EBSA Unified Agenda Entries

DOL Fall 2009 Semi-Annual Agenda - Issued December 7, 2009

• Lifetime Income Options for Participants and Beneficiaries in Retirement Plans [EBSA Prerule Stage -- 1210-AB33] • Fact Sheet
• Definition of "Fiduciary" - Investment Advice [EBSA Proposed Rule Stage -- 1210-AB32] • Fact Sheet
• Health Care Arrangements Established by State and Local Governments for Non-Governmental Employees [EBSA Proposed Rule Stage -- 1210-AB34] • Fact Sheet
• Genetic Information Nondiscrimination [EBSA Completed Actions --1210-AB27] • Fact Sheet
• Mental Health Parity and Addiction Equity Act (MHPAEA) [EBSA Final Rule Stage -- 1210-AB30] • Fact Sheet

• Regulatory Flexibility Act Review of Participant Contributions Regulation [EBSA 610 Review Prerule Stage -- 1210-AB11]
• Annual Funding Notice for Defined Benefit Plans [EBSA Proposed Rule Stage -- 1210-AB18] • Fact Sheet
• Periodic Pension Benefit Statements [EBSA Proposed Rule Stage -- 1210-AB20] • Fact Sheet
• Prohibited Transaction Exemption for Provision of Investment Advice to Participants in Individual Account Plans [EBSA Proposed Rule Stage -- 1210-AB35] • Fact Sheet
• Regulations Implementing the Health Care Access, Portability, and Renewability Provisions of the Health Insurance Portability and Accountability Act of 1996 [EBSA Final Rule Stage -- 1210-AA54] • Fact Sheet
• Amendment of Regulation Relating to Definition of Plan Assets--Participant Contributions [EBSA Final Rule Stage -- 1210-AB02] • Fact Sheet
• Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans [EBSA Final Rule Stage -- 1210-AB07] • Fact Sheet
• Service Provider Disclosure to Plan Fiduciaries [EBSA Final Rule Stage -- 1210-AB08] • Fact Sheet
• Time and Order of Issuance of Domestic Relations Orders [EBSA Final Rule Stage -- 1210-AB15] • Fact Sheet
• Multiemployer Plan Information Made Available on Request [EBSA Final Rule Stage -- 1210-AB21] • Fact Sheet
• Amendments to Civil Penalties Under ERISA Section 502(c)(8) [EBSA Final Rule Stage -- 1210-AB31] • Fact Sheet
• Adequate Consideration [EBSA Completed Actions -- 1210-AA15]
• Prohibited Transaction Exemption for Provision of Investment Advice to Participants in Individual Account Plans [EBSA Completed Actions -- 1210-AB13]
• Proposed Amendments to Rules Relating To Use of Electronic Communication by Employee Pension and Welfare Benefit Plans [EBSA Completed Actions -- 1210-AB25]

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