Summary Plan Description Requirements Under the Employee Retirement Income Security Act of 1974, as Amended

OMB 1210-0039

OMB 1210-0039

The Department's regulations provide guidance on the content, frequency, and manner of disclosures required under ERISA to be furnished by employee benefit plans to plan participants and certain specified plan beneficiaries periodically in Summary Plan Descriptions (SPDs), Summaries of Material Modifications(SMMs), and Summaries of Material Reductions (SMRs).

The latest form for Summary Plan Description Requirements Under the Employee Retirement Income Security Act of 1974, as Amended expires 2023-08-31 and can be found here.

Latest Forms, Documents, and Supporting Material
All Historical Document Collections
Approved without change
Extension without change of a currently approved collection 2023-08-08
Approved without change
Revision of a currently approved collection 2020-05-27
Comment filed on proposed rule and continue
Revision of a currently approved collection 2019-10-23
Approved without change
Extension without change of a currently approved collection 2019-08-20
Approved without change
Extension without change of a currently approved collection 2016-06-09
Approved without change
Extension without change of a currently approved collection 2013-04-30
Approved without change
Extension without change of a currently approved collection 2010-03-26
Approved without change
Extension without change of a currently approved collection 2007-01-30
Approved without change
Extension without change of a currently approved collection 2003-11-25
Approved without change
Revision of a currently approved collection 2000-11-20
Approved without change
Extension without change of a currently approved collection 1999-12-30
Approved without change
Revision of a currently approved collection 1999-01-29
Approved without change
Revision of a currently approved collection 1998-09-09
Approved without change
Extension without change of a currently approved collection 1997-12-31
Approved without change
Revision of a currently approved collection 1997-04-08
Approved without change
Revision of a currently approved collection 1995-06-30
Approved without change
Revision of a currently approved collection 1993-07-12
Approved without change
Reinstatement with change of a previously approved collection 1990-05-10
Approved without change
Reinstatement with change of a previously approved collection 1986-07-30
Withdrawn and continue
Revision of a currently approved collection 1984-05-30
Approved without change
Revision of a currently approved collection 1983-04-08
Approved without change
Revision of a currently approved collection 1982-12-06
Approved without change
New collection (Request for a new OMB Control Number) 1982-03-03

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