← DOL Federal Register rules

Interpretive Bulletin 99-1; Payroll Deduction Programs for Individual Retirement Accounts

retirement-erisa · Employee Benefits Security Administration · Published 1999-06-18 · Effective 1975-01-01 · 64 FR 33000

Document

Document number
99-15410
Federal Register citation
64 FR 33000
CFR reference
29 CFR 2509
Type
Rule
Action
Interpretive bulletin.
Category
retirement-erisa
Sub-agency
Employee Benefits Security Administration
Publication date
1999-06-18
Effective date
1975-01-01

Abstract

In 1975, the Department of Labor (the Department) issued a regulation describing circumstances under which the use of an employer payroll deduction program for forwarding employee monies to an individual retirement account (IRA) will not constitute an employee pension benefit plan subject to Title I of the Employee Retirement Income Security Act of 1974, as amended (ERISA). Since the issuance of that regulation, the Department has issued several advisory opinions answering common questions arising under the regulation. This interpretive bulletin codifies the views of the Department provided in those advisory opinions and, by restating those views in one, more readily available document, is intended to assist employers in their efforts to provide retirement savings opportunities to employees by means of payroll deduction programs that do not fall within the reach of Title I of ERISA.

Source

Authoritative
Federal Register document
Machine
JSON-LD · Markdown