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Title 29, LaborRelease 119-110

§1029 Forms

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

Last updated Sep 22, 2026|Official source

Summary

The Secretary can require that information people must send under these rules be filled out on forms he creates. But three items do not have to be on forms: the independent CPA’s financial statement and opinion, the enrolled actuary’s actuarial statement, and the summary plan description. The Secretary can also set the format and content of summary plan descriptions, the annual report summary, and other materials given to participants and beneficiaries, but not bargaining agreements, trust agreements, contracts, or other founding documents.

Full Legal Text

Title 29, §1029

Labor, Source: USLM XML via OLRC

(a)Information required on forms
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)Information not required on forms
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)Format and content of summary plan description, annual report, etc., required to be furnished to plan participants and beneficiaries
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

Sep 22, 2026

Release point: 119-110