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29 U.S.C. 1024: Filing with Secretary and furnishing information to participants and certain employers

Created in 1974 by Public Law 93-406. Changed by 9 later laws. No bill we track in this Congress changes it.

11 other sections of the Code cite this one, including 26 U.S.C. 9801, 29 U.S.C. 1021, 29 U.S.C. 1022, 29 U.S.C. 1023, 29 U.S.C. 1029.

This Congress

No bill we track in the 119th Congress changes this section.

    How it got here

    2019

    • Pub. L. 116–94 added subpar. (A) and struck out former subpar. (A) which read as follows: "With respect to annual reports required to be filed with the Secretary under this part, he may by regulation prescribe simplified annual reports for any pension plan which covers less than … (Further Consolidated Appropriations Act, 2020) Law text · (a)

    2008

    • Pub. L. 110–458, §105(c)(1)(A)(ii), which directed substitution of "the administrator" for "the administrators" in par. (3), could not be executed because the words "the administrators" did not appear. (Worker, Retiree, and Employer Recovery Act of 2008) Law text · (b)
    • Pub. L. 110–458, §105(c)(1)(A)(i), substituted "section 1021(f)" for "section 1023(f)". (Worker, Retiree, and Employer Recovery Act of 2008) Law text · (b)
    • Pub. L. 110–458, §105(c)(1)(B), inserted "funding" after "plan's". (Worker, Retiree, and Employer Recovery Act of 2008) Law text · (d)

    2006

    • Pub. L. 109–280, §503(d)(1), substituted "participants and certain employers" for "participants" in section catchline. (Pension Protection Act of 2006) Law text
    • Pub. L. 109–280, §503(c)(1), which directed amendment of par. (3) by inserting "(other than an administrator of a defined benefit plan to which the requirements of section 1023(f) of this title applies)" after "the administrators", was executed by making the insertion after "the adm… (Pension Protection Act of 2006) Law text · (b)
    • Pub. L. 109–280, §504(a), added par. (5). (Pension Protection Act of 2006) Law text · (b)
    • Pub. L. 109–280, §503(d)(2), (3), added subsec. (d) and redesignated former subsec. (d) as (e). (Pension Protection Act of 2006) Law text · (d), (e)

    1997

    • Pub. L. 105–34, §1503(c)(1), amended par. (1) generally, substituting present provisions for provisions requiring filing of annual report, plan description, summary plan description, as well as modifications and changes in plan descriptions. (Taxpayer Relief Act of 1997) Law text · (a)
    • Pub. L. 105–34, §1503(c)(2)(A), added par. (6). (Taxpayer Relief Act of 1997) Law text · (a)
    • Pub. L. 105–34, §1503(d)(1), substituted "section 1022(a) of this title" for "section 1022(a)(1) of this title" wherever appearing. (Taxpayer Relief Act of 1997) Law text · (b)
    • Pub. L. 105–34, §1503(d)(2), substituted "the latest updated summary plan description and" for "the plan description and". (Taxpayer Relief Act of 1997) Law text · (b)
    • Pub. L. 105–34, §1503(d)(3), struck out "plan description" before ", plan description, and the latest annual report". (Taxpayer Relief Act of 1997) Law text · (b)

    1996

    • Pub. L. 104–204 made technical amendment to references in original act which appear in text as references to section 1191b of this title. (Departments of Veterans Affairs and Housing and Urban Development, and Independent Agencies Appropriations Act, 1997) Law text · (b)
    • Pub. L. 104–191, in closing provisions, substituted "1022(a)(1) of this title (other than a material reduction in covered services or benefits provided in the case of a group health plan (as defined in section 1191b(a)(1) of this title))," for "1022(a)(1) of this title," and inserted at end "If the… (Health Insurance Portability and Accountability Act of 1996) Law text · (b)

    1989

    • Pub. L. 101–239, §7894(b)(3), substituted a comma for period at end. · (a)
    • Pub. L. 101–239, §7894(b)(4), struck out comma after "summary". · (b)

    1987

    • Pub. L. 100–203 inserted "(including the percentage determined under section 1023(d)(11) of this title)" after "material". · (b)

    1986

    • Pub. L. 99–272 struck out provision permitting the Secretary to waive or modify the requirements of section 1023(d)(6) of this title if he found that the interests of the plan participants were not harmed and the expense of compliance was not justified by the needs of the partici… · (a)

    Text, outline and history from the official U.S. Code (2024 edition) on GovInfo, published by the Office of the Law Revision Counsel. Changes made after that edition appear under This Congress.