Director, Office of Regulations and Interpretations

1210-AB53 201410 The Regulatory Plan and the Unified Agenda of Federal Regulatory and Deregulatory Actions 1210 Employee Benefits Security Administration EBSA 1200 Department of Labor DOL Guide or Similar Requirement for Section 408(b)(2) Disclosures

Paragraph (c) of 29 CFR 2550.408b-2 requires covered service providers to make certain disclosures to responsible plan fiduciaries in order for contracts or arrangements between the parties to be considered reasonable under section 408(b)(2) of the Employee Retirement Income Security Act (ERISA). This rulemaking would amend the disclosure provisions in paragraph (c) so that covered service providers may be required to furnish a guide or similar tool along with such disclosures. A guide or similar requirement may assist fiduciaries, especially fiduciaries to small and medium-sized plans, in identifying and understanding the potentially complex disclosure documents that are provided to them, or if disclosures are located in multiple documents.

]]> Other Significant Previously Published in The Unified Agenda Final Rule Stage No No 29 CFR 2550.408b-2(c) 29 USC 1108(b)(2) 29 USC 1135 No NPRM 03/12/2014 79 FR 13949 NPRM Comment Period End 06/10/2014 Final Rule 09/00/2015 Undetermined None No No No 1210-AB08 Split from Jeffrey Turner J. Director, Office of Regulations and Interpretations 1210 Employee Benefits Security Administration EBSA 202 693-8500 turner.jeffery@dol.gov N 5669, 200 Constitution Avenue NW, FP Building, Room N-5655, Washington DC 20210