The purpose of this part is to specify the form and content of the Annual Report required by section 4065 of ERISA. This part applies to all plans covered by title IV of ERISA.
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CFR Regulation
ANNUAL REPORT
§ 4065.1Purpose and scope.
§ 4065.2Definitions.
The following terms are defined in § 4001.2 of this chapter: ERISA, IRS, PBGC, and plan.
§ 4065.3Filing requirement.
(a) The requirement to report the occurrence of a reportable event under section 4043 of ERISA in the Annual Report is waived.
(b) Plan administrators shall file the Annual Report on IRS/DOL/PBGC Form 5500, 5500-C, 5500-K or 5500-R, as appropriate, in accordance with the instructions therein.
3 sections
Cite this law
ANNUAL REPORT (U.S.C.). Retrieved via LawPlayer, https://lawplayer.com/us/act/cfr-title-29-part-4065
United States government works (U.S. Code, Code of Federal Regulations) are in the public domain under 17 U.S.C. § 105.
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