Title 29

Volume 9 CHAPTER XXV SUBCHAP F

Subchapter F - Fiduciary Responsibility Under The Employee Retirement Income Security Act Of 1974

29:9.1.3.6.6PART 2550
PART 2550 - RULES AND REGULATIONS FOR FIDUCIARY RESPONSIBILITY
29:9.1.3.6.6.0.10.1SECTION 2550.401c-1
     2550.401c-1 Definition of “plan assets” - insurance company general accounts.
29:9.1.3.6.6.0.10.2SECTION 2550.403a-1
     2550.403a-1 Establishment of trust.
29:9.1.3.6.6.0.10.3SECTION 2550.403b-1
     2550.403b-1 Exemptions from trust requirement.
29:9.1.3.6.6.0.10.4SECTION 2550.404a-1
     2550.404a-1 Investment duties.
29:9.1.3.6.6.0.10.5SECTION 2550.404a-2
     2550.404a-2 Safe harbor for automatic rollovers to individual retirement plans.
29:9.1.3.6.6.0.10.6SECTION 2550.404a-3
     2550.404a-3 Safe harbor for distributions from terminated individual account plans.
29:9.1.3.6.6.0.10.7SECTION 2550.404a-4
     2550.404a-4 Selection of annuity providers - safe harbor for individual account plans.
29:9.1.3.6.6.0.10.8SECTION 2550.404a-5
     2550.404a-5 Fiduciary requirements for disclosure in participant-directed individual account plans.
29:9.1.3.6.6.0.10.9SECTION 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.
29:9.1.3.6.6.0.10.10SECTION 2550.404c-1
     2550.404c-1 ERISA section 404(c) plans.
29:9.1.3.6.6.0.10.11SECTION 2550.404c-5
     2550.404c-5 Fiduciary relief for investments in qualified default investment alternatives.
29:9.1.3.6.6.0.10.12SECTION 2550.407a-1
     2550.407a-1 General rule for the acquisition and holding of employer securities and employer real property.
29:9.1.3.6.6.0.10.13SECTION 2550.407a-2
     2550.407a-2 Limitation with respect to the acquisition of qualifying employer securities and qualifying employer real property.
29:9.1.3.6.6.0.10.14SECTION 2550.407d-5
     2550.407d-5 Definition of the term “qualifying employer security”.
29:9.1.3.6.6.0.10.15SECTION 2550.407d-6
     2550.407d-6 Definition of the term “employee stock ownership plan”.
29:9.1.3.6.6.0.10.16SECTION 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.
29:9.1.3.6.6.0.10.17SECTION 2550.408b-2
     2550.408b-2 General statutory exemption for services or office space.
29:9.1.3.6.6.0.10.18SECTION 2550.408b-3
     2550.408b-3 Loans to Employee Stock Ownership Plans.
29:9.1.3.6.6.0.10.19SECTION 2550.408b-4
     2550.408b-4 Statutory exemption for investments in deposits of banks or similar financial institutions.
29:9.1.3.6.6.0.10.20SECTION 2550.408b-6
     2550.408b-6 Statutory exemption for ancillary services by a bank or similar financial institution.
29:9.1.3.6.6.0.10.21SECTION 2550.408b-19
     2550.408b-19 Statutory exemption for cross-trading of securities.
29:9.1.3.6.6.0.10.22SECTION 2550.408c-2
     2550.408c-2 Compensation for services.
29:9.1.3.6.6.0.10.23SECTION 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.
29:9.1.3.6.6.0.10.24SECTION 2550.408g-1
     2550.408g-1 Investment advice - participants and beneficiaries.
29:9.1.3.6.6.0.10.25SECTION 2550.408g-2
     2550.408g-2 Investment advice - fiduciary election.
29:9.1.3.6.6.0.10.26SECTION 2550.412-1
     2550.412-1 Temporary bonding requirements.