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Default Investment Alternatives Under Participant-Directed Individual Account Plans Regulation
Proposed Rule – This proposed regulation would implement recent amendments to ERISA under which a participant of a plan will be deemed to have exercised control over assets in his account if, in the absence of investment directions from the participant, the plan invests in a qualified default investment alternative.
Charge to Peer Reviewers – This charge provides instructions to the selected peer reviewers as required by OMB Final Information Quality Bulletin for Peer Review, 70 FR 2664 (Jan 14, 2005).
EBSA's Response to Peer Review Reports – Response to peer reviews of highly influential scientific assessment that underlies EBSAs Regulatory Impact Analysis of its Notice of Proposed Rulemaking.
Biographies of Peer Reviewers David I. Laibson, Harvard University, Department of Economics Nellie Liang, Division of Research & Statistics, Board of Governors of the Federal Reserve System John Philip Rust, University of Maryland, Department of Economics
Form 5500 Revision Regulation
Proposed Rule – Annual Reporting and Disclosure – The Proposed Rule would conform the Department's annual reporting regulations to the proposed changes to the Form 5500 Annual Return/Report.
Notice of Proposed Forms Revisions – The Notice of Proposed Forms Revisions describes proposed changes to the Form 5500 Annual Return/Report for reporting years beginning on or after January 1, 2008, including a new Short Form 5500 (5500-SF) for eligible plans.
Technical Appendix providing supporting documentation for the Regulatory Impact Analysis included in the Proposed Rule – Annual Reporting and Disclosure.
Instructions provided by EBSA to the peer reviewer pursuant to the OMB Final Information Quality Bulletin for Peer Review.
Peer Review Report – Completed pursuant to the OMB Final Information Quality Bulletin for Peer Review and cited in the Regulatory Impact Analysis included in the Proposed Rule – Annual Reporting and Disclosure.
