91 FR 4348 — Improving Transparency Into Pharmacy Benefit Manager Fee Disclosure ERISAProposed Rules (FR)Proposed Jan 30, 2026
…ck to Citation
264.
National Alliance of Healthcare Purchaser Coalitions,
Pulse of the Purchasers: 2024 Survey Reports,
(2024),
https://www.nationalalliancehealth.org/wp-content/uploads/Pulse-of-the-Purchaser-Fall-2024.pdf.
Back to Citation
265.
U.S. House Committee on Oversight and Accountability,
The Role of Pha…
80 FR 5626 — Annual Funding Notice for Defined Benefit Plans ERISAFinal Rules (FR)Feb 2, 2015★ strong match
…ulations as a material effect event taking effect in 2018 (
i.e.,
the current plan year).
(h)
Model notices. (1) The appendices to this section contain a model notice for single-employer plans and a model notice for multiemployer plans. These models are intended to assist plan administrators in discharging their notice…
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, …
75 FR 70625 — Annual Funding Notice for Defined Benefit Plans ERISAProposed Rules (FR)Proposed Nov 18, 2010related by meaning
…n the Schedule H) to stating the asset allocation of a plan's investments as of the last day of the notice year provides sufficient information to participants regarding the plan's investments, or whether there is a more effective way of communicating this required information in the funding notice, and if so, how.
f. …
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. …
FAB 2025-02 — ERISA’s Annual Funding Notice Requirements Following SECURE 2.0 ERISADOL Field Assistance BulletinsApr 30, 2025★ strong match
…ndard.
Questions and Answers Q1: When must plan administrators first comply with the annual funding notice requirements, as modified by SECURE 2.0?
The new requirements apply to plan years beginning after December 31, 2023. Plan administrators generally must furnish funding notices no later than 120 days after the clos…
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…
90 FR 3667 — Prohibited Transaction Exemption (PTE) 2002-51 To Permit Certain Transactions Identified in the Voluntary Fiduciary Correction Program ERISAFinal Rules (FR)Jan 15, 2025related by meaning
notice must give participants and beneficiaries the opportunity to comment on the transactions and corrections to the applicable EBSA Regional Office. The Department proposed two key changes to the notice requirement for VFC Program applicants. First, the Department proposed that the notice could not be provided throug…
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
… the extended comment period 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 testif…
77 FR 41678 — Amendment Relating to Reasonable Contract or Arrangement Under Section 408(b)(2)-Fee Disclosure/Web Page ERISAFinal Rules (FR)Jul 16, 2012related by meaning
…ocedure will include immediate, electronic confirmation for responsible plan fiduciaries that their notice has been received. The online submission procedure also will benefit the Department by enabling its staff to more efficiently receive, process, and review class exemption notices under the 408(b)(2) regulation, wh…
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★ strong match
trict of Columbia challenging certain provisions of the 2024 Final Rule on multiple
grounds, including on the grounds that they are arbitrary and capr icious and contrary to law.
4
Additionally, Executive Order 14219, titled “Ensuring Lawful Governance and Implementing the
President’s ‘Department of Government Efficien…
87 FR 70753 — Prohibited Transaction Exemption (PTE) 2002-51 To Permit Certain Transactions Identified in the Voluntary Fiduciary Correction Program ERISAProposed Rules (FR)Proposed Nov 21, 2022related by meaning
…ng the notification is reasonably calculated to ensure that interested persons actually receive the notice. The Department has reviewed several notices to interested persons submitted to the applicable Regional Offices and found that some of them do not meet the applicable requirements of Section IV. To facilitate comp…
ERISAFinal Rules (FR)May 18, 2023related by meaning
…the reasons for it. The Department is publishing the change of the operational date without advance notice or an opportunity for comment because it falls under the “good cause” exemption of the Administrative Procedure Act, 5 U.S.C. 553(b)(3)(B). Undertaking notice and comment procedures to incorporate the corrections …
82 FR 57664 — 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)Dec 7, 2017related by meaning
ootnote also inadvertently includes the names of public commenters who do not support a contingent or tiered delay. This document corrects that error. In addition, there is text missing in the portion of the preamble that discusses the Congressional Review Act (CRA). The Department inadvertently omitted a discussion of…
89 FR 32122 — Retirement Security Rule: Definition of an Investment Advice Fiduciary ERISAFinal Rules (FR)Apr 25, 2024
…ear 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 PTE 83-1. However, the Department expects that enti…
91 FR 9213 — Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors ERISAProposed Rules (FR)Proposed Feb 25, 2026★ strong match
ntified:
• Review and prepare for the implementation of SECURE 2.0 and rule.
• Prepare initial notice under the 2002 safe harbor for new participants. • Prepare explanation of how to receive required paper benefit statements electronically under the 2020 safe harbor.
• Update notice/explanation to add contact informati…
76 FR 19285 — Request for Information Regarding Electronic Disclosure by Employee Benefit Plans ERISAProposed Rules (FR)Proposed Apr 7, 2011related by meaning
ated to ensure that the method for providing the section 204(h) notice results in actual receipt of the notice. In addition, the
( printed page 19287) plan administrator must provide the applicable individual with a clear and conspicuous statement that the individual has a right to receive a paper version of the sectio…
89 FR 65779 — Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption); Correction ERISAFinal Rules (FR)Aug 13, 2024
…ity of the Secretary of the Treasury to issue exemptions to the Secretary of Labor. Therefore, this notice of amendment to the QPAM Exemption is issued solely by the Department.
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[FR Doc. 2024-17586 Filed 8-12-24; 8:45 am]
BILLING CODE 4510-29-P
76 FR 31544 — Requirements for Fee Disclosure to Plan Fiduciaries and Participants-Applicability Dates ERISAProposed Rules (FR)Proposed Jun 1, 2011related by meaning
…rtment has not received any negative comments on this announcement. The amendments proposed in this notice, if finalized, would effectuate this announcement.
ERISADOL Technical ReleasesMay 8, 2013related by meaning
…ntribution may be excludable from income for Federal income tax purposes.
D. Timing and Delivery of Notice Employers are required to provide the notice to each new employee at the time of hiring beginning October 1, 2013. For 2014, the Department will consider a notice to be provided at the time of hiring if the notice…