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DOL/EBSA RIN: 1210-AB68 Publication ID: Spring 2015 
Title: Fiduciary Requirements for Disclosure in Participant-Directed Individual Accounts Plans--Timing of Annual Disclosure  
Abstract:

This rulemaking would amend 29 CFR section 2550.404a-5 by making a technical adjustment to the timing requirement for annual disclosure.  The amendment would provide plan administrators with flexibility as to when they must furnish annual disclosures to participants and beneficiaries.

 
Agency: Department of Labor(DOL)  Priority: Other Significant 
RIN Status: Previously published in the Unified Agenda Agenda Stage of Rulemaking: Proposed Rule Stage 
Major: No  Unfunded Mandates: No 
CFR Citation: 29 CFR 2550.404a-5   
Legal Authority: 29 U.S.C. 1104(a)    29 U.S.C. 1135    ERISA sec 505   
Legal Deadline:  None
Timetable:
Action Date FR Cite
NPRM  03/19/2015  80 FR 14334   
NPRM Comment Period End  04/20/2015 
Direct Final Rule  03/19/2015  80 FR 14301   
Direct Final Rule Effective  06/17/2015 
Regulatory Flexibility Analysis Required: No  Government Levels Affected: None 
Federalism: No 
Included in the Regulatory Plan: No 
RIN Data Printed in the FR: No 
Agency Contact:
Jeffrey J. Turner
Director, Office of Regulations and Interpretations
Department of Labor
Employee Benefits Security Administration
N 5669, 200 Constitution Avenue NW, FP Building, Room N-5655,
Washington, DC 20210
Phone:202 693-8500
Email: turner.jeffery@dol.gov