For Workers and Families
Association Retirement Plans
Association Health Plans
Form 5500 Improvement and Modernization Proposal
- Extension for Public Comments Federal Register Notice
- Extension for Public Comments News Release
- Proposed Revision of Annual Information Return/Reports
- Proposed Rules - Annual Reporting and Disclosure
- Technical Appendix
- Fact Sheet
- News Release
- Public Comments
Claims Procedure
- Claims Procedure for Plans Providing Disability Benefits
- Internal Claims and Appeals and External Appeals under the ACA
- Claims Procedure Final Rule
- Group Health and Disability Plans Benefit Claims Procedure Regulation
Multiple Employer Welfare Arrangements
- The Form M-1 Online Filing System
- Form M-1 Annual Report
- MEWA regulations/guidance under the ACA
- Multiple Employer Welfare Arrangements Under ERISA (MEWA)
- How to Protect Your Employees when Purchasing Health Insurance
Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans
Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans–Timing of Annual Disclosure
Electronic Filing of Notices for Apprenticeship and Training Plans and Top Hat Plan Statements
Lifetime Income
- Information Letter
- IRS Notice 2014-66
- Advance Notice of Proposed Rulemaking
- Calculator
- Joint Income Lifetime Hearing Notice
- Hearing Transcript:September 14, 2010 | September 15, 2010
- Written testimony
- Request For Information
- Request For Information Comments
- Lifetime Income Literature Review: Designing Better Pension Benefits Statements
- Proposed Information Collection Request - Survey Regarding Pension Benefit Statements
- Proposed Information Collection Request Comments
Health and Disability Benefit Plans
- Filing A Claim For Your Disability Benefits | en español
- Filing A Claim For Your Health Benefits | en español
- Workers' Rights to Health Plan Information Fact Sheet
Retirement Plans
- FAQs About Social Security Administration (SSA) Potential Private Benefit Information Notice
- What You Should Know About Your Retirement Plan
- Retirement and Health Care Coverage...Questions and Answers for Dislocated Workers
- How to Tell Whether Your Adviser is Working in Your Best Interest: A Fiduciary Guide for Individual Consumers
- Ten Common Causes of Errors in Pension Calculation and Consumer tips for Safeguarding Your Pension
- Employer Bankruptcy: How Will it Affect Your Employee Benefits?
- Cash Balance Pension Plans
- QDROs: Qualified Domestic Relations Orders
- Abandoned Plan Search
- Critical, Endangered and WRERA Status Notices
- Pension Plan Actuarial Information Search
- Target Date Retirement Funds Investor Bulletin
- Ten Warnings Signs That Your 401(k) Contributions Are Being Misused
- Understanding Your Retirement Plan Fees
- Maximize Your Retirement Savings - Tips on Using the Fee and Investment Information from Your Retirement Plan
- A Look At 401(k) Plan Fees
- New Employee Savings Tips - Time Is On Your Side
- Investing And Diversification
- Retirement Toolkit
- Savings Fitness: A Guide to Your Money and Your Financial Future
- Taking The Mystery Out Of Retirement Planning
- Top 10 Ways To Prepare For Retirement
- Women and Retirement Savings
For Employers and Advisers
Association Retirement Plans
Association Health Plans
Form 5500 Improvement and Modernization Proposal
- Extension for Public Comments Federal Register Notice
- Extension for Public Comments News Release
- Proposed Revision of Annual Information Return/Reports
- Proposed Rules - Annual Reporting and Disclosure
- Technical Appendix
- Fact Sheet
- News Release
- Public Comments
Claims Procedure
- Claims Procedure for Plans Providing Disability Benefits
- Internal Claims and Appeals and External Appeals under the ACA
- Claims Procedure Final Rule
- Group Health and Disability Plans Benefit Claims Procedure Regulation
Multiple Employer Welfare Arrangements
- The Form M-1 Online Filing System
- Form M-1 Annual Report
- MEWA regulations/guidance under the ACA
- Multiple Employer Welfare Arrangements Under ERISA (MEWA)
- How to Protect Your Employees when Purchasing Health Insurance
Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans
Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans - Timing of Annual Disclosure
Service Provider Disclosures Under Section 408(b)(2)
- Final Rule
- Fact Sheet
- Changes to Final Fee Disclosure Rule
- Sample Guide
- Fee Disclosure Failure Notice
- Public Comments
Electronic Filing of Notices for Apprenticeship and Training Plans and Top Hat Plan Statements
Lifetime Income
- Information Letter
- IRS Notice 2014-66
- Advance Notice of Proposed Rulemaking
- Calculator
- Joint Income Lifetime Hearing Notice
- Hearing Transcript: September 14, 2010 | September 15, 2010
- Written testimony
- Request For Information
- Request For Information Comments
- Lifetime Income Literature Review: Designing Better Pension Benefits Statements
- Proposed Information Collection Request - Survey Regarding Pension Benefit Statements
- Proposed Information Collection Request Comments
Revisions to Annual Return/Report – Multiple-Employer Plans
2009 Form 5500 Revision
- Final Rule – Annual Reporting and Disclosure
- Notice of Adoption of Forms Revisions
- Technical Appendix
Final Rule On Electronic Filing
Health and Disability Benefit Plans
- An Employer's Guide to Health and Disability Benefit Claims
- Compliance Assistance - Group Health and Disability Plans Benefit Claims Procedure Regulation
- How to Obtain Employee Benefit Documents from the Department of Labor
- In Brief: Can the Retiree Health Benefits Provided by Your Employer Be Cut?
