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Title 29 — LaborRelease 119-73

§1029 Forms

Title 29 › Chapter CHAPTER 18— - EMPLOYEE RETIREMENT INCOME SECURITY PROGRAM › Subchapter SUBCHAPTER I— - PROTECTION OF EMPLOYEE BENEFIT RIGHTS › Subtitle Subtitle B— - Regulatory Provisions › Part part 1— - reporting and disclosure › § 1029

Last updated Apr 6, 2026|Official source

Summary

The Secretary may require that any information the law says must be given to him be submitted on forms he creates. But the financial statement and opinion by an independent qualified public accountant under section 1023(a)(3)(A), the actuarial statement by an enrolled actuary under section 1023(a)(4)(A), and the summary plan description under section 1022(a) do not have to be on those forms. The Secretary can also set the format and what must be included in the summary plan description, the summary of the annual report in section 1024(b)(3), and other reports or documents given to plan participants and beneficiaries, except for bargaining agreements, trust agreements, contracts, or other instruments that set up or run the plan.

Full Legal Text

Title 29, §1029

Labor — Source: USLM XML via OLRC

(a)Except as provided in subsection (b) of this section, the Secretary may require that any information required under this subchapter to be submitted to him, including but not limited to the information required to be filed by the administrator pursuant to section 1023(b)(3) and (c) of this title, must be submitted on such forms as he may prescribe.
(b)The financial statement and opinion required to be prepared by an independent qualified public accountant pursuant to section 1023(a)(3)(A) of this title, the actuarial statement required to be prepared by an enrolled actuary pursuant to section 1023(a)(4)(A) of this title and the summary plan description required by section 1022(a) of this title shall not be required to be submitted on forms.
(c)The Secretary may prescribe the format and content of the summary plan description, the summary of the annual report described in section 1024(b)(3) of this title and any other report, statements or documents (other than the bargaining agreement, trust agreement, contract, or other instrument under which the plan is established or operated), which are required to be furnished or made available to plan participants and beneficiaries receiving benefits under the plan.

Legislative History

Notes & Related Subsidiaries

Statutory Notes and Related Subsidiaries

Regulations

Secretary authorized, effective Sept. 2, 1974, to promulgate

Regulations

wherever provisions of this subchapter call for the promulgation of

Regulations

, see section 1031 of this title.

Reference

Citations & Metadata

Citation

29 U.S.C. § 1029

Title 29 — Labor

Last Updated

Apr 6, 2026

Release point: 119-73