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Technical Guidance from The Department of Labor

EBSA Field Assistance Bulletins

2010

Field Assistance Bulletin 2010-01
Subject: Annual Reporting and ERISA Coverage for 403(b) Plans Issue:

2009

Field Assistance Bulletin 2009-03
Subject: Delivery of a Summary Prospectus in an ERISA Section 404(c) plan

Field Assistance Bulletin 2009-02
Subject: Form 5500 Reporting by IRC § 403(b) Plans Covered by Title I of ERISA.

Field Assistance Bulletin 2009-01
Subject: Defined Benefit Plan Annual Funding Notice - Pension Protection Act of 2006

2008

Field Assistance Bulletin 2008-04
Subject: Guidance Regarding ERISA Fidelity Bonding Requirements

Field Assistance Bulletin 2008-03
Subject: Guidance Regarding Qualified Default Investment Alternatives (29 CFR § 2550.404c-5)

Field Assistance Bulletin 2008-02
Subject: Wellness Program Analysis

Field Assistance Bulletin 2008-01
Subject: Fiduciary Responsibility for Collection of Delinquent Contributions

2007

Field Assistance Bulletin 2007-04
Subject: Supplemental health insurance coverage as excepted benefits under HIPAA and related legislation.

Field Assistance Bulletin 2007-03
Subject: Periodic Pension Benefit Statements For Non-Participant Directed Individual Account Plans

Field Assistance Bulletin 2007-02
Subject: ERISA Coverage Of IRC § 403(b) Tax-Sheltered Annuity Programs

Field Assistance Bulletin 2007-01
Subject: Statutory Exemption For Investment Advice

2006

Field Assistance Bulletin 2006-03
Subject: Periodic Pension Benefit Statements - Pension Protection Act of 2006

Field Assistance Bulletin 2006-02
Subject: Health Savings Accounts - ERISA Q&As

Field Assistance Bulletin 2006-01
Subject: The distribution to plans of settlement proceeds relating to late trading and market-timing

2004

Field Assistance Bulletin 2004-03
Subject: Fiduciary Responsibilities of Directed Trustees

Field Assistance Bulletin 2004-02
Subject: Fiduciary Duties and Missing Participants in Terminated Defined Contribution Plans

Field Assistance Bulletin 2004-01
Subject: Health Savings Accounts

2003

Field Assistance Bulletin 2003-03
Subject: Allocation of Expenses in a Defined Contribution Plan.

Field Assistance Bulletin 2003-02
Subject: Application of Participant Contribution Requirements to Multiemployer Defined Contribution Pension Plans.

Field Assistance Bulletin 2003-01
Subject: Participant Loans to Corporate Directors and Officers

2002

Field Assistance Bulletin 2002-03
Subject: Disclosure and other Obligations Relating to “Float”

Field Assistance Bulletin 2002-02
Subject: Plan Amendments Made by Multiemployer Plan Trustees

Field Assistance Bulletin 2002-01
Subject: ESOP Refinancing Transactions