- MEWAs: A Guide to Federal and State Regulation
- Protect Your Employee Benefit Plan with an ERISA Fidelity Bond
- Qualified Medical Child Support Orders
- Reporting And Disclosure Guide For Employee Benefit Plans
- Troubleshooter's Guide to Filing the ERISA Annual Report
- Understanding Your Fiduciary Responsibilities Under A Group Health Plan
Retirement Plans
- Meeting Your Fiduciary Responsibilities | en español
- Understanding Retirement Plan Fees And Expenses
- 401(k) Plan Fee Disclosure Tool - A form developed by banking, insurance and mutual fund trade groups to provide employers with a way to collect and compare investment fees and administrative costs of competing providers of plan services. This form was not developed by the Department and was not designed to ensure compliance with the Department's regulations on service provider fee disclosure to plans or plan fee disclosure to 401(k) plan participants and beneficiaries.
- Selecting An Auditor For Your Employee Benefit Plan
- Selecting And Monitoring Pension Consultants - Tips For Plan Fiduciaries
- Tips For Selecting And Monitoring Service Providers For Your Employee Benefit Plan
- Target Date Retirement Funds - Tips for ERISA Plan Fiduciaries
- Reporting and Disclosure Guide for Employee Benefit Plans
- Protect Your Employee Benefit Plan with an ERISA Fidelity Bond
- Retirement Plans and ERISA FAQs
- Exemption Procedures under Federal Pension Law
- EXPRO Exemptions Under Prohibited Transaction Exemption 96-62
- Individual Exemptions Under Title I of ERISA
- Class Exemptions Under Title I of ERISA
- Voluntary Correction Programs
- Civil Monetary Penalty Procedures Cross-Reference Changes
- 2009 Form 5500 Schedule C FAQs
- Supplemental FAQs About The 2009 Schedule C
- Information letter on whether, in the context of a collectively bargained multiemployer plan, plan expenses paid by a contributing employer and not reimbursed by the plan are required to be reported on the Schedule C (Service Provider Information) of the Form 5500 Annual Return/Report of Employee Benefit Plan (Form 5500).
- FAQs on the Small Pension Plan Audit Waiver Regulation
- PBGC guidance on Reporting PBGC Premium Payments Made from Plan Assets on Schedule H
- PBGC Guidance on Schedule R Instructions to Line 14 (Form 5500)
- Reporting and Coverage for 403(b) Plans
- Reporting Delinquent Participant Contributions on the Form 5500 FAQs
- EFAST2 Form 5500 and Form 5500-SF Filing Tips
- EFAST2 Automated 5500 Forms Processing
- Form 5500 Version Selection Tool
- ERISA Reporting Forms 5500/5500 EZ
- Troubleshooters Guide to Filing the ERISA Annual Report
- Apprenticeship and Training Plans
- Abandoned Plan Program
- Abandoned Plan Program Search
- Amendments to Abandoned Plan Regulations
- Notice of Proposed Amendment to Prohibited Transaction Exemption 2006-06
- Federal Register Final Rule
- Class Exemption
- Distributions for Missing Non-Spouse Beneficiaries Final Rule
- Class Exemption
- Fact Sheet
- Model Notice of Intent to Terminate Plan
- Model Notice of Plan Abandonment and Intent to Serve as QTA
- Model Notice of Plan Termination
- Model Final Notice
- Special Terminal Report Instructions for Abandoned Plans