security Rule: Definition of an Investment Advice Fiduciary ERISAFinal Rules (FR)Apr 25, 2024
… rate
(percent)
Period covered
Annualized Monetized ($million/Year)
$359.9
356.0
2024
2024
7
3
2024-2033
2024-2033
Quantified Costs:
The Department expects that entities will not incur additional costs from the amendments to PTE 77-4, PTE 80-83, and PTE 83-1. However, the Department expects that entities will incur cos…
ERISARegulationsJan 1, 2017related by meaning
[Reserved]
ERISARegulationsJan 1, 2017related by meaning
[Reserved]
ERISACode / StatuteJan 6, 2025
…10% Any year in the period starting in 2020 and ending in 2030 95% 105% 2031 90% 110% 2032 85% 115% 2033 80% 120% 2034 75% 125% After 2034 70% 130%.
(h)(2)(D) (D) Corporate bond yield curve For purposes of this paragraph—
(h)(2)(D)(i) (i) In general The term "corporate bond yield curve" means, with respect to any month…
ERISACode / StatuteJan 6, 2025
… this title as in effect at the time of the sale).
(b)(13) (13) Any transfer made before January 1, 2033, of excess pension assets from a defined benefit plan to a retiree health account in a qualified transfer permitted under section 420 of title 26 (as in effect on December 29, 2022).
ERISARegulationsJan 1, 2017related by meaning
[Reserved]
ERISARegulationsJan 1, 2017related by meaning
For prohibited transaction penalty proceedings, this section shall apply in lieu of § 18.3 of this title.
ERISARegulationsJan 1, 2017related by meaning
[Reserved]
91 FR 9213 — Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors ERISAProposed Rules (FR)Proposed Feb 25, 2026
… a result, DB Beneficiaries will not be included in calculations discussing “beneficiaries”. See 29 USC 1025 for more information.
3
Bureau of Labor Statistics, Job Opening and Labor Turnover. Table A, Total Private. February 2025. Most recent release can be found here:
https://www.bls.gov/news.release/pdf/jolts.pd…
ERISARegulationsJan 1, 2017related by meaning
For prohibited transaction penalty proceedings, this section shall apply in lieu of § 18.14 of this title.
ERISARegulationsJan 1, 2017related by meaning
[Reserved]