DOL Field Assistance Bulletins – 2007 Index

DOL Field Assistance Bulletins – 2007 Index

DOL FAB 2007-03 Periodic Pension Benefit Statements for Non-Participant Directed Individual Account Plans
This guidance supersedes the guidance provided in FAB 2006-03 as it relates to the dates for furnishing pension benefit statements to participants and beneficiaries of individual account plans that do not permit participants and beneficiaries to direct the investment of assets in their individual accounts.
LINKS: [HTML] [PDF] [News Release]

• EBSA Revises Guidance on Timing of Certain Benefit Statements
• Compensation and Benefits Report: DOL Revises Timing of Participant Benefit Statements
• DOL Guidance on Benefit Statement Good Faith Compliance
• DOL Extends Deadline for Trustee-Directed Plans to Provide Benefit Statements
• EBSA extends time for non-participant directed individual account plans to provide benefit statements
• Extension of Date for Certain Individual Account Plans to Provide Individual Benefit Statements

DOL FAB 2007-02 ERISA Coverage Of IRC § 403(b) Tax-Sheltered Annuity Programs (Jul 24, 2007)
Guidance related to 403(b) tax-sheltered annuity programs and the Department of Labor's safe harbor regulation.
LINKS: [HTML] [PDF] [News Release]

DOL FAB 2007-01 Statutory Exemption For Investment Advice (Feb 2, 2007)
Guidance relating to the investment advice provisions of the Pension Protection Act of 2006.
LINKS: [HTML] [PDF] [News Release]

DOL FAB 2006-03 Periodic Pension Benefit Statements - PPA (Dec 20, 2006)
Interim guidance relating to individual benefit statements and notices of freedom to divest employer securities pursuant to the Pension Protection Act of 2006.
LINKS: [HTML] [PDF] [News Release]