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ERISA Rules.pdf

2011-26261.pdf
Preview of ERISA Rules
🔗 Source: gpo.gov
📊 Size: 289 KB
📄 Pages: 32 pages
⬇️ Downloads: 70

Summary

The Department of Labor's Employee Benefits Security Administration issued a final rule under the Employee Retirement Income Security Act and the Internal Revenue Code, relating to the provision of investment advice to participants and beneficiaries in individual account plans, such as 401(k) plans, and beneficiaries of individual retirement accounts. The rule, effective December 27, 2011, permits a broader array of investment advice providers to offer services, while protecting participants' and beneficiaries' interests. It establishes two types of eligible investment advice arrangements: one based on fee-leveling and the other on computer models, both with additional requirements.

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Description

The Department of Labor's Employee Benefits Security Administration issued a final rule under the Employee Retirement Income Security Act and the Internal...

Technical Information

  • File Format: PDF
  • File Size: 289 KB
  • Pages: 32
  • Language: EN
  • Total Downloads: 70
  • Last Updated: 1 week ago

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This PDF document about ERISA Rules provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into ERISA Rules.

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