Information Letters

Requests for interpretations and other rulings under Title 1 of ERISA are handled by the Office of Regulations and Interpretations under the provisions established by ERISA Procedure 76-1. The office answers inquiries from individuals and organizations in the form of information letters, which call attention to well established principles or interpretations.

2014
Date
Recipient
Description of Request

J. Mark Iwry
Senior Advisor to the Secretary and Deputy Assistant Secretary
for Retirement and Health Policy
U.S. Department of the Treasury
1500 Pennsylvania Avenue, NW
Washington, DC 20220

Guidance on whether retirement savings accounts established under the U.S. Department of the Treasury's retirement security program (also known as myRA) would be covered under Title I of ERISA.

J. Mark Iwry
Senior Advisor to the Secretary and Deputy Assistant Secretary
for Retirement and Health Policy
Department of the Treasury
500 Pennsylvania Avenue, NW, Room 3044
Washington, DC 20220

Guidance under 29 CFR 2550.404c-5 and _2550.404a-4 with respect to a series of target date funds that seek to provide lifetime income through the use of unallocated deferred annuity contracts.

2012
Date
Recipient
Description of Request

Susan M. Camillo, Esq.
Dechert LLP
200 Clarendon Street
27th Floor
Boston, MA 02116-5021

Guidance as to the definition of "related" in PTE 84-14, the QPAM class exemption.