91 FR 4348 — Improving Transparency Into Pharmacy Benefit Manager Fee Disclosure ERISAProposed Rules (FR)Proposed Jan 30, 2026
p health plans negotiating contracts annually × $181.06 hourly wage of legal professional × 1 hour = $69,441,580.
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261.
Remy Samuels, PLANSPONSOR Roadmap: A PBM Process,
(April 21, 2025)
https://www.plansponsor.com/plansponsor-roadmap-a-pbm-process/.
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262.
See discussion of the exclu…
91 FR 46602 — Electronic Disclosure by Group Health Plans Under ERISA ERISAProposed Rules (FR)Proposed Jul 23, 2026
…ormation on SECURE 2.0 Section 319, Effectiveness of Reporting and Disclosure Requirements
(May 22, 2024),
https://www.regulations.gov/comment/EBSA-2024-0001-0024.
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69.
SPARK Institute,
Request for Information on SECURE 2.0 Section 319, Effectiveness of Reporting and Disclosure Requirements
(May 21, …
90 FR 28007 — Selection of Annuity Providers-Safe Harbor for Individual Account Plans ERISAFinal Rules (FR)Jul 1, 2025related by meaning
…655, U.S. Department of Labor, 200 Constitution Avenue NW, Washington, DC 20210, Attn: Selection of Annuity Providers—Safe Harbor for Individual Account Plans Direct Final Rule RIN 1210-AC33.
Instructions:
81 FR 21147 — Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Co… ERISAFinal Rules (FR)Apr 8, 2016related by meaning
…minimum value from the insurance company, it can take several years for an investment in an indexed annuity to `break even.’ ”
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33. One commenter suggested the Department create a streamlined exemption for a class of fixed annuity that pays a contractually guaranteed rate of interest, has a surrender c…
91 FR 16088 — Fiduciary Duties in Selecting Designated Investment Alternatives ERISAProposed Rules (FR)Proposed Mar 31, 2026
…nt resources have been expended in defense.
See, e.g., Mattson
v.
Milliman, Inc.,
No. C22-0037 TSZ, 2024 WL 3024875 (W.D. Wash. June 17, 2024) (disposing of a frivolous case, but only after a bench trial);
Falberg
v.
Goldman Sachs Grp., Inc.,
No. 19 Civ. 9910 (ER), 2022 WL 4280634 (S.D.N.Y. Sept. 14, 2022),
aff'd,
No. …
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★ strong match
…eriod for the Proposed Amendment.
In the September 7, 2022,
Federal Register notice, the Department announced that it would hold a virtual public hearing on its own motion on November 17, 2022 (and if necessary, on November 18, 2022), to provide an opportunity for all interested parties to testify on material informati…
91 FR 13503 — Retirement Security Rule: Definition of an Investment Advice Fiduciary: Notice of Court Vacatur ERISAFinal Rules (FR)Mar 20, 2026
…tment advice to a plan or its participants or beneficiaries for a fee or other compensation.[1] The 2024 Fiduciary Rule also applied to the definition of a “fiduciary” of a plan (including an individual retirement account (IRA)) under section 4975(e)(3)(B) of the Internal Revenue Code of 1986 (Code). The 2024 Fiduciary…
89 FR 32260 — Amendment to Prohibited Transaction Exemption 2020-02 ERISAFinal Rules (FR)Apr 25, 2024related by meaning
ded effective April 8, 2024 (29 CFR part 2570, subpart B (89 FR 4662 (January 24, 2024)).
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[FR Doc. 2024-08066 Filed 4-24-24; 8:45 am] BILLING CODE 4510-29-P
88 FR 76004 — Proposed Amendment to Prohibited Transaction Exemption 84-24 ERISAProposed Rules (FR)Proposed Nov 3, 2023related by meaning
…ain fiduciaries of plans and IRAs.
DATES:
Public Comments.
Comments are due on or before January 2, 2024.
Public Hearing. The Department anticipates holding a public hearing approximately 45 days following the date of publication in the
Federal Register
. Specific information regarding the date, location, and submissio…
82 FR 47409 — Claims Procedure for Plans Providing Disability Benefits; Extension of Applicability Date ERISAProposed Rules (FR)Proposed Oct 12, 2017related by meaning
le in order to solicit additional public input and examine regulatory alternatives. If this proposal is finalized, the amendments made on December 19, ( printed page 47410)
2016, would become applicable to claims for disability benefits that are filed after April 1, 2018, rather than January 1, 2018.
DATES:
Comments on…
88 FR 17466 — Reopening Comment Period for the Proposed Amendment to Prohibited Transaction Class Exemption 84-14 (the QPAM Exemption) ERISAProposed Rules (FR)Proposed Mar 23, 2023related by meaning
se on April 6, 2023.
