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29 U.S.C. § 1029 — Forms
Federal law — U.S. Code and appendices · legal_authorities
**(a) Information required on forms** Except as provided in subsection (b) of this section, the Secretary may require that any information required under this subchapter to be submitted to him, including but not limited to the information required to be filed by the administrator pursuant to section 1023(b)(3) and (c) of this title, must be submitted on such forms as he may prescribe.
**(b) Information not required on forms** The financial statement and opinion required to be prepared by an independent qualified public accountant pursuant to [section 1023(a)(3)(A) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section1023/a/3/A&num=0&edition=prelim), the actuarial statement required to be prepared by an enrolled actuary pursuant to [section 1023(a)(4)(A) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section1023/a/4/A&num=0&edition=prelim) and the summary plan description required by [section 1022(a) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section1022/a&num=0&edition=prelim) shall not be required to be submitted on forms.
**(c) Format and content of summary plan description, annual report, etc., required to be furnished to plan participants and beneficiaries** The Secretary may prescribe the format and content of the summary plan description, the summary of the annual report described in [section 1024(b)(3) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section1024/b/3&num=0&edition=prelim) and any other report, statements or documents (other than the bargaining agreement, trust agreement, contract, or other instrument under which the plan is established or operated), which are required to be furnished or made avail
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Source location: Title 29, Chapter 18, § 1029; chapter-018-employee-retirement-income-security-program.md
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**(a) Information required on forms** Except as provided in subsection (b) of this section, the Secretary may require that any information required under this subchapter to be submitted to him, including but not limited to the information required to be filed by the administrator pursuant to section 1023(b)(3) and (c) of this title, must be submitted on such forms as he may prescribe.
**(b) Information not required on forms** The financial statement and opinion required to be prepared by an independent qualified public accountant pursuant to [section 1023(a)(3)(A) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section1023/a/3/A&num=0&edition=prelim), the actuarial statement required to be prepared by an enrolled actuary pursuant to [section 1023(a)(4)(A) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section1023/a/4/A&num=0&edition=prelim) and the summary plan description required by [section 1022(a) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section1022/a&num=0&edition=prelim) shall not be required to be submitted on forms.
**(c) Format and content of summary plan description, annual report, etc., required to be furnished to plan participants and beneficiaries** The Secretary may prescribe the format and content of the summary plan description, the summary of the annual report described in [section 1024(b)(3) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section1024/b/3&num=0&edition=prelim) and any other report, statements or documents (other than the bargaining agreement, trust agreement, contract, or other instrument under which the plan is established or operated), which are required to be furnished or made available to plan participants and beneficiaries receiving benefits under the plan.
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Federal law — U.S. Code and appendices · legal_authorities
**(a)**
(1) The Welfare and Pension Plans Disclosure Act [[29 U.S.C. 301](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section301&num=0&edition=prelim) et seq.] is repealed except that such Act shall continue to apply to any conduct and events which occurred before the effective date of this part.
(2)
(A) [Section 664 of title 18](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title18-section664&num=0&edition=prelim) is amended by striking out “any such plan subject to the provisions of the Welfare and Pension Plans Disclosure Act” and inserting in lieu thereof “any employee benefit plan subject to any provisions of title I of the Employee Retirement Income Security Act of 1974”.
(B)
(i) Section 1027 of such title 18 is amended by striking out “Welfare and Pension Plans Disclosure Act” and inserting in lieu thereof “title I of the Employee Retirement Income Security Act of 1974”, and by striking out “Act” each place it appears and inserting in lieu thereof “title”.
(ii) The heading for such section is amended by striking out “welfare and pension plans disclosure act” and inserting in lieu thereof “employee retirement income security act of 1974”.
(iii) The table of sections of chapter 47 of such title 18 is amended by striking out “Welfare and Pension Plans Disclosure Act” in the item relating to section 1027 and inserting in lieu thereof “Employee Retirement Income Security Act of 1974”.
(C) Section 1954 of such title 18 is amended by striking out “any plan subject to the provisions of the Welfare and Pension Plans Disclosure Act as amended” and inserting in lieu thereof “any employee welfare benefit plan or employee pension benefit plan, respectively, subject to any provision of title I of the Employee Re
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Federal law — U.S. Code and appendices · legal_authorities
Subject to subchapter II and [section 1029 of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section1029&num=0&edition=prelim), the Secretary may prescribe such regulations as he finds necessary or appropriate to carry out the provisions of this subchapter. Among other things, such regulations may define accounting, technical and trade terms used in such provisions; may prescribe forms; and may provide for the keeping of books and records, and for the inspection of such books and records (subject to section 1134(a) and (b) of this title).
Source: Supplied U.S. Code snapshot — release unconfirmed · 29 U.S.C. § 1135
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Federal law — U.S. Code and appendices · legal_authorities
Page 401
TITLE 29—LABOR
§ 1030a
vision of the Employee Retirement Income Security
Act of 1974, Pub. L. 93–406, to which such amendment
relates, see section 7894(i) of Pub. L. 101–239, set out as
a note under section 1002 of this title.
REGULATIONS
Secretary authorized, effective Sept. 2, 1974, to pro-
mulgate regulations wherever provisions of this sub-
chapter call for the promulgation of regulations, see
section 1031 of this title.
§ 1029. Forms
(a) Information required on forms
Except as provided in subsection (b) of this
section, the Secretary may require that any in-
formation required under this subchapter to be
submitted to him, including but not limited to
the information required to be filed by the ad-
ministrator pursuant to section 1023(b)(3) and (c)
of this title, must be submitted on such forms as
he may prescribe.
(b) Information not required on forms
The financial statement and opinion required
to be prepared by an independent qualified pub-
lic accountant pursuant to section 1023(a)(3)(A)
of this title, the actuarial statement required to
be prepared by an enrolled actuary pursuant to
section 1023(a)(4)(A) of this title and the sum-
mary plan description required by section
1022(a) of this title shall not be required to be
submitted on forms.
(c) Format and content of summary plan descrip-
tion, annual report, etc., required to be fur-
nished to plan participants and beneficiaries
The Secretary may prescribe the format and
content of the summary plan description, the
summary of the annual report described in sec-
tion 1024(b)(3) of this title and any other report,
statements or documents (other than the bar-
gaining agreement, trust agreement, contract,
or other instrument under which the plan is es-
tablished or operated), w
Source: Supplied 2024 U.S. Code historical extraction · 29 U.S.C. § 1029
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