 |
Code of Federal Regulations (Last Updated: November 8, 2024) |
 |
Title 29 - Labor |
|
|
Subtitle B - Regulations Relating to Labor |
|
|
Chapter XXV - Employee Benefits Security Administration, Department of Labor |
|
|
SubChapter F - Fiduciary Responsibility Under the Employee Retirement Income Security Act of 1974 |
|
|
Part 2550 - Rules and Regulations for Fiduciary Responsibility |
| Appendix A to Part 2550 - —Model Notice for Section 404a-3 |
| § 2550.401c-1 - Definition of “plan assets” - insurance company general accounts. |
| § 2550.412-1 - Temporary bonding requirements. |
| § 2550.403a-1 - Establishment of trust. |
| § 2550.403b-1 - Exemptions from trust requirement. |
| § 2550.404a-1 - Investment duties. |
| § 2550.404a-2 - Safe harbor for automatic rollovers to individual retirement plans. |
| § 2550.404a-3 - Safe harbor for distributions from terminated individual account plans. |
| § 2550.404a-4 - Selection of annuity providers - safe harbor for individual account plans. |
| § 2550.404a-5 - Fiduciary requirements for disclosure in participant-directed individual account plans. |
| § 2550.404b-1 - Maintenance of the indicia of ownership of plan assets outside the jurisdiction of the district courts of the United States. |
| § 2550.404c-1 - ERISA section 404(c) plans. |
| § 2550.404c-5 - Fiduciary relief for investments in qualified default investment alternatives. |
| § 2550.407a-1 - General rule for the acquisition and holding of employer securities and employer real property. |
| § 2550.407a-2 - Limitation with respect to the acquisition of qualifying employer securities and qualifying employer real property. |
| § 2550.407d-5 - Definition of the term “qualifying employer security”. |
| § 2550.407d-6 - Definition of the term “employee stock ownership plan”. |
| § 2550.408b-1 - General statutory exemption for loans to plan participants and beneficiaries who are parties in interest with respect to the plan. |
| § 2550.408b-2 - General statutory exemption for services or office space. |
| § 2550.408b-3 - Loans to Employee Stock Ownership Plans. |
| § 2550.408b-4 - Statutory exemption for investments in deposits of banks or similar financial institutions. |
| § 2550.408b-6 - Statutory exemption for ancillary services by a bank or similar financial institution. |
| § 2550.408b-19 - Statutory exemption for cross-trading of securities. |
| § 2550.408c-2 - Compensation for services. |
| § 2550.408e - Statutory exemption for acquisition or sale of qualifying employer securities and for acquisition, sale, or lease of qualifying employer real property. |
| § 2550.408g-1 - Investment advice - participants and beneficiaries. |
| § 2550.408g-2 - Investment advice - fiduciary election. |