ADDRESSES:
Please submit all written comments to the Office of Exemption Determinations through the Federal eRulemaking Portal at www.regulations.gov
at Docket ID number: EBSA-2022-0008.
FOR FURTHER INFORMATION CONTACT:
Erin Scott Hesse, Office of Exemption Determinations, Employee Benefits Securit…
89 FR 32302 — Amendment to Prohibited Transaction Exemption 84-24 ERISAFinal Rules (FR)Apr 25, 2024★ strong match
…ents they have confronted in complying with the current conditions of PTE 2020-02 when distributing annuities through independent agents (Independent Producers), the Department is granting this amendment to PTE 84-24 as provided herein (the “Final Amendment”) on its own motion pursuant to its authority under ERISA sect…
FAB 2026-03 — Guiding Principles for EBSA's Enforcement of the Mental Health Parity and Addiction Equity Act's Nonquantitative Treatment Limitation Requirements ERISADOL Field Assistance BulletinsJan 15, 2026
…d
practical framework
for
compl
iance
with
MHPAEA’s NQTL requirements
.
B
ACKGROUND On September 9, 2024, the Departments of Labor, Health and Human Services (HHS), and the
Treasury (the Departments) issued
the 2024 Final Rule
.
The 2024 Final Rule amended
previous
1
US Department of Labor’s Employee Benefits Security …
90 FR 38908 — Selection of Annuity Providers-Safe Harbor for Individual Account Plans; Withdrawal ERISAFinal Rules (FR)Aug 12, 2025related by meaning
Document Headings
Document headings vary by document type but may contain
the following:
the agency or agencies that issued and signed a document
the number of the CFR title and the number of each part
the document amends, proposes to amend, or is directly
related to
the agency docket number / agency internal file numb…
89 FR 32122 — Retirement Security Rule: Definition of an Investment Advice Fiduciary ERISAFinal Rules (FR)Apr 25, 2024
…nt Investors' trust in advisers.
Costs:
Estimate
Year dollar
Discount rate
(percent)
Period covered
Annualized Monetized ($million/Year)
$359.9
356.0
2024
2024
7
3
2024-2033
2024-2033
Quantified Costs:
The Department expects that entities will not incur additional costs from the amendments to PTE 77-4, PTE 80-83, and P…
ERISACourt RulingsAug 17, 2026
…s Court of Appeals
For the Eleventh Circuit
____________________
No. 25 -10692
____________________
ANN JOHNSON,
as the representative of a class of similarly
situated persons, and on behalf of Royal
Caribbean Cruises Ltd Retirement Savings Plan,
Plainti - Appellant,
versus
RUSSELL INVESTMENT MANAGEMENT, LLC,
RUSSELL I…
89 FR 5624 — Automatic Portability Transaction Regulations ERISAProposed Rules (FR)Proposed Jan 29, 2024★ strong match
…avings for plans but reduced benefits for separating participants.
• Increased ease of retirement planning due to account consolidation.
Estimate
(primary)
Year dollar
Discount rate
(%)
Period covered
Annualized Monetized ($ Millions/Year)
$191.12
2023
7
2024-2033
234.19
2023
3
2024-2033
Costs:
Annualized Monetized…
82 FR 56545 — 18-Month Extension of Transition Period and Delay of Applicability Dates; Best Interest Contract Exemption (PTE 2016-01); Class Exemption for Principal Transac… ERISAFinal Rules (FR)Nov 29, 2017related by meaning
…d “July 1, 2019” inserted in its place.
Signed at Washington, DC, this 24th day of November 2017.
Jeanne Klinefelter Wilson,
Acting Assistant Secretary, Employee Benefits Security Administration, Department of Labor.
Footnotes
1.
89 FR 4662 — Procedures Governing the Filing and Processing of Prohibited Transaction Exemption Applications ERISAFinal Rules (FR)Jan 24, 2024related by meaning
t period that began on the hearing date would close on October 28, 2022.[7]
Eight organizations submitted comments during the reopened comment period. After careful consideration of the comments and testimony, the Department is finalizing the Proposed Rule (the Final Amendment). The Final Amendment makes a number of ch…
91 FR 9213 — Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors ERISAProposed Rules (FR)Proposed Feb 25, 2026
… plan specific information.
Estimate
(primary)
Year
dollar
Discount rate
(percent)
Period
covered
Annualized Monetized ($ Millions/Year)
$49.40
47.38
2024
2024
7
3
2025-2034
2025-2034
Transfers:
Quantified:
• Transfer the costs associated with paper delivery of duplicate pension benefit statements from participants t…