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…
75 FR 70625 — Annual Funding Notice for Defined Benefit Plans ERISAProposed Rules (FR)Proposed Nov 18, 2010related by meaning
…d (3) of the proposed regulation provide limited exceptions to the requirement to furnish a funding notice. Under the exception in paragraph (a)(2)(i) of the proposal, the plan administrator of an insolvent multiemployer plan that is in compliance with the insolvency notice requirements of sections 4245(e) or 4281(d)(3…
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, …
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…
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…
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 …
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
, correct footnote 66 to read “
See, e.g.,
Comment Letter #121 (HSBC North America Holdings Inc.); Comment Letter #124 (Morgan, Lewis & Bockius LLP).” 2. On page 56559, second column, add the following language to the end of Congressional Review Act discussion: “Although the CRA generally requires that major rules beco…
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…
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 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…
76 FR 18649 — Technical Revisions to Actuarial Information on Form 5500 Annual Return/Report for Pension Plans Electing Funding Alternatives Under Pension Relief Act of 2010 ERISAFinal Rules (FR)Apr 5, 2011related by meaning
…ges to Schedule MB and Schedule SB for the 2011 plan year. II. Good Cause for Exemption From Public Notice and Comment and Immediate Effective Date
To issue a final rule without public notice and comment, an agency must find good cause that notice and comment are impracticable, unnecessary, or contrary to the public in…
ERISADOL Technical ReleasesJul 25, 2023related by meaning
governmental plan at 45 CFR 144.103.
78 FR 68240 (Nov. 13, 2013).
26 CFR 54.9812-1(c)(2)(ii); 29 CFR 2590.712(c)(2)(ii); and 45 CFR 146.136(c)(2)(ii). 26 CFR 54.9812-1(c)(2); 29 CFR 2590.712(c)(2); and 45 CFR 146.136(c)(2).
26 CFR 54.9812-1(c)(4); 29 CFR 2590.712(c)(4); and 45 CFR 146.136(c)(4).
Pub. L. 116-260, 134 St…
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.
Back to Citation
[FR Doc. 2024-17586 Filed 8-12-24; 8:45 am]
BILLING CODE 4510-29-P
91 FR 9213 — Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors ERISAProposed Rules (FR)Proposed Feb 25, 2026
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…
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…
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…