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Investment Advice-Participants and Beneficiaries

retirement-erisa · Employee Benefits Security Administration · Published 2009-01-21 · Effective 2009-03-23 · 74 FR 3822

Document

Document number
E9-710
Federal Register citation
74 FR 3822
CFR reference
29 CFR 2550
Type
Rule
Action
Final rule.
Category
retirement-erisa
Sub-agency
Employee Benefits Security Administration
Publication date
2009-01-21
Effective date
2009-03-23

Abstract

This document contains final rules under the Employee Retirement Income Security Act, and parallel provisions in the Internal Revenue Code of 1986, relating to the provision of investment advice by a fiduciary adviser to participants and beneficiaries in participant- directed individual account plans, such as 401(k) plans, and beneficiaries of individual retirement accounts (and certain similar plans). These rules affect sponsors, fiduciaries, participants and beneficiaries of participant-directed individual account plans, as well as providers of investment and investment advice-related services to such plans.

Source

Authoritative
Federal Register document
Machine
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