EBSA Proposed Rules
2015
- 06-18-2015 - Proposed Rules - Hearing on Definition of the Term “Fiduciary”; Conflict of Interest Rule-Retirement Investment Advice and Related Proposed Prohibited Transaction Exemptions
- 04-20-2015 - Proposed Rules - Proposed Amendments to Class Exemptions 75-1, 77-4, 80-83 and 83-1
- 04-20-2015 - Proposed Rules - 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
- 04-20-2015 - Proposed Rules - 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 Rules - 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 Rules - Proposed Class Exemption for Principal Transactions in Certain Debt Securities between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs
- 04-20-2015 - Proposed Rules - Proposed Best Interest Contract Exemption
- 04-20-2015 - Proposed Rules - Definition of the Term “Fiduciary”; Conflict of Interest Rule-Retirement Investment Advice
- 03-19-2015 - Proposed Rules - Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans-Timing of Annual Disclosure
2014
- 12-30-2014 - Proposed Rules - Summary of Benefits and Coverage and Uniform Glossary
- 12-23-2014 - Proposed Rules - Amendments to Excepted Benefits
- 09-30-2014 - Proposed Rules - Electronic Filing of Notices for Apprenticeship and Training Plans and Statements for Pension Plans for Certain Select Employees
- 08-27-2014 - Proposed Rules - Coverage of Certain Preventive Services Under the Affordable Care Act
- 08-21-2014 - Proposed Rules - Request for Information Regarding Standards for Brokerage Windows in Participant-Directed Individual Account Plans
- 06-03-2014 - Proposed Rules - Target Date Disclosure
- 05-07-2014 - Proposed Rules - Health Care Continuation Coverage
- 03-12-2014 - Proposed Rules - Amendment Relating to Reasonable Contract or Arrangement Under Section 408(b)(2)-Fee Disclosure
- 02-24-2014 - Proposed Rules - Ninety-Day Waiting Period Limitation