Loans to Plan Participants and Beneficiaries Who Are Parties in Interest with Respect to the Plan Regulation

OMB 1210-0076

OMB 1210-0076

This regulation (29 CFR 2550.408b-1) describes the terms, under section 408(b)(1), whereby plans loans to participants and beneficiaries are exempt from ERISA's prohibited transaction rules. Among other things, the regulation describes the specific provisions regarding such loans that must be included in the plan document for the statutory exemption to apply.

The latest form for Loans to Plan Participants and Beneficiaries Who Are Parties in Interest with Respect to the Plan Regulation expires 2023-07-31 and can be found here.

Latest Forms, Documents, and Supporting Material
Document
Name
Supporting Statement A
All Historical Document Collections
Approved without change
 Extension without change of a currently approved collection 2023-07-17
Approved without change
 Extension without change of a currently approved collection 2020-05-22
Approved without change
 Extension without change of a currently approved collection 2017-02-10
Approved without change
 Extension without change of a currently approved collection 2013-12-13
Approved without change
 Extension without change of a currently approved collection 2010-10-25
Approved without change
 Extension without change of a currently approved collection 2007-09-06
Approved without change
 Extension without change of a currently approved collection 2004-08-17
Approved without change
 No material or nonsubstantive change to a currently approved collection 2001-09-28
Approved without change
 Extension without change of a currently approved collection 2001-05-16
Approved without change
 Extension without change of a currently approved collection 1998-09-30
Approved without change
 Reinstatement with change of a previously approved collection 1995-06-26
Approved without change
 New collection (Request for a new OMB Control Number) 1989-02-16
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