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Regulations last checked for updates: Oct 17, 2024
Title 29 - Labor last revised: Oct 09, 2024
All Titles
Title 29
Chapter XXV
Part 2550 - PART 2550—RULES AND REGULATIONS FOR FIDUCIARY RESPONSIBILITY
§ 2550.401c-1 - Definition of “plan assets”—insurance company general accounts.
§ 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.
§ 2550.412-1 - Temporary bonding requirements.
Appendix Appendix A - Appendix A to Part 2550—Model Notice for Section 404a-3
authority:
29 U.S.C. 1135
,
sec
. 102, Reorganization Plan No. 4 of 1978,
5 U.S.C. App.
at 727 (2012) and Secretary of Labor's Order No. 1-2011, 77 FR 1088 (Jan. 9, 2012). Section 2550.401c-1 also issued under
29 U.S.C. 1101.
Sections 2550.404a-2 and 2550.404a-3 also issued under sec. 657, Pub. L. 107-16, 115 Stat. 38. Sections 2550.404a-5, 2550.404c-1 and 2550.404c-5 also issued under
29 U.S.C. 1104.
Sec. 2550.408b-1 also issued under
29 U.S.C. 1108
(b)(1). Sec. 2550.408b-19 also issued under sec. 611, Pub. L. 109-280, 120 Stat. 780, 972. Sec. 2550.412-1 also issued under
29 U.S.C. 1112.
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