EBSA Unified Agenda - [Final Rule]

Title: Annual Funding Notice for Defined Benefit Plans 

Abstract: This rulemaking implements the requirement of section 501 of the Pension Protection Act of 2006 (PPA), which amended section 101(f) of ERISA to require the administrator of a defined benefit pension plan to provide participants, beneficiaries, and other parties with an annual funding notice, and also implements the requirements of section 503(c) of the PPA that amended section 104(b)(3) of ERISA regarding summary annual reports for defined benefit plans. 

Agency: Department of Labor(DOL) 

Priority: Other Significant 

RIN Status: Previously published in the Unified Agenda

Agenda Stage of Rulemaking: Final Rule Stage 

Major: Undetermined 

Unfunded Mandates: Undetermined 

CFR Citation: 29 CFR 2520; 29 CFR 2520.104-46; 29 CFR 2520.104b-10 (To search for a specific CFR, visit the Code of Federal Regulations.) 

Legal Authority: 29 USC 1021(f); ERISA sec 101(f); PL 109-280, sec 501, Pension Protection Act of 2006; 29 USC 1021(b); ERISA sec 104(b)(3); PL 109-280, sec 503, Pension Protection Act of 2006; 29 USC 1135; ERISA sec 505 

Legal Deadline:

Action	Source	Description	Date
Final	Statutory		08/18/2007

Timetable:

Action	Date	FR Cite
Interim Final Rule	12/00/2008

Regulatory Flexibility Analysis Required: Undetermined 

Government Levels Affected: Undetermined 

Federalism: No 

Included in the Regulatory Plan: No 

RIN Data Printed in the FR: No 

Agency Contact:
Michael Baird
Pension Law Specialist
Department of Labor
Employee Benefits Security Administration
200 Constitution Avenue NW., FP Building , Room N5655,
Washington, DC 20210
Phone:202 693-8523
Fax:202 219-7291