29 CFR Part 2550
Rules and Regulations for Fiduciary Responsibility
July 28, 2023
§
2550.401c-1
Definition of “plan assets”—insurance company general accounts
§
2550.403a-1
Establishment of trust
§
2550.403b-1
Exemptions from trust requirement
§
2550.404a-1
Investment duties
§
2550.404a-2
Safe harbor for automatic rollovers to individual retirement plans
§
2550.404a-3
Safe harbor for distributions from terminated individual account plans
§
2550.404a-4
Selection of annuity providers—safe harbor for individual account plans
§
2550.404a-5
Fiduciary requirements for disclosure in participant-directed individual account plans
§
2550.404b-1
Maintenance of the indicia of ownership of plan assets outside the jurisdiction of the district courts of the United States
§
2550.404c-1
ERISA section 404(c) plans
§
2550.404c-5
Fiduciary relief for investments in qualified default investment alternatives
§
2550.407a-1
General rule for the acquisition and holding of employer securities and employer real property
§
2550.407a-2
Limitation with respect to the acquisition of qualifying employer securities and qualifying employer real property
§
2550.407d-5
Definition of the term “qualifying employer security”
§
2550.407d-6
Definition of the term “employee stock ownership plan”
§
2550.408b-1
General statutory exemption for loans to plan participants and beneficiaries who are parties in interest with respect to the plan
§
2550.408b-2
General statutory exemption for services or office space
§
2550.408b-3
Loans to Employee Stock Ownership Plans
§
2550.408b-4
Statutory exemption for investments in deposits of banks or similar financial institutions
§
2550.408b-6
Statutory exemption for ancillary services by a bank or similar financial institution
§
2550.408b-19
Statutory exemption for cross-trading of securities
§
2550.408c-2
Compensation for services
§
2550.408e
Statutory exemption for acquisition or sale of qualifying employer securities and for acquisition, sale, or lease of qualifying employer real property
§
2550.408g-1
Investment advice—participants and beneficiaries
§
2550.408g-2
Investment advice—fiduciary election
§
2550.412-1
Temporary bonding requirements
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