United States Government Publishing Office publisher pbl distributor dst United States National Archives and Records Administration Office of the Federal Register author aut Government Organization text government publication eng FR Regulatory Information 2024_register executive 2024-04-25 article Part VI Rules and Regulations D09002ee1c67e0251 D09002ee1c67e034d United States Department of Labor originator org United States Government Agency or Subagency United States Employee Benefits Security Administration originator org United States Government Agency or Subagency This document contains a notice of amendment to Prohibited Transaction Exemption (PTE) 84-24, an exemption from certain prohibited transaction provisions of the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code of 1986 (the Code). The amendment affects participants and beneficiaries of plans, individual retirement account (IRA) owners, and certain fiduciaries of plans and IRAs. 89 FR 32302 https://www.govinfo.gov/app/details/FR-2024-04-25/2024-08067 2024-08067 fr25ap24-24 4510-29-P Application No. D-12060 https://www.govinfo.gov/app/details/FR-2024-04-25/2024-08067 https://www.govinfo.gov/content/pkg/FR-2024-04-25/html/2024-08067.htm https://www.govinfo.gov/content/pkg/FR-2024-04-25/pdf/2024-08067.pdf 43 p. 32302 32344 89 FR 32302 Title 29 Part 2550 29 CFR Part 2550 Amendment to Prohibited Transaction Exemption 84-24; Federal Register Vol. 89, Issue RULE 2024-08067 VI DEPARTMENT OF LABOR Employee Benefits Security Administration 2024-09-23 Application No. D-12060 4510-29-P 2024-08067 Amendment to Prohibited Transaction Exemption 84-24.

This document contains a notice of amendment to Prohibited Transaction Exemption (PTE) 84-24, an exemption from certain prohibited transaction provisions of the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code of 1986 (the Code). The amendment affects participants and beneficiaries of plans, individual retirement account (IRA) owners, and certain fiduciaries of plans and IRAs.

The amendment is effective September 23, 2024. Susan Wilker, (202) 693-8540 (not a toll-free number), Office of Exemption Determinations, Employee Benefits Security Administration, U.S. Department of Labor. Prohibited Transaction Exemption, ebsa.opr@dol.gov PTE84-24@dol.gov https://blog.adbanker.com/annuity-best-interest-state-map-and-faqs https://content.naic.org/sites/default/files/inline-files/MDL-275.pdf https://doi.org/10.1162/REST_a_00625 https://naic.soutronglobal.net/Portal/Public/en-GB/RecordView/Index/25201 https://retirementincomejournal.com/article/fixed-indexed-annuities-a-retrospective/ https://www.dol.gov/sites/dolgov/files/ebsa/about-ebsa/our-activities/resource-center/faqs/new-fiduciary-advice-exemption.pdf https://www.dol.gov/sites/dolgov/files/EBSA/laws-and-regulations/rules-and-regulations/completed-rulemaking/1210-AB32-2/ria.pdf https://www.dol.gov/sites/dolgov/files/EBSA/laws-and-regulations/rules-and-regulations/technical-appendices/labor-cost-inputs-used-in-ebsa-opr-ria-and-pra-burden-calculations-june-2019.pdf https://www.ici.org/system/files/attachments/pdf/per27-01.pdf https://www.iii.org/fact-statistic/facts-statistics-industry-overview https://www.iii.org/fact-statistic/facts-statistics-life-insurance#Direct%20Premiums%20Written%20By%20Line,%20Life/Annuity%20Insurance,%202020-2022 https://www.iii.org/publications/a-firm-foundation-how-insurance-supports-the-economy/a-50-state-commitment/captives-by-state https://www.iii.org/table-archive/222464/file https://www.irs.gov/pub/irs-pdf/i5330.pdf https://www.limra.com/siteassets/newsroom/fact-tank/sales-data/2022/q4/2022-ye--fixed-breakout-results.pdf https://www.limra.com/siteassets/newsroom/fact-tank/sales-data/2023/q4/4q-annuity-sales.pdf https://www.mckinsey.com/industries/financial-services/our-insights/redefining-the-future-of-life-insurance-and-annuities-distribution https://www.mckinsey.com/industries/financial-services/our-insights/unbundling-value-how-leading-insurers-identify-competitive-advantage https://www.reginfo.gov/public/do/PRAMain https://www.sec.gov/tm/iabd-staff-bulletin-conflicts-interest https://www.usps.com/ship/first-class-mail.htm https://www.winkintel.com/2022/06/the-annuity-model-is-broken-reprint/ RegInfo.gov Vol. 89, no. 81 Office of the Federal Register, National Archives and Records Administration 2024-04-25 continuing daily deposited born digital 767 p. Table of Contents: AE 2.7: GS 4.107: AE 2.106: KF70.A2 https://www.govinfo.gov/app/details/FR-2024-04-25 P0b002ee1c67dce12 0097-6326 0042-1219 0364-1406 769-004-00000-9 000582072 f:fr25ap24 https://www.govinfo.gov/app/details/FR-2024-04-25 https://www.govinfo.gov/content/pkg/FR-2024-04-25/pdf/FR-2024-04-25.pdf https://www.govinfo.gov/content/pkg/FR-2024-04-25/xml/FR-2024-04-25.xml fdlp 31601 32359 DGPO 2024-04-25 2024-04-25 FR-2024-04-25 machine generated eng FR FR-2024-04-25 89 81