§1029 Forms

Summary

The Secretary can require that any information people must give under this part, including information under sections 1023(b)(3) and 1023(c), be sent on forms the Secretary creates. Three items do not have to be on those forms: the financial statement and the independent qualified public accountant’s opinion required by 1023(a)(3)(A), the actuarial statement required by 1023(a)(4)(A), and the summary plan description required by 1022(a). The Secretary may also set the format and content of the summary plan description, the summary of the annual report in 1024(b)(3), and other reports or documents that must be provided or made available to plan participants and beneficiaries receiving benefits. He cannot require the bargaining agreement, trust agreement, contract, or other instrument that creates or runs the plan to follow those formats.