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DOL/EBSA | RIN: 1210-AB97 | Publication ID: Spring 2021 |
Title: Implement SECURE Act and Related Revisions to Employee Benefit Plan Annual Reporting on the Form 5500 | |
Abstract:
This regulatory action would implement SECURE Act provisions that required changes to the Form 5500 Annual Return/Report of Employee Benefit Plan and related regulations under ERISA. |
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Agency: Department of Labor(DOL) | Priority: Other Significant |
RIN Status: Previously published in the Unified Agenda | Agenda Stage of Rulemaking: Proposed Rule Stage |
Major: Undetermined | Unfunded Mandates: Undetermined |
CFR Citation: 29 CFR 2520 | |
Legal Authority: 29 U.S.C. 1021, 1023-24, 1026-27, 1029-30 29 U.S.C. 1135 |
Legal Deadline:
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Overall Description of Deadline: The principal focus of this project is under the section 202 of the SECURE Act, which requires implementation of a consolidated annual report for certain groups of similar plans by no later than January 1, 2022, that should apply to Form 5500 annual return/reports for plan years beginning after December 31, 2021. The other parts of this project do not have a legal deadline. |
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Timetable:
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Regulatory Flexibility Analysis Required: Undetermined | Government Levels Affected: None |
Federalism: No | |
Included in the Regulatory Plan: No | |
RIN Data Printed in the FR: No | |
Agency Contact: Jeffrey J. Turner Deputy Director, Office of Regulations and Interpretations Department of Labor Employee Benefits Security Administration Room N5669, 200 Constitution Avenue NW, FP Building, Room N-5655, Washington, DC 20210 Phone:202 693-8500 |