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EmailEBSA Proposed Rules
2018
2017
- 10-12-2017 - Proposed Rule - Claims Procedure for Plans Providing Disability Benefits; Extension of Applicability Date
- 08-31-2017 - Proposed Rule - Extension of Transition Period and Delay of Applicability Dates; Best Interest Contract Exemption (PTE 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (PTE 2016-02); Prohibited Transaction Exemption 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters (PTE 84-24)
- 07-06-2017 - Proposed Rule - Request for Information Regarding the Fiduciary Rule and Prohibited Transaction Exemptions
- 03-02-2017 - Proposed Rule - Definition of the Term “Fiduciary”; Conflict of Interest Rule-Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs (Prohibited Transaction Exemption 2016-02); Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, 84-24 and 86-128
- 01-19-2017 - Proposed Rule - Proposed Best Interest Contract Exemption for Insurance Intermediaries
2016
- 08-30-2016 - Proposed Rule - Savings Arrangements Established by State Political Subdivisions for Non-Governmental Employees
- 07-22-2016 - Proposed Rule - Coverage for Contraceptive Services
- 07-21-2016 - Proposed Rule - Annual Reporting and Disclosure
- 07-21-2016 - Proposed Rule - Proposed Revision of Annual Information Return/Reports
- 06-10-2016 - Proposed Rule - Expatriate Health Plans, Expatriate Health Plan Issuers, and Qualified Expatriates; Excepted Benefits; Lifetime and Annual Limits; and Short-Term, Limited-Duration Insurance
2015
- 11-18-2015 - Proposed Rule - Savings Arrangements Established by States for Non-Governmental Employees
- 11-18-2015 - Proposed Rule - Claims Procedure for Plans Providing Disability Benefits
- 06-18-2015 - Proposed Rule - Hearing on Definition of the Term “Fiduciary”; Conflict of Interest Rule-Retirement Investment Advice and Related Proposed Prohibited Transaction Exemptions
- 04-20-2015 - Proposed Rule - Definition of the Term “Fiduciary”; Conflict of Interest Rule-Retirement Investment Advice
- 04-20-2015 - Proposed Rule - Proposed Best Interest Contract Exemption
- 04-20-2015 - Proposed Rule - Proposed Class Exemption for Principal Transactions in Certain Debt Securities between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs
- 04-20-2015 - Proposed Rule - Proposed Amendment to Prohibited Transaction Exemption (PTE) 75-1, Part V, Exemptions From Prohibitions Respecting Certain Classes of Transactions Involving Employee Benefit Plans and Certain Broker-Dealers, Reporting Dealers and Banks
- 04-20-2015 - Proposed Rule - Proposed Amendment to and Proposed Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies and Investment Company Principal Underwriters
- 04-20-2015 - Proposed Rule - Proposed Amendment to and Proposed Partial Revocation of Prohibited Transaction Exemption (PTE) 86-128 for Securities Transactions Involving Employee Benefit Plans and Broker-Dealers; Proposed Amendment to and Proposed Partial Revocation of PTE 75-1, Exemptions From Prohibitions Respecting Certain Classes of Transactions Involving Employee Benefits Plans and Certain Broker-Dealers, Reporting Dealers and Banks
