Part 2550—Rules and Regulations for Fiduciary Responsibility

1. CFR
2. ›
3. Title 29
4. ›
5. Subtitle B
6. ›
7. Chapter XXV
8. ›
9. Part 2550

Contents

• 2550.401c-1
  § 2550.401c-1 Definition of “plan assets”—insurance company general accounts.
• 2550.403a-1
  § 2550.403a-1 Establishment of trust.
• 2550.403b-1
  § 2550.403b-1 Exemptions from trust requirement.
• 2550.404a-1
  § 2550.404a-1 Investment duties.
• 2550.404a-2
  § 2550.404a-2 Safe harbor for automatic rollovers to individual retirement plans.
• 2550.404a-3
  § 2550.404a-3 Safe harbor for distributions from terminated individual account plans.
• 2550.404a-4
  § 2550.404a-4 Selection of annuity providers—safe harbor for individual account plans.
• 2550.404a-5
  § 2550.404a-5 Fiduciary requirements for disclosure in participant-directed individual account plans.
• 2550.404b-1
  § 2550.404b-1 Maintenance of the indicia of ownership of plan assets outside the jurisdiction of the district courts of the United States.
• 2550.404c-1
  § 2550.404c-1 ERISA section 404(c) plans.
• 2550.404c-5
  § 2550.404c-5 Fiduciary relief for investments in qualified default investment alternatives.
• 2550.407a-1
  § 2550.407a-1 General rule for the acquisition and holding of employer securities and employer real property.
• 2550.407a-2
  § 2550.407a-2 Limitation with respect to the acquisition of qualifying employer securities and qualifying employer real property.
• 2550.407d-5
  § 2550.407d-5 Definition of the term “qualifying employer security”.
• 2550.407d-6
  § 2550.407d-6 Definition of the term “employee stock ownership plan”.
• 2550.408b-1
  § 2550.408b-1 General statutory exemption for loans to plan participants and beneficiaries who are parties in interest with respect to the plan.
• 2550.408b-2
  § 2550.408b-2 General statutory exemption for services or office space.
• 2550.408b-3
  § 2550.408b-3 Loans to Employee Stock Ownership Plans.
• 2550.408b-4
  § 2550.408b-4 Statutory exemption for investments in deposits of banks or similar financial institutions.
• 2550.408b-6
  § 2550.408b-6 Statutory exemption for ancillary services by a bank or similar financial institution.
• 2550.408b-19
  § 2550.408b-19 Statutory exemption for cross-trading of securities.
• 2550.408c-2
  § 2550.408c-2 Compensation for services.
• 2550.408e
  § 2550.408e Statutory exemption for acquisition or sale of qualifying employer securities and for acquisition, sale, or lease of qualifying employer real property.
• 2550.408g-1
  § 2550.408g-1 Investment advice—participants and beneficiaries.
• 2550.408g-2
  § 2550.408g-2 Investment advice—fiduciary election.
• 2550.412-1
  § 2550.412-1 Temporary bonding requirements.
• Appendix A to Part 2550
  Appendix A to Part 2550—Model Notice for Section 404a-3