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EBSA Spring Regulatory Agenda
On June 13, 2023, the Department of Labor (DOL) released its Spring regulatory agenda, including initiatives for the Employee Benefits Security Administration (EBSA), the subdivision responsible for employee benefit plans. According to the agenda, we can expect to see the following releases throughout the remainder of 2023.
| DOL/EBSA | Prerule Stage | Improving Participant Engagement and Effectiveness of ERISA Retirement Plan Disclosures | 1210-AC09 |
| DOL/EBSA | Prerule Stage | Pooled Employer Plans | 1210-AC10 |
| DOL/EBSA | Prerule Stage | Emergency Savings Accounts Linked to Individual Account Plans | 1210-AC18 |
| DOL/EBSA | Prerule Stage | Plan Reporting for Retirement Savings Lost and Found | 1210-AC19 |
| DOL/EBSA | Prerule Stage | Worker Ownership, Readiness, and Knowledge | 1210-AC20 |
| DOL/EBSA | Prerule Stage | Exemption for Certain Automatic Portability Transactions | 1210-AC21 |
| DOL/EBSA | Prerule Stage | Review of Pension Risk Transfer Interpretive Bulletin 95-1 | 1210-AC22 |
| DOL/EBSA | Proposed Rule Stage | Adoption of Amended and Restated Voluntary Fiduciary Correction Program | 1210-AB64 |
| DOL/EBSA | Proposed Rule Stage | Improvement of the Form 5500 Series and Implementing Related Regulations Under the Employee Retirement Income Security Act of 1974 (ERISA) | 1210-AC01 |
| DOL/EBSA | Proposed Rule Stage | Conflict of Interest in Investment Advice | 1210-AC02 |
| DOL/EBSA | Final Rule Stage | Amendment of Abandoned Plan Program | 1210-AC04 |
| DOL/EBSA | Final Rule Stage | Prohibited Transaction Exemption Procedures | 1210-AC05 |
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