DOL Regulations - Amendment to Interpretive Bulletin 95-1 and Selection of Annuity Providers

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DOL Final Regulation - Amendment to Interpretive Bulletin 95-1 (Sep 12, 2007)

This interim final rule amends Interpretative Bulletin 95-1 to limit the application of the bulletin to the selection of annuity providers for benefit distributions from defined benefit plans. This amendment will affect plan sponsors and fiduciaries of individual account plans, and the participants and beneficiaries covered by such plans.

LINKS: [HTML] | [PDF] | [News Release]

DOL Proposed Regulation - Selection of Annuity Providers for Individual Account Plans (Sep 12, 2007)

This proposed rule provides guidance, in the form of a safe harbor, for the selection of annuity providers by fiduciaries for benefit distributions from individual account plans, such as 401(k) plans.

LINKS: [HTML] | [PDF] | [News Release]

Related Links

09/11/07	DoL Puts Out Annuity Provider Selection Guidance
09/12/07	Legal Alert: DOL Proposes Guidance on Annuities in Defined Contribution Plans
09/12/07	DOL Releases Defined Contribution Plans from “Safest Annuity Available” Standard
09/20/07	DOL Clarifies Fiduciary Standards for the Selection of Annuity Providers for Defined Benefit and Individual Account Plans
09/24/07	EBSA releases final, proposed regs to comply with PPA annuity provider selection provisions

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